Kotak Emerging Equity Scheme vs Mahindra Manulife Mid Cap Fund compare
Kotak Emerging Equity Scheme - Growth
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Chart Comparison
Overview
Scheme Name | Kotak Emerging Equity Scheme - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Fund | Kotak Emerging Equity Scheme - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹49092 Cr | ₹3326 Cr |
Min Investment | ₹100 | ₹1000 |
Min SIP Invesment | ₹100 | ₹500 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 30 Mar 2007 | 30 Jan 2018 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 2.88% | 116% |
Expense Ratio | 1.44 | 1.88 |
Manager | Harsha Upadhyaya | Abhinav Khandelwal |
ISIN Code | INF174K01DS9 | INF174V01473 |
Exits Load | Kotak Emerging Equity Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Month | 7.06% | 7.19% |
6 Month | -15.04% | -15.39% |
1 Year | 11.83% | 6.93% |
3 Year | 17.33% | 19.49% |
5 Year | 32.08% | 31.6% |
SIP Return Analysis
Scheme Name | Kotak Emerging Equity Scheme - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -8.68% | -7.07% |
1 Year | -12.27% | -12.92% |
3 Year | 17.96% | 21.65% |
5 Year | 21.66% | 23.79% |
Rolling Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
---|---|---|
1 Year | 13.66% | 18.34% |
3 Year | 19.04% | 24.82% |
5 Year | 17.67% | 23.92% |
Risk Management
Scheme Name | Kotak Emerging Equity Scheme - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Standard Deviation | 15.958% | 16.816% |
Sharp | 0.648% | 0.771% |
Beta | 0.86% | 0.943% |
Alpha | -0.958% | 0.577% |
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Fund Managers
Scheme Name | Kotak Emerging Equity Scheme - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Name | Harsha Upadhyaya | Abhinav Khandelwal |
Total AUM | ₹139411 Cr | ₹5522 Cr |
Funds Managed | 11 | 5 |
Kotak Emerging Equity Scheme - Growth | Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
Market Cap
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.56 | 4.06 |
Small Cap | 16.88 | 12.81 |
Mid Cap | 67.78 | 65.42 |
Large Cap | 11.78 | 17.71 |
Sector Allocation
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Mahindra Manulife Mid Cap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.56 | 4.06 |
Financial Services | 11.42 | 20.71 |
Consumer Cyclical | 15.6 | 14.49 |
Healthcare | 10.73 | 9.97 |
Technology | 16.21 | 7.71 |
Real Estate | 2.96 | 1.21 |
Energy | 3.08 | 4.38 |
Utilities | 0.82 | 1.73 |
Basic Materials | 15.17 | 10.46 |
Industrials | 17.04 | 14.71 |
Communication Services | 2.01 | 3.26 |
Consumer Defensive | 1.39 | 7.3 |
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