Kotak Emerging Equity Scheme vs Mahindra Manulife Mid Cap Fund compare

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tortoise-icon Kotak Emerging Equity Scheme - Growth

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tortoise-icon Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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) ₹49439 Cr ₹2868 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 30 Mar 2007 05 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 1.9
Manager Harsha Upadhyaya Abhinav Khandelwal
ISIN Code INF174K01DS9 INF174V01473
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 Exit load of 1% if redeemed within 3 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
1 Month 3.19% 1.73%
6 Month 28.84% 26.25%
1 Year 42.32% 57.47%
3 Year 23.53% 29%
5 Year 29.76% 31.55%

SIP Return Analysis

Scheme Name Kotak Emerging Equity Scheme - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 22.72% 24.11%
3 Year 50.45% 60.51%
5 Year 106% 118.4%

Rolling Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
1 Year 30.05% 31.25%
3 Year 77.77% 83.74%
5 Year 117.77% 129.49%

Risk Management

Scheme Name Kotak Emerging Equity Scheme - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Standard Deviation 12.22% 14.84%
Sharp 1.35% 1.31%
Beta 0.79% 0.96%
Alpha 1.45% 0.6%

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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
Fund Manage 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 3.96 2.98
Small Cap 15.12 10.89
Large Cap 12.01 20.17
Mid Cap 68.82 65.96

Sector Allocation

Scheme Name

Kotak Emerging Equity Scheme - Growth

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Others 3.76 2.98
Capital Markets 0.73 1.83
Finance 6.88 7.22
Banks 3.36 9.08
Healthcare Services 3.32 2.74
Realty 2.95 1.17
Petroleum Products 0.63 1.92
Chemicals and Petrochemicals 5.47 -
Electrical Equipment 1.68 5.12
Fertilizers and Agrochemicals 4.84 -
Insurance 2.67 0.35
Industrial Products 9.08 4.37
Consumer Durables 10.15 2.01
Construction 0.64 -
IT - Software 10.54 7.52
Aerospace and Defense 2.04 -
Oil 3.03 1.46
Chemicals & Petrochemicals 0.09 4.63
Auto Components 14.14 8.06
Cement and Cement Products 3.01 -
Telecom - Services 1.64 4.59
Entertainment 0.29 -
Pharmaceuticals and Biotechnology 4.09 -
Personal Products 1.48 2.91
Pharmaceuticals & Biotechnology 0.88 7.82
Industrial Manufacturing 0.36 0.52
Textiles and Apparels 0.54 -
Leisure Services 0.36 -
Retailing 0.68 3.83
Gas 0.38 1.92
Unclassified 0.2 -
Cement & Cement Products - 2.04
Agricultural, Commercial & Construction Vehicles - 1.05
Paper, Forest & Jute Products - 0.83
Ferrous Metals - 4.23
Automobiles - 2.32
Agricultural Food & other Products - 1.38
Diversified - 1.83
Fertilizers & Agrochemicals - 0.99
Minerals & Mining - 0.92
Textiles & Apparels - 0.89
Power - 1.47

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