Kotak Emerging Equity Scheme vs Motilal Oswal Midcap Fund compare

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tortoise-icon Kotak Emerging Equity Scheme - Growth

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tortoise-icon Motilal Oswal Midcap Fund-Regular Plan-Growth Option

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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 Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Fund Kotak Emerging Equity Scheme - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹51371 Cr ₹12583 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 30 Mar 2007 02 Feb 2014
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 2.88% 120%
Expense Ratio 1.42 1.69
Manager Harsha Upadhyaya Rakesh Shetty
ISIN Code INF174K01DS9 INF247L01411
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 1 year./365

Trailing Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Month -5.51% -3.35%
6 Month 17.22% 28.1%
1 Year 38.29% 61.82%
3 Year 20.21% 31.49%
5 Year 26.85% 31.88%

SIP Return Analysis

Scheme Name Kotak Emerging Equity Scheme - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
6 Month - -
1 Year 33.89% 50.71%
3 Year 30.38% 43.03%
5 Year 29.78% 39.38%

Rolling Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Year 13.27% 17.56%
3 Year 18.68% 17.47%
5 Year 17.6% 13.2%

Risk Management

Scheme Name Kotak Emerging Equity Scheme - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Standard Deviation 12.22% 13.31%
Sharp 1.12% 1.86%
Beta 0.8% 0.83%
Alpha 2.38% 11.3%

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Fund Managers

Scheme Name Kotak Emerging Equity Scheme - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Name Harsha Upadhyaya Rakesh Shetty
Total AUM ₹139411 Cr ₹33886 Cr
Fund Manage 11 19
Kotak Emerging Equity Scheme - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Market Cap

Scheme Name

Kotak Emerging Equity Scheme - Growth

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Others 3.1 10.12
Small Cap 15.06 2.31
Large Cap 11.49 22.37
Mid Cap 70.55 65.19

Sector Allocation

Scheme Name

Kotak Emerging Equity Scheme - Growth

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Others 3.1 3.09
Capital Markets 0.93 -
Finance 6.3 -
Banks 3.38 -
Healthcare Services 4.17 -
IT - Software 14.04 -
Realty 2.88 -
Petroleum Products 0.68 -
Chemicals & Petrochemicals 5.82 -
Electrical Equipment 2.13 -
Fertilizers & Agrochemicals 4.79 -
Insurance 2.77 -
Industrial Products 7.78 -
Consumer Durables 11.12 -
Construction 1.02 8.26
Aerospace & Defense 1.77 -
Oil 1.68 -
Auto Components 11.4 -
Cement & Cement Products 3.3 -
Telecom - Services 2 -
Entertainment 0.26 -
Pharmaceuticals & Biotechnology 5.12 -
Personal Products 1.44 -
Industrial Manufacturing 0.31 -
Textiles & Apparels 0.53 -
Leisure Services 0.39 -
Retailing 0.76 -
Gas 0.33 -
Energy - 3.76
Healthcare - 6.12
Capital Goods - 7.41
Technology - 13.79
Communication - 10.65
Consumer Discretionary - 11.42
Chemicals - 3.17
Services - 8.85
Financial - 11.61
Automobile - 11.86

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