Kotak Emerging Equity Scheme vs Motilal Oswal Midcap Fund compare

Link copied to clipboard!

tortoise-icon Kotak Emerging Equity Scheme - Growth

Invest Now

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

Invest Now

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) ₹50627 Cr ₹20056 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 30 Mar 2007 24 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 1.43 1.62
Manager Harsha Upadhyaya Rakesh Shetty
ISIN Code INF174K01DS9 INF247L01411
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 Motilal Oswal Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Month -7.1% -11.92%
6 Month -2.54% 0.74%
1 Year 22.86% 31.42%
3 Year 19.18% 28.2%
5 Year 23.73% 28.51%

SIP Return Analysis

Scheme Name Kotak Emerging Equity Scheme - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
6 Month - -
1 Year 11.64% 21.54%
3 Year 24.94% 36.53%
5 Year 26.43% 36.06%

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 1.1% 1.86%
Beta 0.8% 0.83%
Alpha 2.56% 11.3%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 3.71 2.4
Small Cap 14.15 1.86
Large Cap 10.8 23.85
Mid Cap 71.14 71.9

Sector Allocation

Scheme Name

Kotak Emerging Equity Scheme - Growth

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Others 3.71 2.4
Capital Markets 1.15 1.78
Finance 4.97 8.04
Banks 3.46 -
Healthcare Services 4.49 3.81
IT - Software 15.17 20.67
Realty 3.11 2.4
Petroleum Products 0.61 -
Chemicals & Petrochemicals 5.66 3.46
Electrical Equipment 2.63 2.63
Fertilizers & Agrochemicals 4.88 -
Insurance 2.76 -
Industrial Products 7.32 9.29
Consumer Durables 10.86 15.71
Construction 1.01 -
Aerospace & Defense 1.83 -
Oil 1.42 -
Auto Components 11.37 9.57
Cement & Cement Products 3.3 -
Telecom - Services 2.03 0.59
Pharmaceuticals & Biotechnology 5.6 1.39
Personal Products 1.61 -
Industrial Manufacturing 0.3 -
Textiles & Apparels 0.55 -
Automobiles - 11.89
Retailing - 3.92
Financial Technology (Fintech) - 2.46

Top Comparisons

Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth Mahindra Manulife ELSS Tax Saver Fund- Regular Plan - Growth

3Y Returns10.97%

VS

Parag Parikh Tax Saver Fund Regular - Growth Parag Parikh Tax Saver Fund Regular - Growth

3Y Returns15.69%

Compare Now

ICICI Prudential Multi-Asset Fund - Growth ICICI Prudential Multi-Asset Fund - Growth

3Y Returns17.89%

VS

Axis Multi Asset Allocation Fund - Regular Plan - Growth Option Axis Multi Asset Allocation Fund - Regular Plan - Growth Option

3Y Returns6.15%

Compare Now

Tata India Consumer Fund-Regular Plan-Growth Tata India Consumer Fund-Regular Plan-Growth

3Y Returns17.01%

VS

UTI India Consumer Fund - Regular Plan - Growth Option UTI India Consumer Fund - Regular Plan - Growth Option

3Y Returns11.12%

Compare Now

HDFC Income Fund - Growth Option HDFC Income Fund - Growth Option

3Y Returns5.58%

VS

SBI Magnum Income Fund-Regular Plan-Growth SBI Magnum Income Fund-Regular Plan-Growth

3Y Returns6.29%

Compare Now
Request call back
Add to Cart Successfully