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) ₹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 6.11% 11.83%
6 Month 8.95% 25.07%
1 Year 37.8% 60.16%
3 Year 23.39% 36.3%
5 Year 27.95% 34.04%

SIP Return Analysis

Scheme Name Kotak Emerging Equity Scheme - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
6 Month - -
1 Year 36.07% 61.97%
3 Year 32.23% 48.08%
5 Year 30.61% 42.18%

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 1.16% 1.86%
Beta 0.8% 0.83%
Alpha 2.59% 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 3.71 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

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