Kotak Emerging Equity Scheme vs Quant Mid Cap Fund compare
Kotak Emerging Equity Scheme - Growth
Quant Mid Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | Kotak Emerging Equity Scheme - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
Fund | Kotak Emerging Equity Scheme - Growth | Quant Mid Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹49092 Cr | ₹8608 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 30 Mar 2007 | 21 Mar 2001 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 2.88% | % |
Expense Ratio | 1.44 | 1.75 |
Manager | Harsha Upadhyaya | Sanjeev Sharma |
ISIN Code | INF174K01DS9 | INF966L01176 |
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 | Quant Mid Cap Fund - Growth charges 0.5% 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 | Quant Mid Cap Fund-Growth |
---|---|---|
1 Month | 6.02% | 7.78% |
6 Month | -12.21% | -11.82% |
1 Year | 11.27% | -4.25% |
3 Year | 16.85% | 16.75% |
5 Year | 29.67% | 33.3% |
SIP Return Analysis
Scheme Name | Kotak Emerging Equity Scheme - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
6 Month | -4.52% | -1.01% |
1 Year | -11.62% | -15.31% |
3 Year | 17.51% | 16.61% |
5 Year | 21% | 23.38% |
Rolling Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
1 Year | 13.66% | 12.53% |
3 Year | 19.04% | 11.62% |
5 Year | 17.67% | 10.43% |
Risk Management
Scheme Name | Kotak Emerging Equity Scheme - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 15.958% | 17.376% |
Sharp | 0.648% | 0.838% |
Beta | 0.86% | 0.924% |
Alpha | -0.958% | 0.658% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
Scheme Name | Kotak Emerging Equity Scheme - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
Name | Harsha Upadhyaya | Sanjeev Sharma |
Total AUM | ₹139411 Cr | ₹39731 Cr |
Funds Managed | 11 | 22 |
Kotak Emerging Equity Scheme - Growth | Quant Mid Cap Fund-Growth |
Market Cap
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 3.56 | 10.44 |
Small Cap | 16.88 | - |
Mid Cap | 67.78 | 70.05 |
Large Cap | 11.78 | 19.52 |
Sector Allocation
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 3.56 | 10.44 |
Financial Services | 11.42 | 3.93 |
Consumer Cyclical | 15.6 | 6.68 |
Healthcare | 10.73 | 10.17 |
Technology | 16.21 | 0.67 |
Real Estate | 2.96 | - |
Energy | 3.08 | 11.18 |
Utilities | 0.82 | 1.52 |
Basic Materials | 15.17 | 14.83 |
Industrials | 17.04 | 20.21 |
Communication Services | 2.01 | 7.08 |
Consumer Defensive | 1.39 | 13.29 |
Top Comparisons
Franklin India Government Securities Fund - Growth
3Y Returns6.43%
Edelweiss Government Securities Fund - Regular Plan - Growth Option
3Y Returns7.66%
Kotak Floating Rate Fund-Regular Plan-Growth Option
3Y Returns7.17%
Bandhan Floating Rate Fund Regular - Growth
3Y Returns7.01%
SBI Magnum Childrens Benefit Fund - Savings Plan - REGULAR PLAN - GROWTH
3Y Returns12.12%
Aditya Birla Sun Life Bal Bhavishya Yojna Regular Growth
3Y Returns10.68%
UTI Conservative Hybrid Fund - Regular Plan - Growth Option
3Y Returns9.48%
Parag Parikh Conservative Hybrid Fund Regular - Growth
3Y Returns11.53%