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Kotak Emerging Equity Scheme vs Quant Mid Cap Fund compare

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tortoise-icon Kotak Emerging Equity Scheme - Growth

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tortoise-icon Quant Mid Cap Fund-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 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 -7.74% -5.87%
6 Month -16.51% -20.86%
1 Year 8.3% -9.88%
3 Year 18.01% 18.94%
5 Year 23.49% 29.77%

SIP Return Analysis

Scheme Name Kotak Emerging Equity Scheme - Growth Quant Mid Cap Fund-Growth
6 Month -13.6% -12.55%
1 Year -20.33% -29.75%
3 Year 14.1% 11.67%
5 Year 19.71% 21.28%

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%

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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
Fund Manage 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 3.56044 10.43626
Small Cap 16.88166 -
Mid Cap 67.77887 70.04646
Large Cap 11.77908 19.51727

Sector Allocation

Scheme Name

Kotak Emerging Equity Scheme - Growth

Quant Mid Cap Fund-Growth

Others 3.56044 10.43626
Financial Services 11.42294 3.92838
Consumer Cyclical 15.60095 6.68448
Healthcare 10.73294 10.16512
Technology 16.21265 0.67312
Real Estate 2.95796 -
Energy 3.07541 11.18324
Utilities 0.81683 1.52158
Basic Materials 15.17357 14.82759
Industrials 17.04246 20.20698
Communication Services 2.01114 7.08209
Consumer Defensive 1.39276 13.29115

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