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 | -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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