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Kotak Emerging Equity Scheme vs SBI Magnum Midcap Fund compare
Kotak Emerging Equity Scheme - Growth
SBI Magnum Midcap Fund - Regular Plan - Growth
Chart Comparison
Overview
| Scheme Name | Kotak Emerging Equity Scheme - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Fund | Kotak Emerging Equity Scheme - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High Risk | Very High Risk |
| Asset Size (Cr) | ₹49092 Cr | ₹21177 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Mar 2007 | 29 Mar 2005 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 2.88% | 10% |
| Expense Ratio | 1.44 | 1.67 |
| Manager | Harsha Upadhyaya | Pradeep Kesavan |
| ISIN Code | INF174K01DS9 | INF200K01560 |
| 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 | SBI Magnum Midcap Fund - Regular Plan - 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 | SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Month | -7.28% | -6.17% |
| 6 Month | -12.83% | -11.68% |
| 1 Year | 12.85% | 5.72% |
| 3 Year | 18.45% | 16.4% |
| 5 Year | 21.36% | 22.31% |
SIP Return Analysis
| Scheme Name | Kotak Emerging Equity Scheme - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 6 Month | - | - |
| 1 Year | -8.99% | -9.73% |
| 3 Year | 17.48% | 14.58% |
| 5 Year | 22.1% | 21.4% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Emerging Equity Scheme - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| 1 Year | 13.66% | 16.74% |
| 3 Year | 19.04% | 15.93% |
| 5 Year | 17.67% | 16.06% |
Risk Management
| Scheme Name | Kotak Emerging Equity Scheme - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Standard Deviation | 14.541% | 11.63% |
| Sharp | 0.873% | 0.77% |
| Beta | 0.826% | 0.75% |
| Alpha | 0.234% | -0.3% |
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Fund Managers
| Scheme Name | Kotak Emerging Equity Scheme - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Name | Harsha Upadhyaya | Pradeep Kesavan |
| Total AUM | ₹139411 Cr | ₹434274 Cr |
| Fund Manage | 11 | 43 |
| Kotak Emerging Equity Scheme - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
Market Cap
| Scheme Name |
Kotak Emerging Equity Scheme - Growth |
SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.71 | 5.97 |
| Small Cap | 14.15 | 18.54 |
| Large Cap | 10.8 | 6.33 |
| Mid Cap | 71.14 | 69.16 |
Sector Allocation
| Scheme Name |
Kotak Emerging Equity Scheme - Growth |
SBI Magnum Midcap Fund - Regular Plan - Growth |
|---|---|---|
| Others | 3.71 | 5.97 |
| Capital Markets | 1.15 | 2.77 |
| Finance | 4.97 | 12.12 |
| Banks | 3.46 | 4.27 |
| Healthcare Services | 4.49 | 4.05 |
| IT - Software | 15.17 | 1.42 |
| Realty | 3.11 | 3.96 |
| Petroleum Products | 0.61 | 1.33 |
| Chemicals & Petrochemicals | 5.66 | 0.04 |
| Electrical Equipment | 2.63 | 2.76 |
| Fertilizers & Agrochemicals | 4.88 | 3.57 |
| Insurance | 2.76 | 0.68 |
| Industrial Products | 7.32 | 6.96 |
| Consumer Durables | 10.86 | 8.63 |
| Construction | 1.01 | - |
| Aerospace & Defense | 1.83 | - |
| Oil | 1.42 | - |
| Auto Components | 11.37 | 9.08 |
| Cement & Cement Products | 3.3 | 2.15 |
| Telecom - Services | 2.03 | 1.59 |
| Pharmaceuticals & Biotechnology | 5.6 | 7.24 |
| Personal Products | 1.61 | 1.5 |
| Industrial Manufacturing | 0.3 | 1.82 |
| Textiles & Apparels | 0.55 | 4.56 |
| IT - Services | - | 2.31 |
| Leisure Services | - | 4.23 |
| Retailing | - | 2.54 |
| Food Products | - | 0.45 |
| Power | - | 4 |
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