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 | Very High |
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 | 8.64% | 6.76% |
6 Month | -13.76% | -11.98% |
1 Year | 15.29% | 8.55% |
3 Year | 19.08% | 17.96% |
5 Year | 31.91% | 33.17% |
SIP Return Analysis
Scheme Name | Kotak Emerging Equity Scheme - Growth | SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
6 Month | -8.68% | -5.26% |
1 Year | -12.27% | -9.03% |
3 Year | 17.96% | 15.51% |
5 Year | 21.66% | 21.03% |
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 | 15.958% | 11.63% |
Sharp | 0.648% | 0.65% |
Beta | 0.86% | 0.77% |
Alpha | -0.958% | -0.93% |
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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 |
Funds Managed | 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 | 3.56 | 6.53 |
Small Cap | 16.88 | 20.3 |
Mid Cap | 67.78 | 66.04 |
Large Cap | 11.78 | 7.14 |
Sector Allocation
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
SBI Magnum Midcap Fund - Regular Plan - Growth |
---|---|---|
Others | 3.56 | 6.53 |
Financial Services | 11.42 | 19.45 |
Consumer Cyclical | 15.6 | 22.17 |
Healthcare | 10.73 | 13.18 |
Technology | 16.21 | 4.32 |
Real Estate | 2.96 | 3.5 |
Energy | 3.08 | 1.27 |
Utilities | 0.82 | 3.25 |
Basic Materials | 15.17 | 9.26 |
Industrials | 17.04 | 13.08 |
Communication Services | 2.01 | 1.64 |
Consumer Defensive | 1.39 | 2.35 |
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