Kotak Emerging Equity Scheme vs Tata Mid Cap Growth Fund Regular Plan compare
Kotak Emerging Equity Scheme - Growth
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Chart Comparison
Overview
Scheme Name | Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Fund | Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Investment Plan | Growth | Growth |
Level of Risk | Very High | Very High |
Asset Size (Cr) | ₹49092 Cr | ₹4354 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹100 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 30 Mar 2007 | 31 Mar 2004 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 2.88% | 69.98% |
Expense Ratio | 1.44 | 1.87 |
Manager | Harsha Upadhyaya | Satish Chandra Mishra |
ISIN Code | INF174K01DS9 | INF277K01626 |
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 | Tata Mid Cap Growth 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 | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Month | 8.64% | 7.94% |
6 Month | -13.76% | -15.4% |
1 Year | 15.29% | 6.76% |
3 Year | 19.08% | 18.04% |
5 Year | 31.91% | 29.25% |
SIP Return Analysis
Scheme Name | Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
6 Month | -8.68% | -7.17% |
1 Year | -12.27% | -15.06% |
3 Year | 17.96% | 17.29% |
5 Year | 21.66% | 20.16% |
Rolling Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Year | 13.66% | 17.53% |
3 Year | 19.04% | 16.61% |
5 Year | 17.67% | 17.03% |
Risk Management
Scheme Name | Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 15.958% | 13.05% |
Sharp | 0.648% | 0.63% |
Beta | 0.86% | 0.91% |
Alpha | -0.958% | -2.03% |
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Fund Managers
Scheme Name | Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Name | Harsha Upadhyaya | Satish Chandra Mishra |
Total AUM | ₹139411 Cr | ₹13117 Cr |
Funds Managed | 11 | 5 |
Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Market Cap
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 3.56 | 2.98 |
Small Cap | 16.88 | 20.31 |
Mid Cap | 67.78 | 68.49 |
Large Cap | 11.78 | 8.23 |
Sector Allocation
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 3.56 | 2.92 |
Financial Services | 11.42 | 20.39 |
Consumer Cyclical | 15.6 | 11.73 |
Healthcare | 10.73 | 14.75 |
Technology | 16.21 | 5.68 |
Real Estate | 2.96 | 4.84 |
Energy | 3.08 | 1.69 |
Utilities | 0.82 | 1.87 |
Basic Materials | 15.17 | 9.49 |
Industrials | 17.04 | 22.52 |
Communication Services | 2.01 | 2.98 |
Consumer Defensive | 1.39 | 1.13 |
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