Kotak Emerging Equity Scheme vs Tata Mid Cap Growth Fund Regular Plan compare

Kotak Emerging Equity Scheme - Growth

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Tata Mid Cap Growth Fund Regular Plan- Growth Option

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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)	₹50627 Cr	₹4444 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	1.43	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

Scheme Name	Kotak Emerging Equity Scheme - Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Month	3.62%	1.58%
6 Month	6.39%	-1.68%
1 Year	34.57%	22.79%
3 Year	23.03%	20.75%
5 Year	27.23%	24.66%

Scheme Name	Kotak Emerging Equity Scheme - Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
6 Month	-	-
1 Year	36.07%	19.28%
3 Year	32.23%	28.88%
5 Year	30.61%	27.45%

Scheme Name	Kotak Emerging Equity Scheme - Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Year	13.27%	17.42%
3 Year	18.68%	16.1%
5 Year	17.6%	16.97%

Scheme Name	Kotak Emerging Equity Scheme - Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Standard Deviation	12.22%	13.05%
Sharp	1.16%	1%
Beta	0.8%	0.87%
Alpha	2.59%	-0.09%

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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
Fund Manage	11	5
	Kotak Emerging Equity Scheme - Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option

Scheme Name	Kotak Emerging Equity Scheme - Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Others	3.71	4.64
Small Cap	14.15	18.55
Large Cap	10.8	7.57
Mid Cap	71.14	69.24

Scheme Name	Kotak Emerging Equity Scheme - Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Others	3.71	4.64
Capital Markets	1.15	-
Finance	4.97	7.33
Banks	3.46	5.51
Healthcare Services	4.49	-
IT - Software	15.17	5.23
Realty	3.11	4.9
Petroleum Products	0.61	1.35
Chemicals & Petrochemicals	5.66	1.69
Electrical Equipment	2.63	3.57
Fertilizers & Agrochemicals	4.88	3.53
Insurance	2.76	5.26
Industrial Products	7.32	8.24
Consumer Durables	10.86	2.78
Construction	1.01	3.05
Aerospace & Defense	1.83	1.03
Oil	1.42	0.44
Auto Components	11.37	5.5
Cement & Cement Products	3.3	3.4
Telecom - Services	2.03	2.97
Pharmaceuticals & Biotechnology	5.6	13.12
Personal Products	1.61	1.73
Industrial Manufacturing	0.3	-
Textiles & Apparels	0.55	1.98
Agricultural, Commercial & Construction Vehicles	-	1.39
Leisure Services	-	2.87
Diversified	-	0.81
Agricultural Food & other Products	-	1.09
Transport Infrastructure	-	3.75
Transport Services	-	0.69
Power	-	0.82
Commercial Services & Supplies	-	1.33