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

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Kotak Emerging Equity Scheme - Growth

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Tata Mid Cap Growth Fund Regular Plan- Growth Option

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Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Risk	Very High Risk
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

Scheme Name	Kotak Emerging Equity Scheme - Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Month	-7.28%	-6.88%
6 Month	-12.83%	-15.16%
1 Year	12.85%	4.3%
3 Year	18.45%	17.45%
5 Year	21.36%	19.54%

Scheme Name	Kotak Emerging Equity Scheme - Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
6 Month	-	-
1 Year	-8.99%	-14.96%
3 Year	17.48%	16.18%
5 Year	22.1%	20.11%

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%

Scheme Name	Kotak Emerging Equity Scheme - Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Standard Deviation	14.541%	13.05%
Sharp	0.873%	0.78%
Beta	0.826%	0.88%
Alpha	0.234%	-0.96%

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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