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)	₹51371 Cr	₹4194 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹100
Min Addl Investment	₹100	₹1000
Launch Date	30 Mar 2007	01 Jul 1994
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	1.42	0.75
Manager	Harsha Upadhyaya	Satish Chandra Mishra
ISIN Code	INF174K01DS9	INF277K01626
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365	For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days./365

Scheme Name	Kotak Emerging Equity Scheme - Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
1 Month	-5.51%	-6.31%
6 Month	17.22%	7.78%
1 Year	38.29%	30.9%
3 Year	20.21%	18.01%
5 Year	26.85%	24.55%

Scheme Name	Kotak Emerging Equity Scheme - Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
6 Month	-	-
1 Year	33.89%	20.76%
3 Year	30.38%	28.57%
5 Year	29.78%	27.48%

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	1.12%	0.98%
Beta	0.8%	0.87%
Alpha	2.38%	0.06%

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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	3.1	5.23
Small Cap	15.06	20.76
Large Cap	11.49	9.14
Mid Cap	70.55	64.87

Scheme Name	Kotak Emerging Equity Scheme - Growth	Tata Mid Cap Growth Fund Regular Plan- Growth Option
Others	3.1	2.96
Capital Markets	0.93	-
Finance	6.3	-
Banks	3.38	-
Healthcare Services	4.17	-
IT - Software	14.04	-
Realty	2.88	-
Petroleum Products	0.68	-
Chemicals & Petrochemicals	5.82	-
Electrical Equipment	2.13	-
Fertilizers & Agrochemicals	4.79	-
Insurance	2.77	-
Industrial Products	7.78	-
Consumer Durables	11.12	-
Construction	1.02	8.64
Aerospace & Defense	1.77	-
Oil	1.68	-
Auto Components	11.4	-
Cement & Cement Products	3.3	-
Telecom - Services	2	-
Entertainment	0.26	-
Pharmaceuticals & Biotechnology	5.12	-
Personal Products	1.44	-
Industrial Manufacturing	0.31	-
Textiles & Apparels	0.53	-
Leisure Services	0.39	-
Retailing	0.76	-
Gas	0.33	-
Materials	-	5.75
Chemicals	-	4.33
Financial	-	16.7
Energy	-	2.81
Healthcare	-	11.33
Consumer Staples	-	2.43
Services	-	8.18
Metals & Mining	-	5.22
Communication	-	2.68
Capital Goods	-	15.46
Automobile	-	5.98
Consumer Discretionary	-	2.05
Technology	-	2.71
Diversified	-	0.87
Textiles	-	1.9