Mahindra Manulife Mid Cap Fund vs Kotak Emerging Equity Scheme compare

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tortoise-icon Kotak Emerging Equity Scheme - Growth

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tortoise-icon Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

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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 Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Fund Kotak Emerging Equity Scheme - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹50627 Cr ₹3341 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 30 Mar 2007 30 Jan 2018
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 2.88% 116%
Expense Ratio 1.43 1.89
Manager Harsha Upadhyaya Abhinav Khandelwal
ISIN Code INF174K01DS9 INF174V01473
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 Mahindra Manulife Mid Cap Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 90 days. There are no other charges./365

Trailing Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
1 Month 3.62% 3.6%
6 Month 6.39% 3.23%
1 Year 34.57% 31.12%
3 Year 23.03% 24.72%
5 Year 27.23% 27.79%

SIP Return Analysis

Scheme Name Kotak Emerging Equity Scheme - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 29.8% 20.06%
3 Year 30.5% 32.57%
5 Year 29.85% 30.92%

Rolling Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
1 Year 13.27% 17.27%
3 Year 18.68% 25%
5 Year 17.6% 22.54%

Risk Management

Scheme Name Kotak Emerging Equity Scheme - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Standard Deviation 12.22% 14.84%
Sharp 1.16% 1.31%
Beta 0.8% 0.96%
Alpha 2.59% 0.6%

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Fund Managers

Scheme Name Kotak Emerging Equity Scheme - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
Name Harsha Upadhyaya Abhinav Khandelwal
Total AUM ₹139411 Cr ₹5522 Cr
Fund Manage 11 5
Kotak Emerging Equity Scheme - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Market Cap

Scheme Name

Kotak Emerging Equity Scheme - Growth

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Others 3.71 2.19
Small Cap 14.15 12.09
Large Cap 10.8 19.15
Mid Cap 71.14 66.57

Sector Allocation

Scheme Name

Kotak Emerging Equity Scheme - Growth

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Others 3.71 2.19
Capital Markets 1.15 2.17
Finance 4.97 8.53
Banks 3.46 11.5
Healthcare Services 4.49 3.05
IT - Software 15.17 7.94
Realty 3.11 1.49
Petroleum Products 0.61 1.77
Chemicals & Petrochemicals 5.66 2.88
Electrical Equipment 2.63 6.43
Fertilizers & Agrochemicals 4.88 0.89
Insurance 2.76 -
Industrial Products 7.32 3.86
Consumer Durables 10.86 2.13
Construction 1.01 -
Aerospace & Defense 1.83 -
Oil 1.42 0.85
Auto Components 11.37 8.24
Cement & Cement Products 3.3 3.04
Telecom - Services 2.03 3.3
Pharmaceuticals & Biotechnology 5.6 6.69
Personal Products 1.61 2.44
Industrial Manufacturing 0.3 0.52
Textiles & Apparels 0.55 1.42
Agricultural, Commercial & Construction Vehicles - 1.04
Paper, Forest & Jute Products - 0.93
Ferrous Metals - 3.42
Automobiles - 2
Agricultural Food & other Products - 1.37
Diversified - 2.3
Gas - 1.94
Minerals & Mining - 0.8
Retailing - 3.39
Power - 1.48

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