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) ₹51371 Cr ₹2868 Cr
Min Investment ₹100 ₹1000
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹1000
Launch Date 30 Mar 2007 05 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 1.42 1.9
Manager Harsha Upadhyaya Abhinav Khandelwal
ISIN Code INF174K01DS9 INF174V01473
Exits Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365 Exit load of 1% if redeemed within 3 months./365

Trailing Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
1 Month -5.19% -6.73%
6 Month 11.77% 6.14%
1 Year 36.15% 36.18%
3 Year 20.49% 22.23%
5 Year 26.42% 27.06%

SIP Return Analysis

Scheme Name Kotak Emerging Equity Scheme - Growth Mahindra Manulife Mid Cap Fund - Regular Plan - Growth
6 Month - -
1 Year 33.89% 26.17%
3 Year 30.38% 33.1%
5 Year 29.78% 31.17%

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 1.12% 1.31%
Beta 0.8% 0.96%
Alpha 2.38% 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 3.1 3.8
Small Cap 15.06 10.83
Large Cap 11.49 20.56
Mid Cap 70.55 64.81

Sector Allocation

Scheme Name

Kotak Emerging Equity Scheme - Growth

Mahindra Manulife Mid Cap Fund - Regular Plan - Growth

Others 3.1 3.8
Capital Markets 0.93 1.94
Finance 6.3 6.62
Banks 3.38 9.36
Healthcare Services 4.17 2.86
IT - Software 14.04 8.07
Realty 2.88 1.37
Petroleum Products 0.68 1.98
Chemicals & Petrochemicals 5.82 3.78
Electrical Equipment 2.13 5.72
Fertilizers & Agrochemicals 4.79 0.84
Insurance 2.77 -
Industrial Products 7.78 3.79
Consumer Durables 11.12 2.17
Construction 1.02 -
Aerospace & Defense 1.77 -
Oil 1.68 1.01
Auto Components 11.4 8.65
Cement & Cement Products 3.3 2.73
Telecom - Services 2 3.29
Entertainment 0.26 -
Pharmaceuticals & Biotechnology 5.12 7.5
Personal Products 1.44 2.83
Industrial Manufacturing 0.31 0.56
Textiles & Apparels 0.53 1.37
Leisure Services 0.39 -
Retailing 0.76 4.15
Gas 0.33 1.64
Agricultural, Commercial & Construction Vehicles - 0.99
Paper, Forest & Jute Products - 0.94
Ferrous Metals - 3.88
Automobiles - 2.22
Agricultural Food & other Products - 1.31
Diversified - 2.3
Minerals & Mining - 0.85
Power - 1.48

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