Mirae Asset Midcap Fund vs Kotak Emerging Equity Scheme compare

Kotak Emerging Equity Scheme - Growth

Mirae Asset Midcap Fund - Regular Plan-Growth Option

Overview

Scheme Name	Kotak Emerging Equity Scheme - Growth	Mirae Asset Midcap Fund - Regular Plan-Growth Option
Fund	Kotak Emerging Equity Scheme - Growth	Mirae Asset Midcap Fund - Regular Plan-Growth Option
Investment Plan	Growth	Growth
Level of Risk	Very High	Very High
Asset Size (Cr)	₹49439 Cr	₹16669 Cr
Min Investment	₹100	₹5000
Min SIP Invesment	₹100	₹500
Min Addl Investment	₹100	₹1000
Launch Date	30 Mar 2007	01 Jul 2019
Category	Mid Cap	Mid Cap
Fund Type	Open Ended	Open Ended
Benchmark	NIFTY Midcap 150 TRI	NIFTY Midcap 150 TRI
Turn Over	2.88%	34%
Expense Ratio	1.44	1.66
Manager	Harsha Upadhyaya	Ankit Jain
ISIN Code	INF174K01DS9	INF769K01EY2
Exits Load	Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days/365	If redeemed within 1 year (365 days) from the date of allotment: 1%. If redeemed after 1 year (365 days) from the date of allotment: NIL./365

Scheme Name	Kotak Emerging Equity Scheme - Growth	Mirae Asset Midcap Fund - Regular Plan-Growth Option
1 Month	3.19%	1.72%
6 Month	28.84%	20.6%
1 Year	42.32%	43.08%
3 Year	23.53%	23.48%
5 Year	29.76%	29.89%

Scheme Name	Kotak Emerging Equity Scheme - Growth	Mirae Asset Midcap Fund - Regular Plan-Growth Option
6 Month	-	-
1 Year	22.72%	17.98%
3 Year	50.45%	46.22%
5 Year	106%	100.94%

Scheme Name	Kotak Emerging Equity Scheme - Growth	Mirae Asset Midcap Fund - Regular Plan-Growth Option
1 Year	30.05%	30.94%
3 Year	77.77%	75.21%
5 Year	117.77%	110.14%

Scheme Name	Kotak Emerging Equity Scheme - Growth	Mirae Asset Midcap Fund - Regular Plan-Growth Option
Standard Deviation	12.22%	13.73%
Sharp	1.35%	1.12%
Beta	0.79%	0.89%
Alpha	1.45%	-2%

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Scheme Name	Kotak Emerging Equity Scheme - Growth	Mirae Asset Midcap Fund - Regular Plan-Growth Option
Name	Harsha Upadhyaya	Ankit Jain
Total AUM	₹139411 Cr	₹47966 Cr
Fund Manage	11	4
	Kotak Emerging Equity Scheme - Growth	Mirae Asset Midcap Fund - Regular Plan-Growth Option

Scheme Name	Kotak Emerging Equity Scheme - Growth	Mirae Asset Midcap Fund - Regular Plan-Growth Option
Others	3.96	2.88
Small Cap	15.12	19.74
Large Cap	12.01	7.1
Mid Cap	68.82	70.28

Scheme Name	Kotak Emerging Equity Scheme - Growth	Mirae Asset Midcap Fund - Regular Plan-Growth Option
Others	3.76	2.29
Capital Markets	0.73	-
Finance	6.88	-
Banks	3.36	-
Healthcare Services	3.32	-
Realty	2.95	-
Petroleum Products	0.63	-
Chemicals and Petrochemicals	5.47	-
Electrical Equipment	1.68	-
Fertilizers and Agrochemicals	4.84	-
Insurance	2.67	1.18
Industrial Products	9.08	-
Consumer Durables	10.15	-
Construction	0.64	3.08
IT - Software	10.54	-
Aerospace and Defense	2.04	-
Oil	3.03	-
Chemicals & Petrochemicals	0.09	-
Auto Components	14.14	-
Cement and Cement Products	3.01	-
Telecom - Services	1.64	-
Entertainment	0.29	-
Pharmaceuticals and Biotechnology	4.09	-
Personal Products	1.48	-
Pharmaceuticals & Biotechnology	0.88	-
Industrial Manufacturing	0.36	-
Textiles and Apparels	0.54	-
Leisure Services	0.36	-
Retailing	0.68	-
Gas	0.38	-
Unclassified	0.2	-
Automobile	-	9.46
Materials	-	6.49
Metals & Mining	-	2.98
Services	-	9.49
Healthcare	-	13.84
Financial	-	18.22
Chemicals	-	4.75
Energy	-	4.72
Capital Goods	-	7.53
Communication	-	3.71
Consumer Discretionary	-	5.25
Technology	-	4.2
Consumer Staples	-	0.86
Textiles	-	1.95