Motilal Oswal Midcap Fund vs Kotak Emerging Equity Scheme compare

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tortoise-icon Kotak Emerging Equity Scheme - Growth

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tortoise-icon Motilal Oswal Midcap 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 Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Fund Kotak Emerging Equity Scheme - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Investment Plan Growth Growth
Level of Risk Very High Very High
Asset Size (Cr) ₹49439 Cr ₹12583 Cr
Min Investment ₹100 ₹500
Min SIP Invesment ₹100 ₹500
Min Addl Investment ₹100 ₹500
Launch Date 30 Mar 2007 02 Feb 2014
Category Mid Cap Mid Cap
Fund Type Open Ended Open Ended
Benchmark NIFTY Midcap 150 TRI NIFTY Midcap 150 TRI
Turn Over 2.88% 120%
Expense Ratio 1.44 1.69
Manager Harsha Upadhyaya Rakesh Shetty
ISIN Code INF174K01DS9 INF247L01411
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 1 year./365

Trailing Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Month 3.19% 3.24%
6 Month 28.84% 34.13%
1 Year 42.32% 69.98%
3 Year 23.53% 38.51%
5 Year 29.76% 34.26%

SIP Return Analysis

Scheme Name Kotak Emerging Equity Scheme - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
6 Month - -
1 Year 22.72% 25.36%
3 Year 50.45% 68.32%
5 Year 106% 137.54%

Rolling Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
1 Year 30.05% 33.77%
3 Year 77.77% 102.56%
5 Year 117.77% 158.43%

Risk Management

Scheme Name Kotak Emerging Equity Scheme - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Standard Deviation 12.22% 13.31%
Sharp 1.35% 1.86%
Beta 0.79% 0.83%
Alpha 1.45% 11.3%

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Fund Managers

Scheme Name Kotak Emerging Equity Scheme - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Name Harsha Upadhyaya Rakesh Shetty
Total AUM ₹139411 Cr ₹33886 Cr
Fund Manage 11 19
Kotak Emerging Equity Scheme - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Market Cap

Scheme Name

Kotak Emerging Equity Scheme - Growth

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Others 3.96 10.12
Small Cap 15.12 2.31
Large Cap 12.01 22.37
Mid Cap 68.82 65.19

Sector Allocation

Scheme Name

Kotak Emerging Equity Scheme - Growth

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Others 3.76 3.09
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 -
Industrial Products 9.08 -
Consumer Durables 10.15 -
Construction 0.64 8.26
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 -
Energy - 3.76
Healthcare - 6.12
Capital Goods - 7.41
Technology - 13.79
Communication - 10.65
Consumer Discretionary - 11.42
Chemicals - 3.17
Services - 8.85
Financial - 11.61
Automobile - 11.86

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