- Investment
- Explore
-
Tools
SIP Calculator Calculate Future value of SIP Investment
Lumpsum Calculator Calculate Future Value , Period , Returns of Lumpsum investments
Step-Up SIP Calculator Step Up Your SIP Strategy with Our Calculator
Tax Calculator Calculate Amount of Tax Saving & Investment Amount
Retirement Calculator Retirement Corpus & Investment Amount
Compare Funds Comparison of fund details
All Calculator All Financial Calculators at your Fingertips
- Blogs
-
Pro Services
+91-9660032889
+91-9660032889
support@mysiponline.com
Motilal Oswal Midcap Fund vs Kotak Emerging Equity Scheme compare
Kotak Emerging Equity Scheme - Growth
Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Chart Comparison
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) | ₹49092 Cr | ₹24488 Cr |
| Min Investment | ₹100 | ₹500 |
| Min SIP Invesment | ₹100 | ₹500 |
| Min Addl Investment | ₹100 | ₹500 |
| Launch Date | 30 Mar 2007 | 24 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 | 1.58 |
| Manager | Harsha Upadhyaya | Rakesh Shetty |
| ISIN Code | INF174K01DS9 | INF247L01411 |
| 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 | Motilal Oswal Midcap Fund - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
Trailing Lumpsum Returns
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Month | 2.17% | 0.57% |
| 6 Month | -9.98% | -12.42% |
| 1 Year | 13.49% | 14.23% |
| 3 Year | 17.91% | 25.81% |
| 5 Year | 30.69% | 36.46% |
SIP Return Analysis
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 6 Month | -4.52% | -9.14% |
| 1 Year | -11.62% | -14.46% |
| 3 Year | 17.51% | 24.32% |
| 5 Year | 21% | 28.81% |
Rolling Lumpsum Returns
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| 1 Year | 13.66% | 18.45% |
| 3 Year | 19.04% | 18.47% |
| 5 Year | 17.67% | 13.83% |
Risk Management
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Standard Deviation | 15.958% | 18.728% |
| Sharp | 0.648% | 1.047% |
| Beta | 0.86% | 0.892% |
| Alpha | -0.958% | 7.885% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
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 |
| Funds Managed | 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 | 3.56 | 23.08 |
| Small Cap | 16.88 | - |
| Mid Cap | 67.78 | 69.66 |
| Large Cap | 11.78 | 7.25 |
Sector Allocation
| Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Motilal Oswal Midcap Fund-Regular Plan-Growth Option |
|---|---|---|
| Others | 3.56 | 23.08 |
| Financial Services | 11.42 | 0.09 |
| Consumer Cyclical | 15.6 | 16.09 |
| Healthcare | 10.73 | 5 |
| Technology | 16.21 | 34.02 |
| Real Estate | 2.96 | 2.8 |
| Energy | 3.08 | - |
| Utilities | 0.82 | 2.06 |
| Basic Materials | 15.17 | 2.32 |
| Industrials | 17.04 | 11.09 |
| Communication Services | 2.01 | 3.44 |
| Consumer Defensive | 1.39 | - |
Top Comparisons
Motilal Oswal Balance Advantage Fund (MOFDYNAMIC) - Regular Plan - Growth Option
3Y Returns5.76%
Quant Dynamic Asset Allocation Fund Regular - Growth
3Y Returns0%
ICICI Prudential Bluechip Fund - Growth
3Y Returns17.08%
SBI NIFTY50 EQUAL WEIGHT INDEX FUND REGULAR PLAN GROWTH
3Y Returns0%
PGIM India Large and Mid Cap Fund - Regular (G)
3Y Returns0%
Quant Large and Mid Cap Fund-Growth
3Y Returns16.37%
Nippon India Japan Equity Fund- Growth Plan- Growth Option
3Y Returns8.16%
Aditya Birla Sun Life International Equity Fund - Plan A - Growth - Regular Plan
3Y Returns5.84%
