Motilal Oswal Midcap Fund vs Kotak Emerging Equity Scheme compare

Link copied to clipboard!

tortoise-icon Kotak Emerging Equity Scheme - Growth

Invest Now

tortoise-icon Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Invest Now

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) ₹51371 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 1.42 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 -4.53% 3.24%
6 Month 18.53% 34.13%
1 Year 45.45% 69.98%
3 Year 22.32% 38.51%
5 Year 27.1% 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 13.29% 17.51%
3 Year 18.82% 17.47%
5 Year 17.62% 13.17%

Risk Management

Scheme Name Kotak Emerging Equity Scheme - Growth Motilal Oswal Midcap Fund-Regular Plan-Growth Option
Standard Deviation 12.22% 13.31%
Sharp 1.28% 1.86%
Beta 0.8% 0.83%
Alpha 2.32% 11.3%

Still Confused Which Fund To Select? Don’t worry! We’re just a call away.

Get Free Experts Guidance
fund-icons

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 3.1 10.12
Small Cap 15.06 2.31
Large Cap 11.49 22.37
Mid Cap 70.55 65.19

Sector Allocation

Scheme Name

Kotak Emerging Equity Scheme - Growth

Motilal Oswal Midcap Fund-Regular Plan-Growth Option

Others 3.1 3.09
Capital Markets 0.93 -
Finance 6.3 -
Banks 3.38 -
Healthcare Services 4.17 -
IT - Software 14.04 -
Realty 2.88 -
Petroleum Products 0.68 -
Chemicals & Petrochemicals 5.82 -
Electrical Equipment 2.13 -
Fertilizers & Agrochemicals 4.79 -
Insurance 2.77 -
Industrial Products 7.78 -
Consumer Durables 11.12 -
Construction 1.02 8.26
Aerospace & Defense 1.77 -
Oil 1.68 -
Auto Components 11.4 -
Cement & Cement Products 3.3 -
Telecom - Services 2 -
Entertainment 0.26 -
Pharmaceuticals & Biotechnology 5.12 -
Personal Products 1.44 -
Industrial Manufacturing 0.31 -
Textiles & Apparels 0.53 -
Leisure Services 0.39 -
Retailing 0.76 -
Gas 0.33 -
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

Top Comparisons

Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth Motilal Oswal Ultra Short Term Fund (MOFUSTF)-Regular Plan- Growth

3Y Returns4.73%

VS

HSBC Ultra Short Duration Fund - Regular Growth HSBC Ultra Short Duration Fund - Regular Growth

3Y Returns5.84%

Compare Now

Nippon India Vision Fund-Growth Plan-Growth Option Nippon India Vision Fund-Growth Plan-Growth Option

3Y Returns22.69%

VS

PGIM India Large and Mid Cap Fund - Regular (G) PGIM India Large and Mid Cap Fund - Regular (G)

3Y Returns0%

Compare Now

ICICI Prudential Exports & Services Fund - Growth ICICI Prudential Exports & Services Fund - Growth

3Y Returns20.19%

VS

INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH INVESCO INDIA ESG INTEGRATION STRATEGY FUND REGULAR GROWTH

3Y Returns14.75%

Compare Now

DSP Banking & PSU Debt Fund - Regular Plan - Growth DSP Banking & PSU Debt Fund - Regular Plan - Growth

3Y Returns5.55%

VS

Axis Banking & PSU Debt Fund - Regular Plan - Growth option Axis Banking & PSU Debt Fund - Regular Plan - Growth option

3Y Returns5.75%

Compare Now
Request call back
Add to Cart Successfully