Quant Mid Cap Fund vs Kotak Emerging Equity Scheme compare
Kotak Emerging Equity Scheme - Growth
Quant Mid Cap Fund-Growth
Chart Comparison
Overview
Scheme Name | Kotak Emerging Equity Scheme - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
Fund | Kotak Emerging Equity Scheme - Growth | Quant Mid Cap Fund-Growth |
Investment Plan | Growth | Growth |
Level of Risk | Very High Risk | Very High Risk |
Asset Size (Cr) | ₹49092 Cr | ₹8608 Cr |
Min Investment | ₹100 | ₹5000 |
Min SIP Invesment | ₹100 | ₹1000 |
Min Addl Investment | ₹100 | ₹1000 |
Launch Date | 30 Mar 2007 | 21 Mar 2001 |
Category | Mid Cap | Mid Cap |
Fund Type | Open Ended | Open Ended |
Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
Turn Over | 2.88% | % |
Expense Ratio | 1.44 | 1.75 |
Manager | Harsha Upadhyaya | Sanjeev Sharma |
ISIN Code | INF174K01DS9 | INF966L01176 |
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 | Quant Mid Cap Fund - Growth charges 0.5% of sell value; if fund sold before 90 days. There are no other charges./365 |
Trailing Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
1 Month | -7.28% | -7.58% |
6 Month | -12.83% | -19.23% |
1 Year | 12.85% | -4.42% |
3 Year | 18.45% | 19.55% |
5 Year | 21.36% | 27.36% |
SIP Return Analysis
Scheme Name | Kotak Emerging Equity Scheme - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
6 Month | - | - |
1 Year | -8.99% | -21.61% |
3 Year | 17.48% | 15.72% |
5 Year | 22.1% | 24.41% |
Rolling Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
1 Year | 13.66% | 12.53% |
3 Year | 19.04% | 11.62% |
5 Year | 17.67% | 10.43% |
Risk Management
Scheme Name | Kotak Emerging Equity Scheme - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
Standard Deviation | 14.541% | 17.376% |
Sharp | 0.873% | 0.838% |
Beta | 0.826% | 0.924% |
Alpha | 0.234% | 0.658% |
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Fund Managers
Scheme Name | Kotak Emerging Equity Scheme - Growth | Quant Mid Cap Fund-Growth |
---|---|---|
Name | Harsha Upadhyaya | Sanjeev Sharma |
Total AUM | ₹139411 Cr | ₹39731 Cr |
Fund Manage | 11 | 22 |
Kotak Emerging Equity Scheme - Growth | Quant Mid Cap Fund-Growth |
Market Cap
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 3.71 | 12.39 |
Small Cap | 14.15 | - |
Large Cap | 10.8 | 17.85 |
Mid Cap | 71.14 | 69.78 |
Sector Allocation
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Quant Mid Cap Fund-Growth |
---|---|---|
Others | 3.71 | 12.39 |
Capital Markets | 1.15 | - |
Finance | 4.97 | 4.13 |
Banks | 3.46 | - |
Healthcare Services | 4.49 | - |
IT - Software | 15.17 | 3.99 |
Realty | 3.11 | - |
Petroleum Products | 0.61 | 9.72 |
Chemicals & Petrochemicals | 5.66 | 4.28 |
Electrical Equipment | 2.63 | - |
Fertilizers & Agrochemicals | 4.88 | - |
Insurance | 2.76 | 1.05 |
Industrial Products | 7.32 | - |
Consumer Durables | 10.86 | - |
Construction | 1.01 | 7.93 |
Aerospace & Defense | 1.83 | - |
Oil | 1.42 | - |
Auto Components | 11.37 | 6.21 |
Cement & Cement Products | 3.3 | - |
Telecom - Services | 2.03 | 4.5 |
Pharmaceuticals & Biotechnology | 5.6 | 11.58 |
Personal Products | 1.61 | - |
Industrial Manufacturing | 0.3 | - |
Textiles & Apparels | 0.55 | - |
Transport Services | - | 7.91 |
Ferrous Metals | - | 11.77 |
Diversified FMCG | - | 5.34 |
Agricultural Food & other Products | - | 5.86 |
Power | - | 1.74 |
Leisure Services | - | 1.62 |
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