Quant Mid Cap Fund vs Kotak Emerging Equity Scheme compare

Link copied to clipboard!

tortoise-icon Kotak Emerging Equity Scheme - Growth

Invest Now

tortoise-icon Quant Mid Cap Fund-Growth

Invest Now

Chart Comparison

Overview Trailing Returns SIP Returns Rolling Returns Risk Managers Market Cap Sectors

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 Very High
Asset Size (Cr) ₹50627 Cr ₹8941 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 1.43 1.73
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 6.11% 4.01%
6 Month 8.95% -8.78%
1 Year 37.8% 22.81%
3 Year 23.39% 23.26%
5 Year 27.95% 32.57%

SIP Return Analysis

Scheme Name Kotak Emerging Equity Scheme - Growth Quant Mid Cap Fund-Growth
6 Month - -
1 Year 36.07% 5.06%
3 Year 32.23% 27.09%
5 Year 30.61% 31.57%

Rolling Lumpsum Returns

Scheme Name Kotak Emerging Equity Scheme - Growth Quant Mid Cap Fund-Growth
1 Year 13.27% 12.47%
3 Year 18.68% 11.42%
5 Year 17.6% 10.35%

Risk Management

Scheme Name Kotak Emerging Equity Scheme - Growth Quant Mid Cap Fund-Growth
Standard Deviation 12.22% 15.85%
Sharp 1.16% 1.43%
Beta 0.8% 0.88%
Alpha 2.59% 5.07%

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 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

Top Comparisons

Franklin India Dynamic Asset Allocation Fund of Funds-Growth Franklin India Dynamic Asset Allocation Fund of Funds-Growth

3Y Returns14.32%

VS

ICICI Prudential Asset Allocator Fund (FOF) - Growth ICICI Prudential Asset Allocator Fund (FOF) - Growth

3Y Returns13.72%

Compare Now

ICICI Prudential MidCap Fund - Growth ICICI Prudential MidCap Fund - Growth

3Y Returns21.67%

VS

Edelweiss Mid Cap Fund - Regular Plan - Growth Option Edelweiss Mid Cap Fund - Regular Plan - Growth Option

3Y Returns26.7%

Compare Now

UTI Ultra Short Duration Fund- Regular Plan - Growth Option UTI Ultra Short Duration Fund- Regular Plan - Growth Option

3Y Returns5.99%

VS

Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth Baroda BNP Paribas Ultra Short Duration Fund - Regular Plan - Growth

3Y Returns6.48%

Compare Now

INVESCO INDIA LARGE & MID CAP FUND - Growth INVESCO INDIA LARGE & MID CAP FUND - Growth

3Y Returns23.51%

VS

Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option Mirae Asset Large & Midcap Fund - Regular Plan - Growth Option

3Y Returns15.18%

Compare Now
Request call back
Add to Cart Successfully