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Quant Mid Cap Fund vs Kotak Emerging Equity Scheme compare

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tortoise-icon Kotak Emerging Equity Scheme - Growth

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tortoise-icon Quant Mid Cap Fund-Growth

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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 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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