Tata Mid Cap Growth Fund Regular Plan vs Kotak Emerging Equity Scheme compare
Kotak Emerging Equity Scheme - Growth
Tata Mid Cap Growth Fund Regular Plan- Growth Option
Chart Comparison
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| Fund | Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
| Investment Plan | Growth | Growth |
| Level of Risk | Very High | Very High |
| Asset Size (Cr) | ₹50627 Cr | ₹4444 Cr |
| Min Investment | ₹100 | ₹5000 |
| Min SIP Invesment | ₹100 | ₹100 |
| Min Addl Investment | ₹100 | ₹1000 |
| Launch Date | 30 Mar 2007 | 31 Mar 2004 |
| Category | Mid Cap | Mid Cap |
| Fund Type | Open Ended | Open Ended |
| Benchmark | NIFTY Midcap 150 TRI | NIFTY Midcap 150 TRI |
| Turn Over | 2.88% | 69.98% |
| Expense Ratio | 1.43 | 1.87 |
| Manager | Harsha Upadhyaya | Satish Chandra Mishra |
| ISIN Code | INF174K01DS9 | INF277K01626 |
| 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 | Tata Mid Cap Growth Fund - Regular Plan - Growth charges 1.0% of sell value; if fund sold before 365 days. There are no other charges./365 |
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Month | -7.1% | -4.95% |
| 6 Month | -2.54% | -6.64% |
| 1 Year | 22.86% | 13.09% |
| 3 Year | 19.18% | 17.94% |
| 5 Year | 23.73% | 21.95% |
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 6 Month | - | - |
| 1 Year | 11.64% | 1.16% |
| 3 Year | 24.94% | 22.84% |
| 5 Year | 26.43% | 23.96% |
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| 1 Year | 13.27% | 17.42% |
| 3 Year | 18.68% | 16.1% |
| 5 Year | 17.6% | 16.97% |
| Scheme Name | Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| Standard Deviation | 12.22% | 13.05% |
| Sharp | 1.1% | 0.9% |
| Beta | 0.8% | 0.87% |
| Alpha | 2.56% | -0.51% |
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| Scheme Name | Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| Name | Harsha Upadhyaya | Satish Chandra Mishra |
| Total AUM | ₹139411 Cr | ₹13117 Cr |
| Fund Manage | 11 | 5 |
| Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
| Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 3.71 | 4.64 |
| Small Cap | 14.15 | 18.55 |
| Large Cap | 10.8 | 7.57 |
| Mid Cap | 71.14 | 69.24 |
| Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
|---|---|---|
| Others | 3.71 | 4.64 |
| Capital Markets | 1.15 | - |
| Finance | 4.97 | 7.33 |
| Banks | 3.46 | 5.51 |
| Healthcare Services | 4.49 | - |
| IT - Software | 15.17 | 5.23 |
| Realty | 3.11 | 4.9 |
| Petroleum Products | 0.61 | 1.35 |
| Chemicals & Petrochemicals | 5.66 | 1.69 |
| Electrical Equipment | 2.63 | 3.57 |
| Fertilizers & Agrochemicals | 4.88 | 3.53 |
| Insurance | 2.76 | 5.26 |
| Industrial Products | 7.32 | 8.24 |
| Consumer Durables | 10.86 | 2.78 |
| Construction | 1.01 | 3.05 |
| Aerospace & Defense | 1.83 | 1.03 |
| Oil | 1.42 | 0.44 |
| Auto Components | 11.37 | 5.5 |
| Cement & Cement Products | 3.3 | 3.4 |
| Telecom - Services | 2.03 | 2.97 |
| Pharmaceuticals & Biotechnology | 5.6 | 13.12 |
| Personal Products | 1.61 | 1.73 |
| Industrial Manufacturing | 0.3 | - |
| Textiles & Apparels | 0.55 | 1.98 |
| Agricultural, Commercial & Construction Vehicles | - | 1.39 |
| Leisure Services | - | 2.87 |
| Diversified | - | 0.81 |
| Agricultural Food & other Products | - | 1.09 |
| Transport Infrastructure | - | 3.75 |
| Transport Services | - | 0.69 |
| Power | - | 0.82 |
| Commercial Services & Supplies | - | 1.33 |
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