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
Overview
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) | ₹49092 Cr | ₹4354 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 | 1.44 | 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 |
Trailing Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Month | 2.17% | 2.15% |
6 Month | -9.98% | -9.06% |
1 Year | 13.49% | 6.07% |
3 Year | 17.91% | 17.86% |
5 Year | 30.69% | 28.34% |
SIP Return Analysis
Scheme Name | Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
6 Month | -4.52% | -2.7% |
1 Year | -11.62% | -12.31% |
3 Year | 17.51% | 17.27% |
5 Year | 21% | 19.76% |
Rolling Lumpsum Returns
Scheme Name | Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
1 Year | 13.66% | 17.53% |
3 Year | 19.04% | 16.61% |
5 Year | 17.67% | 17.03% |
Risk Management
Scheme Name | Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Standard Deviation | 15.958% | 13.05% |
Sharp | 0.648% | 0.63% |
Beta | 0.86% | 0.91% |
Alpha | -0.958% | -1.79% |
Still Confused Which Fund To Select? Don’t worry! We’re just a call away.
Get Free Experts Guidance
Fund Managers
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 |
Funds Managed | 11 | 5 |
Kotak Emerging Equity Scheme - Growth | Tata Mid Cap Growth Fund Regular Plan- Growth Option |
Market Cap
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 3.56 | 3.85 |
Small Cap | 16.88 | 19.06 |
Mid Cap | 67.78 | 68.81 |
Large Cap | 11.78 | 8.29 |
Sector Allocation
Scheme Name |
Kotak Emerging Equity Scheme - Growth |
Tata Mid Cap Growth Fund Regular Plan- Growth Option |
---|---|---|
Others | 3.56 | 3.76 |
Financial Services | 11.42 | 20.91 |
Consumer Cyclical | 15.6 | 11.64 |
Healthcare | 10.73 | 14.6 |
Technology | 16.21 | 4.98 |
Real Estate | 2.96 | 4.58 |
Energy | 3.08 | 1.34 |
Utilities | 0.82 | 2.79 |
Basic Materials | 15.17 | 9.65 |
Industrials | 17.04 | 21.45 |
Communication Services | 2.01 | 3.12 |
Consumer Defensive | 1.39 | 1.2 |
Top Comparisons
INVESCO INDIA ULTRA SHORT DURATION FUND - Growth
3Y Returns6.55%
LIC MF Ultra Short Term Fund Regular - Growth
3Y Returns6.13%
Invesco India Midcap Fund - Growth Option
3Y Returns22.35%
Edelweiss Mid Cap Fund - Regular Plan - Growth Option
3Y Returns22.34%
SBI Nifty Next 50 Index Fund - Regular Plan - Growth
3Y Returns14.6%
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan
3Y Returns16.75%
Kotak Gilt-Investment Regular-Growth
3Y Returns7.78%
Kotak Gilt-Investment Regular-Growth
3Y Returns7.78%