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Compare Axis Midcap Fund vs Kotak Emerging Equity Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 2.0 | 4.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.57 | 1.42 |
NAV | ₹114.50 | ₹136.70 |
Fund Started | 31 Jan 2011 | 12 Feb 2007 |
Fund Size | ₹30329.59 Cr | ₹52048.91 Cr |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days |
Risk
Very High
Very High
Rating
2.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.57
1.42
NAV
₹114.50
₹136.70
Fund Started
31 Jan 2011
12 Feb 2007
Fund Size
₹30329.59 Cr
₹52048.91 Cr
Exit Load
Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Returns
1 Year | 37.54% | 40.47% |
3 Year | 17.46% | 23.01% |
5 Year | 23.81% | 28.07% |
1 Year
37.54%
40.47%
3 Year
17.46%
23.01%
5 Year
23.81%
28.07%
Holding Analysis
Equity | 94.50% | 96.09% |
Cash | 0.84% | 3.91% |
Equity
94.50%
96.09%
Cash
0.84%
3.91%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Trent Ltd. | 3.64% |
The Indian Hotels Company Ltd. | 2.80% |
Fortis Healthcare Ltd. | 2.77% |
Persistent Systems Ltd. | 2.69% |
Sona BLW Precision Forgings Ltd. | 2.26% |
PI Industries Ltd. | 2.24% |
Cummins India Ltd. | 2.18% |
Coromandel International Ltd. | 2.17% |
Supreme Industries Ltd. | 2.12% |
Cholamandalam Investment and Finance Company Ltd. | 2.00% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 4.16% |
Oracle Financial Services Software Ltd. | 3.51% |
Mphasis Ltd. | 3.31% |
Oberoi Realty Ltd. | 3.11% |
Fortis Healthcare Ltd. | 3.05% |
Ipca Laboratories Ltd. | 3.01% |
Coromandel International Ltd. | 2.49% |
PI Industries Ltd. | 2.39% |
Solar Industries India Ltd. | 2.23% |
Supreme Industries Ltd. | 2.19% |
Fund Manager
Name | Vinayak Jayanath | Pankaj Tibrewal |
Start Date | 17 Jan 2023 | 07 Sep 2022 |
Name
Vinayak Jayanath
Pankaj Tibrewal
Start Date
17 Jan 2023
07 Sep 2022
About Fund
Description | The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies. | The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies. |
Launch Date | 31 Jan 2011 | 12 Feb 2007 |
Description
The scheme seeks to achieve long term capital appreciation by investing predominantly in equity & equity related instruments of Mid Cap companies.
The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies.
Launch Date
31 Jan 2011
12 Feb 2007
