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Compare Kotak Emerging Equity Fund vs HDFC Mid-Cap Opportunities Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹100 | ₹100 |
Expense Ratio | 1.42 | 1.39 |
NAV | ₹134.89 | ₹194.25 |
Fund Started | 12 Feb 2007 | 07 May 2007 |
Fund Size | ₹53463.94 Cr | ₹79717.67 Cr |
Exit Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days | Exit load of 1% if redeemed within 1 year. |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.42
1.39
NAV
₹134.89
₹194.25
Fund Started
12 Feb 2007
07 May 2007
Fund Size
₹53463.94 Cr
₹79717.67 Cr
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Exit load of 1% if redeemed within 1 year.
Returns
1 Year | 6.58% | 7.91% |
3 Year | 27.58% | 32.29% |
5 Year | 30.38% | 31.99% |
1 Year
6.58%
7.91%
3 Year
27.58%
32.29%
5 Year
30.38%
31.99%
Holding Analysis
Equity | 94.07% | 91.78% |
Cash | 5.93% | 8.22% |
Equity
94.07%
91.78%
Cash
5.93%
8.22%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Solar Industries India Ltd. | 3.33% |
Fortis Healthcare Ltd. | 3.27% |
Ipca Laboratories Ltd. | 3.03% |
Mphasis Ltd. | 2.99% |
GE Vernova T&D India Ltd. | 2.97% |
Dixon Technologies (India) Ltd. | 2.65% |
Oberoi Realty Ltd. | 2.62% |
JK Cement Ltd. | 2.49% |
Coromandel International Ltd. | 2.45% |
Bharat Electronics Ltd. | 2.42% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.81% |
The Federal Bank Ltd. | 3.24% |
Coforge Ltd. | 3.22% |
Balkrishna Industries Ltd. | 2.94% |
Ipca Laboratories Ltd. | 2.91% |
Hindustan Petroleum Corporation Ltd. | 2.86% |
Indian Bank | 2.85% |
AU Small Finance Bank Ltd. | 2.56% |
Apollo Tyres Ltd. | 2.47% |
The Indian Hotels Company Ltd. | 2.38% |
Fund Manager
Name | Pankaj Tibrewal | Chirag Setalvad |
Start Date | 07 Sep 2022 | 28 Jun 2014 |
Name
Pankaj Tibrewal
Chirag Setalvad
Start Date
07 Sep 2022
28 Jun 2014
About Fund
Description | The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies. | The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies. |
Launch Date | 12 Feb 2007 | 07 May 2007 |
Description
The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies.
The scheme seeks to provide long-term capital appreciation/income by investing predominantly in Mid-Cap companies.
Launch Date
12 Feb 2007
07 May 2007