- ProductsInvestment SuiteExclusiveFeatures
- PlatformTrading PlatformsFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnStockshaalaResourceInvesting GuideEvents
- Partner
- Support
Products
Platform
Research
Market
Learn
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 | 1.44 | 1.42 |
NAV | ₹124.06 | ₹175.96 |
Fund Started | 12 Feb 2007 | 07 May 2007 |
Fund Size | ₹49645.85 Cr | ₹74909.76 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
1.44
1.42
NAV
₹124.06
₹175.96
Fund Started
12 Feb 2007
07 May 2007
Fund Size
₹49645.85 Cr
₹74909.76 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 | 11.26% | 10.33% |
3 Year | 20.55% | 26.66% |
5 Year | 30.63% | 33.32% |
1 Year
11.26%
10.33%
3 Year
20.55%
26.66%
5 Year
30.63%
33.32%
Holding Analysis
Equity | 95.53% | 92.56% |
Cash | 4.47% | 7.44% |
Equity
95.53%
92.56%
Cash
4.47%
7.44%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Coromandel International Ltd. | 3.46% |
Fortis Healthcare Ltd. | 3.41% |
Ipca Laboratories Ltd. | 3.20% |
Mphasis Ltd. | 3.07% |
Solar Industries India Ltd. | 2.93% |
Oracle Financial Services Software Ltd. | 2.69% |
Oberoi Realty Ltd. | 2.65% |
Dixon Technologies (India) Ltd. | 2.50% |
JK Cement Ltd. | 2.50% |
Persistent Systems Ltd. | 2.33% |
Name | Assets |
|---|---|
Max Financial Services Ltd. | 4.45% |
The Federal Bank Ltd. | 3.36% |
Balkrishna Industries Ltd. | 3.34% |
The Indian Hotels Company Ltd. | 3.31% |
Ipca Laboratories Ltd. | 3.01% |
Coforge Ltd. | 2.93% |
Hindustan Petroleum Corporation Ltd. | 2.81% |
Indian Bank | 2.78% |
Apollo Tyres Ltd. | 2.64% |
AU Small Finance Bank Ltd. | 2.58% |
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