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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 | 1.58 | 1.46 |
NAV | ₹102.64 | ₹119.60 |
Fund Started | 31 Jan 2011 | 12 Feb 2007 |
Fund Size | ₹28063.01 Cr | ₹48128.71 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
1.58
1.46
NAV
₹102.64
₹119.60
Fund Started
31 Jan 2011
12 Feb 2007
Fund Size
₹28063.01 Cr
₹48128.71 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 | 9.13% | 11.32% |
3 Year | 16.06% | 18.68% |
5 Year | 24.45% | 30.39% |
1 Year
9.13%
11.32%
3 Year
16.06%
18.68%
5 Year
24.45%
30.39%
Holding Analysis
Equity | 88.17% | 98.96% |
Cash | -0.04% | 1.04% |
Equity
88.17%
98.96%
Cash
-0.04%
1.04%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Fortis Healthcare Ltd. | 3.31% |
The Indian Hotels Company Ltd. | 3.18% |
Persistent Systems Ltd. | 2.87% |
Coromandel International Ltd. | 2.75% |
The Federal Bank Ltd. | 2.17% |
Bharti Hexacom Ltd. | 2.14% |
JK Cement Ltd. | 2.14% |
Lupin Ltd. | 2.11% |
Solar Industries India Ltd. | 2.02% |
Cholamandalam Investment and Finance Company Ltd. | 1.98% |
Name | Assets |
|---|---|
Fortis Healthcare Ltd. | 3.59% |
Ipca Laboratories Ltd. | 3.43% |
Coromandel International Ltd. | 3.19% |
Mphasis Ltd. | 3.09% |
Oberoi Realty Ltd. | 2.73% |
JK Cement Ltd. | 2.60% |
Solar Industries India Ltd. | 2.58% |
Oracle Financial Services Software Ltd. | 2.50% |
Persistent Systems Ltd. | 2.49% |
Blue Star Ltd. | 2.22% |
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