Mid Cap Fund comparison
Kotak Emerging Equity Scheme vs HDFC Mid-Cap Opportunities Fund
Over the last 3 years, Kotak Emerging Equity Scheme returned 14.2% a year versus 14.4% for HDFC Mid-Cap Opportunities Fund. The category average was 13.0%. In its deepest fall over the same period, Kotak Emerging Equity Scheme dropped 6.7% versus 6.1% for HDFC Mid-Cap Opportunities Fund. Qonfido rates Kotak Emerging Equity Scheme Standard and HDFC Mid-Cap Opportunities Fund Select within the Mid Cap Fund peer group.
Ratings and metrics as of
At a glance
Higher 3-year return
About level
Smaller worst fall
HDFC Mid-Cap Opportunities Fund
Smoother ride (higher Sharpe)
About level
Head-to-head
Swap either fund or add a third to see how they line up.
Kotak Emerging Equity Scheme
Mid Cap Fund
0/4
rounds won
HDFC Mid
Mid Cap Fund
4/4
rounds won
Round by round
Three questions in one shape. A bigger triangle = stronger all round.
- Kotak Emerging Equity Scheme
- HDFC Mid
Growth
Who grew money faster?
Average yearly return over the last 3 years.
14.2%14.4%✓Dip protection
Who fell less in the worst dip?
Biggest fall from a peak in the period. Smaller hurts less.
-6.7%-6.1%✓Smooth ride
Who gave a smoother ride?
Return earned for every unit of ups and downs. Higher is smoother.
0.610.65✓
Qonfido rating
Quality vs peers in the same category. Premier is the top tier.
HDFC Mid is rated higher
What matters most to you?
Quick take for “Balanced”
HDFC Mid comes out ahead — it grew money faster and fell less in bad markets.
Based on the last 3 years of data. A starting point for research, not advice.
What could your money become?
If each fund repeated its last 3 years. Drag to try.
You’d put in ₹12.00 L. HDFC Mid ends about ₹35,202 ahead — that’s roughly 4 months of your SIP.
Illustration only. Past returns rarely repeat exactly.
Key numbers
| Metric | Kotak Emerging Equity Scheme | HDFC Mid-Cap Opportunities Fund |
|---|---|---|
| Qonfido rating | Standard | Select |
| 3Y return (CAGR) | 14.2% | 14.4% |
| Worst fall (max drawdown) | 6.7% | 6.1% |
| Sharpe ratio (3Y) | 0.61 | 0.65 |
| Beta (3Y) | 0.99 | 0.94 |
| Fund size (AUM) | ₹47,411 Cr | ₹68,032 Cr |
| Category average 3Y return | 13.0% | |
Frequently asked questions
Which is better, Kotak Emerging Equity Scheme or HDFC Mid-Cap Opportunities Fund?
Neither fund is better for every investor. Based on data as of 11 Oct 2026. Over the last 3 years, Kotak Emerging Equity Scheme returned 14.2% a year versus 14.4% for HDFC Mid-Cap Opportunities Fund. The category average was 13.0%. In its deepest fall over the same period, Kotak Emerging Equity Scheme dropped 6.7% versus 6.1% for HDFC Mid-Cap Opportunities Fund. Qonfido rates Kotak Emerging Equity Scheme Standard and HDFC Mid-Cap Opportunities Fund Select within the Mid Cap Fund peer group. Which fits depends on your goal, time horizon and comfort with falls. This comparison is educational research support, not personalised investment advice. Past performance does not indicate future returns.
Which has given higher returns, Kotak Emerging Equity Scheme or HDFC Mid-Cap Opportunities Fund?
Based on data as of 11 Oct 2026. Over the last 3 years, Kotak Emerging Equity Scheme returned 14.2% a year versus 14.4% for HDFC Mid-Cap Opportunities Fund. The category average was 13.0%. This comparison is educational research support, not personalised investment advice. Past performance does not indicate future returns.
Which is less risky, Kotak Emerging Equity Scheme or HDFC Mid-Cap Opportunities Fund?
Based on data as of 11 Oct 2026. In its deepest fall over the same period, Kotak Emerging Equity Scheme dropped 6.7% versus 6.1% for HDFC Mid-Cap Opportunities Fund. Sharpe ratio, a measure of return per unit of volatility, was 0.61 for Kotak Emerging Equity Scheme and 0.65 for HDFC Mid-Cap Opportunities Fund. Lower falls and a higher Sharpe ratio point to a smoother past ride, not a guarantee.
What is the Qonfido rating of Kotak Emerging Equity Scheme and HDFC Mid-Cap Opportunities Fund?
Qonfido rates Kotak Emerging Equity Scheme Standard and HDFC Mid-Cap Opportunities Fund Select within the Mid Cap Fund peer group. Ratings compare funds with their category peers on risk-adjusted consistency and are explained on the Qonfido rating methodology page.
Should I invest in both Kotak Emerging Equity Scheme and HDFC Mid-Cap Opportunities Fund?
Both funds sit in the Mid Cap Fund category, so their portfolios can overlap and holding both may add limited diversification. Review holdings overlap, costs and your overall allocation before combining them. This comparison is educational research support, not personalised investment advice. Past performance does not indicate future returns.
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Comparisons are educational research support only. They are not personalised investment advice, suitability assessments, or predictions of returns. Mutual fund investments are subject to market risks. Read scheme documents and consider your goals, horizon, and risk tolerance before investing.