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Compare Kotak Emerging Equity Fund vs Motilal Oswal Midcap 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 | ₹500 |
Expense Ratio | 1.4 | 1.56 |
NAV | ₹134.53 | ₹102.77 |
Fund Started | 12 Feb 2007 | 03 Feb 2014 |
Fund Size | ₹57101.96 Cr | ₹33608.53 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 365 days.
|
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.4
1.56
NAV
₹134.53
₹102.77
Fund Started
12 Feb 2007
03 Feb 2014
Fund Size
₹57101.96 Cr
₹33608.53 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 365 days.
Returns
1 Year | 8.09% | 6.35% |
3 Year | 22.29% | 28.91% |
5 Year | 28.92% | 34.52% |
1 Year
8.09%
6.35%
3 Year
22.29%
28.91%
5 Year
28.92%
34.52%
Holding Analysis
Equity | 96.65% | 82.83% |
Cash | 3.35% | 17.17% |
Equity
96.65%
82.83%
Cash
3.35%
17.17%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Fortis Healthcare Ltd. | 3.44% |
Mphasis Ltd. | 3.29% |
Solar Industries India Ltd. | 3.04% |
GE Vernova T&D India Ltd. | 2.93% |
Swiggy Ltd. | 2.90% |
Dixon Technologies (India) Ltd. | 2.90% |
Ipca Laboratories Ltd. | 2.90% |
Vishal Mega Mart Ltd. | 2.84% |
Oberoi Realty Ltd. | 2.67% |
JK Cement Ltd. | 2.61% |
Name | Assets |
|---|---|
Coforge Ltd. | 10.48% |
Persistent Systems Ltd. | 9.60% |
Trent Ltd. | 9.39% |
Dixon Technologies (India) Ltd. | 9.07% |
Kalyan Jewellers India Ltd. | 7.57% |
Polycab India Ltd. | 5.05% |
Kei Industries Ltd. | 4.02% |
Bharti Hexacom Ltd. | 3.99% |
Max Healthcare Institute Ltd. | 3.85% |
Kaynes Technology India Ltd. | 2.95% |
Fund Manager
Name | Pankaj Tibrewal | Ajay Khandelwal |
Start Date | 07 Sep 2022 | 16 Dec 2021 |
Name
Pankaj Tibrewal
Ajay Khandelwal
Start Date
07 Sep 2022
16 Dec 2021
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 achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. |
Launch Date | 12 Feb 2007 | 03 Feb 2014 |
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 achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
12 Feb 2007
03 Feb 2014
