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Compare Kotak Midcap 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 | 1.38 | 1.54 |
NAV | ₹138.11 | ₹103.10 |
Fund Started | 12 Feb 2007 | 03 Feb 2014 |
Fund Size | ₹60385.03 Cr | ₹37500.86 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
1.38
1.54
NAV
₹138.11
₹103.10
Fund Started
12 Feb 2007
03 Feb 2014
Fund Size
₹60385.03 Cr
₹37500.86 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 | 7.22% | 0.79% |
3 Year | 21.53% | 26.35% |
5 Year | 25.75% | 31.32% |
1 Year
7.22%
0.79%
3 Year
21.53%
26.35%
5 Year
25.75%
31.32%
Holding Analysis
Equity | 98.88% | 87.22% |
Cash | 1.12% | 12.77% |
Equity
98.88%
87.22%
Cash
1.12%
12.77%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Fortis Healthcare Ltd. | 4.19% |
GE Vernova T&D India Ltd | 3.95% |
Mphasis Ltd. | 3.02% |
Dixon Technologies (India) Ltd. | 2.83% |
Vishal Mega Mart Ltd. | 2.66% |
Ipca Laboratories Ltd. | 2.53% |
JK Cement Ltd. | 2.50% |
Indian Bank | 2.42% |
Bharat Electronics Ltd. | 2.37% |
Oberoi Realty Ltd. | 2.36% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 9.47% |
Coforge Ltd. | 9.32% |
One97 Communications Ltd. | 8.69% |
Dixon Technologies (India) Ltd. | 8.68% |
Eternal Ltd. | 8.47% |
Kalyan Jewellers India Ltd. | 8.16% |
Trent Ltd. | 6.26% |
Polycab India Ltd. | 5.49% |
Kaynes Technology India Ltd. | 4.47% |
Kei Industries Ltd. | 4.30% |
Fund Manager
Name | Pankaj Tibrewal | Ajay Khandelwal |
Start Date | 07 Sep 2022 | 25 Jul 2025 |
Name
Pankaj Tibrewal
Ajay Khandelwal
Start Date
07 Sep 2022
25 Jul 2025
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