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Compare Kotak Nifty Midcap 150 Momentum 50 Index Fund vs Invesco India Mid Cap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | - | 4.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 0.93 | 1.72 |
NAV | ₹9.36 | ₹185.40 |
Fund Started | 19 Sep 2024 | 15 Feb 2007 |
Fund Size | ₹283.83 Cr | ₹10007.39 Cr |
Exit Load | - | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
0.93
1.72
NAV
₹9.36
₹185.40
Fund Started
19 Sep 2024
15 Feb 2007
Fund Size
₹283.83 Cr
₹10007.39 Cr
Exit Load
-
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
Returns
1 Year | -4.96% | 8.82% |
3 Year | - | 25.98% |
5 Year | - | 25.28% |
1 Year
-4.96%
8.82%
3 Year
-
25.98%
5 Year
-
25.28%
Holding Analysis
Equity | 100.16% | 99.43% |
Cash | -0.16% | 0.57% |
Equity
100.16%
99.43%
Cash
-0.16%
0.57%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Max Healthcare Institute Ltd. | 4.68% |
Max Financial Services Ltd. | 4.58% |
BSE Ltd. | 4.49% |
Suzlon Energy Ltd. | 4.09% |
Coforge Ltd. | 3.76% |
Solar Industries India Ltd. | 3.61% |
One97 Communications Ltd. | 3.60% |
Persistent Systems Ltd. | 3.55% |
Fortis Healthcare Ltd. | 3.31% |
SRF Ltd. | 3.18% |
Name | Assets |
|---|---|
AU Small Finance Bank Ltd. | 5.59% |
Swiggy Ltd. | 5.23% |
The Federal Bank Ltd. | 5.07% |
L&T Finance Ltd. | 4.89% |
Prestige Estates Projects Ltd. | 4.59% |
BSE Ltd. | 4.04% |
Max Financial Services Ltd. | 4.02% |
Glenmark Pharmaceuticals Ltd. | 3.78% |
Sai Life Sciences Ltd. | 3.30% |
JK Cement Ltd. | 3.19% |
Fund Manager
Name | Satish Dondapati | Amit Ganatra |
Start Date | 20 Nov 2025 | 03 Oct 2025 |
Name
Satish Dondapati
Amit Ganatra
Start Date
20 Nov 2025
03 Oct 2025
About Fund
Description | The scheme seeks to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking errors. | The scheme seeks to generate capital appreciation by investing predominantly in Midcap companies |
Launch Date | 19 Sep 2024 | 15 Feb 2007 |
Description
The scheme seeks to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking errors.
The scheme seeks to generate capital appreciation by investing predominantly in Midcap companies
Launch Date
19 Sep 2024
15 Feb 2007