Compare Kotak Mid Cap Fund vs HSBC Midcap Fund
Kotak Mid Cap Fund
HSBC Midcap Fund
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.5
2.21
NAV
₹145.94
₹478.24
Fund Started
12 Feb 2007
25 Jun 2004
Fund Size
₹69282.83 Cr
₹15578.18 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 for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
1 Year
7.32%
21.63%
3 Year
16.11%
23.04%
5 Year
15.66%
18.04%
Equity
98.54%
98.79%
Cash
1.46%
1.22%
Top 10 Holdings
Fortis Healthcare Ltd. | 3.83% |
Eternal Ltd. | 3.24% |
Ipca Laboratories Ltd. | 3.12% |
Vishal Mega Mart Ltd. | 3.06% |
The Federal Bank Ltd. | 2.85% |
L&T Finance Ltd. | 2.85% |
Mphasis Ltd. | 2.68% |
Kei Industries Ltd. | 2.47% |
GE Vernova T&D India Ltd | 2.42% |
Indian Bank | 2.24% |
The Federal Bank Ltd. | 4.91% |
Lenskart Solutions Ltd. | 4.13% |
FSN E-Commerce Ventures Ltd. | 4.04% |
Piramal Finance Ltd. | 3.66% |
PB Fintech Ltd. | 3.64% |
GE Vernova T&D India Ltd | 3.43% |
Meesho Ltd. | 3.34% |
Bharat Forge Ltd. | 3.22% |
Aditya Infotech Ltd. | 2.92% |
Mahindra & Mahindra Financial Services Ltd. | 2.88% |
Name
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Start Date
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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 generate long-term capital growth from an actively managed portfolio of equity and equity related securities of predominantly mid cap companies.
Launch Date
12 Feb 2007
25 Jun 2004
