Compare Kotak Midcap Fund vs HSBC Midcap Fund
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.38
2.17
NAV
₹162.15
₹508.59
Fund Started
12 Feb 2007
25 Jun 2004
Fund Size
₹63539.49 Cr
₹13386.58 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
6.01%
18.03%
3 Year
19.89%
26.75%
5 Year
17.23%
18.82%
Equity
99.46%
98.63%
Cash
0.54%
1.38%
Top 10 Holdings
GE Vernova T&D India Ltd | 4.89% |
Fortis Healthcare Ltd. | 4.08% |
Ipca Laboratories Ltd. | 2.98% |
Mphasis Ltd. | 2.84% |
Kei Industries Ltd. | 2.80% |
Indian Bank | 2.45% |
Solar Industries India Ltd. | 2.42% |
Vishal Mega Mart Ltd. | 2.34% |
Oracle Financial Services Software Ltd. | 2.29% |
Bharat Electronics Ltd. | 2.28% |
BSE Ltd. | 5.13% |
GE Vernova T&D India Ltd | 4.94% |
FSN E-Commerce Ventures Ltd. | 4.85% |
Hitachi Energy India Ltd. | 4.72% |
Billionbrains Garage Ventures Ltd. | 3.88% |
The Federal Bank Ltd. | 3.86% |
Piramal Finance Ltd. | 3.51% |
PB Fintech Ltd. | 3.43% |
Lenskart Solutions Ltd. | 3.23% |
Bharat Electronics Ltd. | 3.01% |
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
