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
1.48
2.3
NAV
₹171.83
₹519.55
Fund Started
12 Feb 2007
25 Jun 2004
Fund Size
₹67611.00 Cr
₹15351.91 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
7.62%
17.10%
3 Year
19.59%
24.44%
5 Year
17.52%
18.18%
Equity
98.11%
98.97%
Cash
1.89%
1.05%
Top 10 Holdings
Fortis Healthcare Ltd. | 3.98% |
Ipca Laboratories Ltd. | 3.11% |
Vishal Mega Mart Ltd. | 3.06% |
GE Vernova T&D India Ltd | 2.84% |
Kei Industries Ltd. | 2.80% |
L&T Finance Ltd. | 2.78% |
The Federal Bank Ltd. | 2.56% |
Mphasis Ltd. | 2.54% |
Bank of Maharashtra | 2.32% |
Solar Industries India Ltd. | 2.25% |
FSN E-Commerce Ventures Ltd. | 4.67% |
The Federal Bank Ltd. | 4.21% |
GE Vernova T&D India Ltd | 3.98% |
Lenskart Solutions Ltd. | 3.84% |
PB Fintech Ltd. | 3.76% |
Piramal Finance Ltd. | 3.66% |
Aditya Infotech Ltd. | 3.54% |
Billionbrains Garage Ventures Ltd. | 3.28% |
Bharat Forge Ltd. | 3.19% |
Meesho Ltd. | 2.87% |
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
