Compare Kotak Midcap Fund vs Invesco India Mid Cap Fund
Risk
Very High
Very High
Rating
4.0
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
1.58
3.21
NAV
₹139.52
₹181.30
Fund Started
12 Feb 2007
15 Feb 2007
Fund Size
₹55675.98 Cr
₹9895.34 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
14.98%
13.67%
3 Year
22.58%
27.18%
5 Year
19.67%
21.98%
Equity
99.42%
99.05%
Cash
0.58%
0.95%
Top 10 Holdings
GE Vernova T&D India Ltd | 5.33% |
Fortis Healthcare Ltd. | 3.97% |
Ipca Laboratories Ltd. | 3.45% |
Mphasis Ltd. | 2.93% |
Kei Industries Ltd. | 2.66% |
Indian Bank | 2.65% |
Bharat Electronics Ltd. | 2.42% |
JK Cement Ltd. | 2.21% |
Solar Industries India Ltd. | 2.14% |
Vishal Mega Mart Ltd. | 2.10% |
The Federal Bank Ltd. | 5.85% |
BSE Ltd. | 5.15% |
AU Small Finance Bank Ltd. | 5.06% |
Prestige Estates Projects Ltd. | 4.76% |
Max Healthcare Institute Ltd. | 4.64% |
Swiggy Ltd. | 4.31% |
Interglobe Aviation Ltd. | 4.16% |
L&T Finance Ltd. | 4.09% |
Glenmark Pharmaceuticals Ltd. | 4.02% |
Global Health Ltd. | 3.91% |
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 capital appreciation by investing predominantly in Midcap companies
Launch Date
12 Feb 2007
15 Feb 2007
