Compare Kotak Midcap Fund vs Motilal Oswal Midcap Fund
Kotak Midcap Fund
Motilal Oswal Midcap Fund
Risk
Very High
Very High
Rating
4.0
3.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.49
1.7
NAV
₹170.10
₹115.34
Fund Started
12 Feb 2007
03 Feb 2014
Fund Size
₹67611.00 Cr
₹37473.87 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 of 1%, if redeemed within 365 days.
1 Year
6.40%
-1.98%
3 Year
18.95%
19.11%
5 Year
16.53%
21.57%
Equity
98.11%
97.11%
Cash
1.89%
2.89%
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% |
One97 Communications Ltd. | 7.34% |
Kalyan Jewellers India Ltd. | 6.34% |
Coforge Ltd. | 6.04% |
Eternal Ltd. | 5.96% |
Kei Industries Ltd. | 5.61% |
Aditya Birla Capital Ltd. | 5.49% |
Persistent Systems Ltd. | 4.59% |
Billionbrains Garage Ventures Ltd. | 4.56% |
Shriram Finance Ltd | 3.78% |
BSE Ltd. | 3.61% |
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 achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
12 Feb 2007
03 Feb 2014
