Compare Kotak Nifty Midcap 150 Momentum 50 Index Fund vs Invesco India Mid Cap Fund
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
0.93
1.71
NAV
₹8.97
₹172.23
Fund Started
19 Sep 2024
15 Feb 2007
Fund Size
₹301.90 Cr
₹10772.11 Cr
Exit Load
-
Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year.
1 Year
13.31%
18.00%
3 Year
-
25.27%
5 Year
-
19.74%
Equity
99.94%
99.60%
Cash
0.06%
0.40%
Top 10 Holdings
BSE Ltd. | 5.34% |
Hero Motocorp Ltd. | 4.96% |
Muthoot Finance Ltd. | 4.93% |
The Federal Bank Ltd. | 4.57% |
AU Small Finance Bank Ltd. | 4.57% |
Cummins India Ltd. | 3.78% |
Ashok Leyland Ltd. | 3.75% |
L&T Finance Ltd. | 3.38% |
One97 Communications Ltd. | 3.19% |
Max Financial Services Ltd. | 2.92% |
The Federal Bank Ltd. | 6.38% |
AU Small Finance Bank Ltd. | 5.80% |
Prestige Estates Projects Ltd. | 5.16% |
L&T Finance Ltd. | 4.80% |
Swiggy Ltd. | 4.60% |
Max Healthcare Institute Ltd. | 4.54% |
BSE Ltd. | 4.22% |
Max Financial Services Ltd. | 3.96% |
Glenmark Pharmaceuticals Ltd. | 3.74% |
Interglobe Aviation Ltd. | 3.72% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking errors.
The scheme seeks to generate capital appreciation by investing predominantly in Midcap companies
Launch Date
19 Sep 2024
15 Feb 2007
