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 | 1.72 |
NAV | ₹9.18 | ₹172.18 |
Fund Started | 19 Sep 2024 | 15 Feb 2007 |
Fund Size | ₹306.45 Cr | ₹10296.36 Cr |
Exit Load | - | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. |
Risk
Very High
Very High
Rating
-
4.0
Min SIP Amount
₹100
₹100
Expense Ratio
0.93
1.72
NAV
₹9.18
₹172.18
Fund Started
19 Sep 2024
15 Feb 2007
Fund Size
₹306.45 Cr
₹10296.36 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 | -10.41% | 7.25% |
3 Year | - | 25.44% |
5 Year | - | 21.31% |
1 Year
-10.41%
7.25%
3 Year
-
25.44%
5 Year
-
21.31%
Equity | 99.97% | 97.50% |
Cash | 0.03% | 2.50% |
Equity
99.97%
97.50%
Cash
0.03%
2.50%
Top 10 Holdings |
|
|
Top 10 Holdings
BSE Ltd. | 5.11% |
Max Financial Services Ltd. | 4.90% |
Max Healthcare Institute Ltd. | 4.61% |
Coforge Ltd. | 3.92% |
Persistent Systems Ltd. | 3.70% |
Suzlon Energy Ltd. | 3.62% |
One97 Communications Ltd. | 3.55% |
Solar Industries India Ltd. | 3.36% |
SRF Ltd. | 3.09% |
Coromandel International Ltd. | 2.89% |
The Federal Bank Ltd. | 5.79% |
AU Small Finance Bank Ltd. | 5.73% |
L&T Finance Ltd. | 5.17% |
Swiggy Ltd. | 5.14% |
Interglobe Aviation Ltd. | 4.00% |
Max Financial Services Ltd. | 3.93% |
BSE Ltd. | 3.88% |
Prestige Estates Projects Ltd. | 3.80% |
Global Health Ltd. | 3.70% |
Glenmark Pharmaceuticals Ltd. | 3.68% |
Name | Satish Dondapati | - |
Start Date | 20 Nov 2025 | - |
Name
Satish Dondapati
-
Start Date
20 Nov 2025
-
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 |
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