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NAV History Comparison
Sector Allocation Comparison
Metric |
Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth
Kotak Mahindra Mutual Fund
Equity
Mid Cap
|
Motilal Oswal Nifty Midcap 150 Index Fund Direct Growth
Motilal Oswal Mutual Fund
Equity
Mid Cap
3/5
|
||
---|---|---|---|---|
Fund Details | ||||
NAV | ₹ 111.85 (21-Apr-2025) | ₹ 8.69 (21-Apr-2025) | ₹ 35.81 (21-Apr-2025) | ₹ 119.32 (21-Apr-2025) |
Fund Size | 1981.66 | 95.85 | 1986.88 | 114.44 |
Expense Ratio (%) | 0.56 | 0.28 | 0.3 | 2.16 |
Risk | Very High | Very High | Moderately High | Very High |
Min Investment (₹) | 5000 | 100 | 500 | 500 |
Min SIP (₹) | 500 | 100 | 500 | 500 |
Exit Load | Exit Load for units in excess of 10% of the investment,1% will be charged for redemption within 12 months. | Nil | Exit load of 1%, if redeemed within 15 days. | Exit load of 1% if redeemed within 365 days. |
Returns | ||||
1Y Return (%) | 10.6 | N/A | 10.0 | 1.2 |
3Y Return (%) | 18.64 | N/A | 20.68 | 14.85 |
5Y Return (%) | 30.57 | N/A | 32.79 | 24.95 |
Top Holdings | ||||
Top 10 Holdings |
PB Fintech Ltd.
3.21%
The Indian Hotels Company Ltd.
2.78%
Hitachi Energy India Ltd.
2.76%
The Phoenix Mills Ltd.
2.7%
The Federal Bank Ltd.
2.43%
Persistent Systems Ltd.
2.23%
Lupin Ltd.
2.2%
Indian Bank
2.19%
Navin Fluorine International Ltd.
2.12%
Ipca Laboratories Ltd.
2.12%
|
BSE Ltd.
5.75%
The Indian Hotels Company Ltd.
5.18%
Max Healthcare Institute Ltd.
5.1%
Persistent Systems Ltd.
4.92%
Coforge Ltd.
4.88%
PB Fintech Ltd.
4.46%
Lupin Ltd.
4.31%
Dixon Technologies (India) Ltd.
4.17%
The Federal Bank Ltd.
3.59%
Fortis Healthcare Ltd.
3.46%
|
Max Healthcare Institute Ltd.
2.58%
BSE Ltd.
2.36%
Suzlon Energy Ltd.
2.13%
Persistent Systems Ltd.
1.86%
Coforge Ltd.
1.71%
PB Fintech Ltd.
1.67%
Dixon Technologies (India) Ltd.
1.61%
Lupin Ltd.
1.55%
The Federal Bank Ltd.
1.5%
Indus Towers Ltd.
1.4%
|
Bank of India
4.69%
Aurobindo Pharma Ltd.
4.15%
Coforge Ltd.
3.82%
Voltas Ltd.
3.76%
AU Small Finance Bank Ltd.
3.65%
Dalmia Bharat Ltd.
3.47%
Container Corporation Of India Ltd.
3.44%
Aditya Birla Capital Ltd.
3.38%
Hindustan Petroleum Corporation Ltd.
3.24%
The Federal Bank Ltd.
3.08%
|
About Fund | ||||
Fund Started Date | 02-Jan-2013 | 08-Oct-2024 | 06-Sep-2019 | 01-Jan-2013 |
Fund Manager | Shiv Chanani, Himanshu Singh | Abhishek Bisen, Devender Singhal, Satish Dondapati | Rakesh Shetty | Anuj Kapil, Hemanshu Srivastava |
Custodian Name | Hongkong & Shanghai Banking Corporation | Deutsche Bank | Citibank NA | SBI SG Global Securities Services Pvt.Ltd. |
RTA Name | KFin Tech | Cams | KFin Tech | KFin Tech |
RTA Address | Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, | 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, | Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, | Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, |
RTA Email | mfshyderabad@karvy.com | enq_h@camsonline.com | mfshyderabad@karvy.com | mfshyderabad@karvy.com |
RTA Website | www.karvymfs.com | www.camsonline.com | www.karvymfs.com | www.karvymfs.com |
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