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NAV History Comparison

Sector Allocation Comparison

Metric
Kotak Consumption Fund Direct Growth

Kotak Mahindra Mutual Fund

Equity Thematic
Nippon India Active Momentum Fund Direct Growth

Nippon India Mutual Fund

Equity Thematic
UTI Transportation and Logistics Fund Direct Growth

UTI Mutual Fund

Equity Thematic
Fund Details
NAV ₹ 9.84 (21-Apr-2025) ₹ 13.03 (21-Apr-2025) ₹ 11.03 (21-Apr-2025) ₹ 274.19 (21-Apr-2025)
Fund Size 23.5 1171.54 130.97 3163.31
Expense Ratio (%) 0.45 0.55 0.68 0.85
Risk Very High Very High Very High Very High
Min Investment (₹) 500 100 500 5000
Min SIP (₹) 500 100 100 500
Exit Load Exit load of 1%, if redeemed within 30 days. 0.5% for redemption within 90 Days Exit load of 1%, if redeemed within 1 year. Exit load of 1% if redeemed within 30 days.
Returns
1Y Return (%) N/A 18.8 N/A 2.83
3Y Return (%) N/A N/A N/A 22.54
5Y Return (%) N/A N/A N/A 32.37
Top Holdings
Top 10 Holdings
Indian Railway Finance Corporation Ltd.
18.81%
Indian Railway Catering & Tourism Corporation Ltd.
18.57%
Rail Vikas Nigam Ltd.
16.9%
Container Corporation Of India Ltd.
16.13%
NTPC Ltd.
7.48%
Bharat Electronics Ltd.
4.76%
Ircon International Ltd.
4.31%
Oil And Natural Gas Corporation Ltd.
4.22%
Rites Ltd.
2.53%
Railtel Corporation Of India Ltd.
2.24%
Bharti Airtel Ltd.
10.02%
ITC Ltd.
8.61%
Maruti Suzuki India Ltd.
8.15%
Hindustan Unilever Ltd.
6.56%
Eternal Ltd.
4.79%
Hero Motocorp Ltd.
4.56%
Radico Khaitan Ltd.
4.46%
Pokarna Ltd.
3.56%
Dabur India Ltd.
3.24%
Mahindra & Mahindra Ltd.
3.09%
ICICI Bank Ltd.
5.61%
Bharti Airtel Ltd.
3.64%
Ultratech Cement Ltd.
3.45%
Bajaj Finance Ltd.
3.43%
Mahindra & Mahindra Ltd.
3.39%
Bharat Electronics Ltd.
3.31%
Vedanta Ltd.
3.2%
Interglobe Aviation Ltd.
3.0%
Max Healthcare Institute Ltd.
2.82%
PB Fintech Ltd.
2.79%
Mahindra & Mahindra Ltd.
13.62%
Eicher Motors Ltd.
9.94%
Maruti Suzuki India Ltd.
9.89%
Interglobe Aviation Ltd.
6.46%
Bajaj Auto Ltd.
5.97%
Tata Motors Ltd.
5.33%
Adani Ports and Special Economic Zone Ltd.
5.02%
Hero Motocorp Ltd.
4.84%
Eternal Ltd.
4.29%
TVS Motor Company Ltd.
2.99%
About Fund
Fund Started Date 04-Feb-2025 16-Nov-2023 28-Feb-2025 01-Jan-2013
Fund Manager Aakash Ashokkumar Chauhan Abhishek Bisen, Devender Singhal Ashutosh Bhargava, Kinjal Desai Sachin Trivedi
Custodian Name N/A Deutsche Bank Deutsche Bank N/A
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