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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
|
|||
---|---|---|---|---|
Fund Details | ||||
NAV | ₹ 392.45 (21-Apr-2025) | ₹ 8.69 (21-Apr-2025) | ₹ 34.96 (21-Apr-2025) | ₹ 450.95 (21-Apr-2025) |
Fund Size | 10361.74 | 95.85 | 14921.59 | 4333.24 |
Expense Ratio (%) | 0.7 | 0.28 | 0.69 | 0.68 |
Risk | Very High | Very High | Moderately High | Very High |
Min Investment (₹) | 5000 | 100 | 5000 | 5000 |
Min SIP (₹) | 500 | 100 | 99 | 100 |
Exit Load | Exit load for units in excess of 10% of the investment, 1% will be charged for redemption within 1 year. | Nil | Exit Load for units in excess of 15% of the investment,1% will be charged for redemption within 1 years. | For units more than 12% of the investments, an exit load of 1% if redeemed within 365 days. |
Returns | ||||
1Y Return (%) | 9.48 | N/A | 6.36 | 7.33 |
3Y Return (%) | 20.67 | N/A | 16.87 | 19.29 |
5Y Return (%) | 28.26 | N/A | 31.78 | 29.92 |
Top Holdings | ||||
Top 10 Holdings |
Max Healthcare Institute Ltd.
4.61%
Persistent Systems Ltd.
4.4%
BSE Ltd.
4.23%
Dixon Technologies (India) Ltd.
3.88%
The Indian Hotels Company Ltd.
3.63%
Trent Ltd.
3.5%
The Federal Bank Ltd.
3.5%
Coforge Ltd.
3.44%
Lupin Ltd.
3.44%
Eternal Ltd.
3.43%
|
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%
|
The Federal Bank Ltd.
3.15%
Lupin Ltd.
3.02%
Mphasis Ltd.
2.66%
One97 Communications Ltd.
2.36%
Tata Communications Ltd.
2.32%
Axis Bank Ltd.
2.3%
Voltas Ltd.
2.26%
L&T Finance Ltd.
2.17%
HDFC Asset Management Company Ltd.
2.15%
FSN E-Commerce Ventures Ltd.
2.07%
|
Max Financial Services Ltd.
3.44%
Alkem Laboratories Ltd.
3.04%
Lupin Ltd.
2.81%
Jubilant FoodWorks Ltd.
2.76%
Aurobindo Pharma Ltd.
2.68%
Cummins India Ltd.
2.6%
ICICI Lombard General Insurance Company Ltd.
2.48%
Muthoot Finance Ltd.
2.31%
Indraprastha Gas Ltd.
2.11%
AU Small Finance Bank Ltd.
2.1%
|
About Fund | ||||
Fund Started Date | 01-Jan-2013 | 08-Oct-2024 | 29-Jul-2019 | 01-Jan-2013 |
Fund Manager | Venugopal Manghat, Cheenu Gupta, Sonal Gupta | Abhishek Bisen, Devender Singhal, Satish Dondapati | Ankit Jain | Satish Chandra Mishra |
Custodian Name | Citibank NA | Deutsche Bank | Deutsche Bank | Deutsche Bank |
RTA Name | Cams | Cams | KFin Tech | Cams |
RTA Address | 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, | 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, | Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, | 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, |
RTA Email | enq_h@camsonline.com | enq_h@camsonline.com | mfshyderabad@karvy.com | enq_h@camsonline.com |
RTA Website | www.camsonline.com | www.camsonline.com | www.karvymfs.com | www.camsonline.com |
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