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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 | ₹ 294.48 (21-Apr-2025) | ₹ 18.66 (21-Apr-2025) | ₹ 8.69 (21-Apr-2025) | ₹ 1383.95 (21-Apr-2025) |
Fund Size | 5796.46 | 1261.1 | 95.85 | 11332.71 |
Expense Ratio (%) | 1.26 | 0.56 | 0.28 | 0.9 |
Risk | Very High | Very High | Very High | Very High |
Min Investment (₹) | 5000 | 1000 | 100 | 100 |
Min SIP (₹) | 100 | 100 | 100 | 100 |
Exit Load | Exit load of 1% if redeemed within 1 year. | Exit load of 1% if redeemed within 180 days. | Nil | For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days. |
Returns | ||||
1Y Return (%) | 8.26 | 12.17 | N/A | 15.39 |
3Y Return (%) | 19.26 | N/A | N/A | 22.59 |
5Y Return (%) | 31.88 | N/A | N/A | 30.85 |
Top Holdings | ||||
Top 10 Holdings |
Info Edge (India) Ltd.
4.62%
Jindal Steel & Power Ltd.
4.22%
UPL Ltd.
3.44%
Muthoot Finance Ltd.
3.39%
The Phoenix Mills Ltd.
3.22%
PB Fintech Ltd.
3.18%
Bharti Hexacom Ltd.
3.12%
Jindal Stainless Ltd.
3.12%
APL Apollo Tubes Ltd.
2.94%
Prestige Estates Projects Ltd.
2.9%
|
Bharat Heavy Electricals Ltd.
4.46%
The Federal Bank Ltd.
4.01%
Indian Bank
3.8%
Godfrey Phillips India Ltd.
3.67%
Jubilant FoodWorks Ltd.
3.62%
Mphasis Ltd.
3.13%
Voltas Ltd.
2.98%
Aurobindo Pharma Ltd.
2.85%
SBI Cards And Payment Services Ltd.
2.83%
Apollo Hospitals Enterprise Ltd.
2.81%
|
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%
|
Sundaram Liquid Direct-Growth
4.01%
Cummins India Ltd.
3.42%
The Federal Bank Ltd.
3.27%
Coromandel International Ltd.
3.06%
Kalyan Jewellers India Ltd.
2.48%
Lupin Ltd.
2.42%
Fortis Healthcare Ltd.
2.39%
Persistent Systems Ltd.
2.36%
Mahindra & Mahindra Financial Services Ltd.
2.15%
Marico Ltd.
2.07%
|
About Fund | ||||
Fund Started Date | 01-Jan-2013 | 21-Nov-2022 | 08-Oct-2024 | 02-Jan-2013 |
Fund Manager | Lalit Kumar, Sharmila D'mello | Satish Ramanathan, Asit Bhandarkar, Deepak Gupta | Abhishek Bisen, Devender Singhal, Satish Dondapati | Bharath S., Ratish Varier |
Custodian Name | SBI SG Global Securities Services Pvt.Ltd. | HDFC Bank | Deutsche Bank | Standard Chartered Bank |
RTA Name | Cams | KFin Tech | Cams | KFin Tech |
RTA Address | 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, | Karvy House, No. 46, 8-2-609/K, Avenue 4, Street No.1 Banjara Hills, |
RTA Email | enq_h@camsonline.com | mfshyderabad@karvy.com | enq_h@camsonline.com | mfshyderabad@karvy.com |
RTA Website | www.camsonline.com | www.karvymfs.com | www.camsonline.com | www.karvymfs.com |
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