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NAV History Comparison

Sector Allocation Comparison

Metric
Kotak Emerging Equity Fund Direct Growth

Kotak Mahindra Mutual Fund

Equity Mid Cap 4/5
Kotak Nifty Midcap 150 Index Fund Direct Growth

Kotak Mahindra Mutual Fund

Equity Mid Cap
Kotak Nifty Midcap 50 Index Fund Direct Growth

Kotak Mahindra Mutual Fund

Equity Mid Cap
Sundaram Mid Cap Fund Direct Growth

Sundaram Mutual Fund

Equity Mid Cap 3/5
Fund Details
NAV ₹ 138.94 (21-Apr-2025) ₹ 10.2 (21-Apr-2025) ₹ 9.33 (21-Apr-2025) ₹ 1383.95 (21-Apr-2025)
Fund Size 48128.71 7.2 48.74 11332.71
Expense Ratio (%) 0.46 0.3 0.27 0.9
Risk Very High Very High Very High Very High
Min Investment (₹) 100 100 100 100
Min SIP (₹) 100 100 100 100
Exit Load Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days Nil Nil For units more than 25% of the investments, an exit load of 1% if redeemed within 365 days.
Returns
1Y Return (%) 14.62 N/A N/A 15.39
3Y Return (%) 19.26 N/A N/A 22.59
5Y Return (%) 32.25 N/A N/A 30.85
Top Holdings
Top 10 Holdings
Fortis Healthcare Ltd.
3.59%
Ipca Laboratories Ltd.
3.43%
Coromandel International Ltd.
3.19%
Mphasis Ltd.
3.09%
Oberoi Realty Ltd.
2.73%
JK Cement Ltd.
2.6%
Solar Industries India Ltd.
2.58%
Oracle Financial Services Software Ltd.
2.5%
Persistent Systems Ltd.
2.49%
Bharti Hexacom Ltd.
2.22%
Max Healthcare Institute Ltd.
2.56%
BSE Ltd.
2.34%
Suzlon Energy Ltd.
2.11%
Persistent Systems Ltd.
1.85%
Coforge Ltd.
1.7%
PB Fintech Ltd.
1.65%
Dixon Technologies (India) Ltd.
1.59%
Lupin Ltd.
1.54%
The Federal Bank Ltd.
1.49%
Indus Towers Ltd.
1.39%
Max Healthcare Institute Ltd.
4.98%
BSE Ltd.
4.54%
Persistent Systems Ltd.
3.58%
Coforge Ltd.
3.3%
PB Fintech Ltd.
3.21%
Dixon Technologies (India) Ltd.
3.1%
Lupin Ltd.
2.99%
The Federal Bank Ltd.
2.88%
Indus Towers Ltd.
2.7%
SRF Ltd.
2.6%
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-Mar-2025 16-Aug-2024 02-Jan-2013
Fund Manager Atul Bhole Abhishek Bisen, Devender Singhal, Satish Dondapati Abhishek Bisen, Devender Singhal, Satish Dondapati Bharath S., Ratish Varier
Custodian Name Deutsche Bank Deutsche Bank Deutsche Bank Standard Chartered Bank
RTA Name Cams Cams Cams KFin Tech
RTA Address 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, 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,
RTA Email enq_h@camsonline.com enq_h@camsonline.com enq_h@camsonline.com mfshyderabad@karvy.com
RTA Website www.camsonline.com www.camsonline.com www.camsonline.com www.karvymfs.com

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