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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
Mahindra Manulife Mid Cap Fund Direct Growth

Mahindra Mutual Fund

Equity Mid Cap 4/5
Motilal Oswal Midcap Fund Direct Growth

Motilal Oswal Mutual Fund

Equity Mid Cap 5/5
Quant Mid Cap Fund Direct Growth

Quant Mutual Fund

Equity Mid Cap 4/5
Fund Details
NAV ₹ 8.69 (21-Apr-2025) ₹ 34.89 (21-Apr-2025) ₹ 105.58 (21-Apr-2025) ₹ 236.18 (21-Apr-2025)
Fund Size 95.85 3397.92 26028.34 8355.95
Expense Ratio (%) 0.28 0.47 0.63 0.63
Risk Very High Very High Very High Very High
Min Investment (₹) 100 1000 500 5000
Min SIP (₹) 100 500 500 1000
Exit Load Nil Exit load of 1% if redeemed within 3 months. Exit load of 1%, if redeemed within 365 days. Exit load of 0.50% if redeemed within 3 months.
Returns
1Y Return (%) N/A 11.13 15.32 -1.85
3Y Return (%) N/A 22.47 27.2 19.57
5Y Return (%) N/A 32.77 38.04 36.42
Top Holdings
Top 10 Holdings
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.
3.23%
State Bank of India
2.4%
Indian Bank
2.23%
Voltas Ltd.
2.19%
ICICI Bank Ltd.
2.18%
Blue Star Ltd.
2.17%
The Federal Bank Ltd.
2.13%
HDFC Bank Ltd.
2.04%
Coforge Ltd.
1.97%
Jindal Steel & Power Ltd.
1.97%
Coforge Ltd.
10.13%
Persistent Systems Ltd.
9.53%
Kalyan Jewellers India Ltd.
7.18%
Polycab India Ltd.
4.4%
Trent Ltd.
4.37%
Max Healthcare Institute Ltd.
4.2%
One97 Communications Ltd.
3.73%
Dixon Technologies (India) Ltd.
3.72%
Bharti Hexacom Ltd.
3.66%
Kei Industries Ltd.
2.78%
Reliance Industries Ltd.
9.95%
Aurobindo Pharma Ltd.
8.29%
IRB Infrastructure Developers Ltd.
6.91%
Container Corporation Of India Ltd.
6.77%
Marico Ltd.
6.24%
Tata Communications Ltd.
5.74%
Lloyds Metals & Energy Ltd.
5.66%
ITC Ltd.
4.8%
Linde India Ltd.
3.59%
Bharat Forge Ltd.
3.34%
About Fund
Fund Started Date 08-Oct-2024 30-Jan-2018 24-Feb-2014 07-Jan-2013
Fund Manager Abhishek Bisen, Devender Singhal, Satish Dondapati Krishna Sanghavi, Manish Lodha, Kirti Dalvi Ajay Khandelwal, Niket Shah, Rakesh Shetty, Sunil Sawant Sameer Kate, Yug Tibrewal
Custodian Name Deutsche Bank Deutsche Bank Citibank NA HDFC Bank
RTA Name Cams Cams KFin Tech KFin Tech
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, 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 mfshyderabad@karvy.com mfshyderabad@karvy.com
RTA Website www.camsonline.com www.camsonline.com www.karvymfs.com www.karvymfs.com

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