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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 | ₹ 8.69 (21-Apr-2025) | ₹ 18.76 (21-Apr-2025) | ₹ 4192.69 (21-Apr-2025) | ₹ 17.24 (21-Apr-2025) |
Fund Size | 95.85 | 227.72 | 33174.74 | 725.36 |
Expense Ratio (%) | 0.28 | 0.22 | 0.74 | 0.46 |
Risk | Very High | Very High | Very High | Very High |
Min Investment (₹) | 100 | 100 | 100 | 5000 |
Min SIP (₹) | 100 | 100 | 100 | 500 |
Exit Load | Nil | Nil | Exit load of 1% if redeemed within 1 months | Exit load of 0.25%, if redeemed within 30 days |
Returns | ||||
1Y Return (%) | N/A | 9.69 | 16.36 | 9.65 |
3Y Return (%) | N/A | 20.37 | 24.03 | N/A |
5Y Return (%) | N/A | N/A | 34.82 | N/A |
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.
2.59%
BSE Ltd.
2.36%
Suzlon Energy Ltd.
2.13%
Persistent Systems Ltd.
1.86%
Coforge Ltd.
1.71%
PB Fintech Ltd.
1.67%
Dixon Technologies (India) Ltd.
1.61%
Lupin Ltd.
1.55%
The Federal Bank Ltd.
1.5%
Indus Towers Ltd.
1.4%
|
BSE Ltd.
3.13%
Cholamandalam Financial Holdings Ltd.
2.82%
Fortis Healthcare Ltd.
2.79%
Persistent Systems Ltd.
2.73%
Voltas Ltd.
2.52%
Power Finance Corporation Ltd.
2.5%
The Federal Bank Ltd.
2.32%
Max Healthcare Institute Ltd.
2.08%
Varun Beverages Ltd.
1.94%
Bharat Forge Ltd.
1.92%
|
Max Healthcare Institute Ltd.
2.59%
BSE Ltd.
2.36%
Suzlon Energy Ltd.
2.13%
Persistent Systems Ltd.
1.86%
Coforge Ltd.
1.71%
PB Fintech Ltd.
1.67%
Dixon Technologies (India) Ltd.
1.61%
Lupin Ltd.
1.55%
The Federal Bank Ltd.
1.5%
Indus Towers Ltd.
1.4%
|
About Fund | ||||
Fund Started Date | 08-Oct-2024 | 11-Mar-2022 | 31-Dec-2012 | 03-Oct-2022 |
Fund Manager | Abhishek Bisen, Devender Singhal, Satish Dondapati | Aditya Venkatesh Mulki, Ashutosh Shirwaikar | Rupesh Patel, Kinjal Desai | Harsh Sethi |
Custodian Name | Deutsche Bank | HDFC Bank | Deutsche Bank | SBI SG Global Securities Services Pvt.Ltd. |
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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