Compare Mutual Funds
Compare up to 5 mutual funds side-by-side to make informed investment decisions.
Select Funds to Compare
Add or remove up to 5 mutual funds to compare their performance and metrics.
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) | ₹ 16.93 (21-Apr-2025) | ₹ 13.28 (21-Apr-2025) | ₹ 17.95 (21-Apr-2025) |
| Fund Size | 95.85 | 752.7 | 240.16 | 2744.56 |
| Expense Ratio (%) | 0.28 | 0.4 | 0.45 | 0.69 |
| Risk | Very High | Very High | Very High | Very High |
| Min Investment (₹) | 100 | 5000 | 1000 | 500 |
| Min SIP (₹) | 100 | 150 | 500 | 100 |
| Exit Load | Nil | Exit load of 0.25%, if redeemed within 90 days | Nil | Exit load of 1%, if redeemed within 1 month. |
| Returns | ||||
| 1Y Return (%) | N/A | 5.93 | 9.8 | 15.31 |
| 3Y Return (%) | N/A | N/A | 10.77 | N/A |
| 5Y Return (%) | N/A | N/A | N/A | 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%
|
BSE Ltd.
5.76%
The Indian Hotels Company Ltd.
5.19%
Max Healthcare Institute Ltd.
5.11%
Persistent Systems Ltd.
4.93%
Coforge Ltd.
4.89%
PB Fintech Ltd.
4.46%
Lupin Ltd.
4.32%
Dixon Technologies (India) Ltd.
4.18%
The Federal Bank Ltd.
3.6%
Fortis Healthcare Ltd.
3.47%
|
Colgate-Palmolive (India) Ltd.
4.87%
Procter & Gamble Hygiene and Health Care Ltd.
3.58%
Marico Ltd.
3.44%
HDFC Asset Management Company Ltd.
3.27%
Persistent Systems Ltd.
3.22%
Coforge Ltd.
3.0%
Page Industries Ltd.
2.93%
Cummins India Ltd.
2.88%
Solar Industries India Ltd.
2.75%
Dixon Technologies (India) Ltd.
2.6%
|
Muthoot Finance Ltd.
3.81%
Persistent Systems Ltd.
3.45%
The Indian Hotels Company Ltd.
3.39%
Max Financial Services Ltd.
3.35%
Max Healthcare Institute Ltd.
3.24%
The Federal Bank Ltd.
3.08%
Bharti Hexacom Ltd.
2.77%
PB Fintech Ltd.
2.31%
Coforge Ltd.
2.25%
Hitachi Energy India Ltd.
2.25%
|
| About Fund | ||||
| Fund Started Date | 08-Oct-2024 | 20-Oct-2022 | 11-Apr-2022 | 07-Sep-2022 |
| Fund Manager | Abhishek Bisen, Devender Singhal, Satish Dondapati | Kapil Menon, Rakesh Prajapati | Sharwan Kumar Goyal, Ayush Jain | Piyush Baranwal, Ashish Agrawal, Ramesh Mantri, Trupti Agrawal, Dheeresh Pathak |
| Custodian Name | Deutsche Bank | Standard Chartered Bank | N/A | 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 |
You May Be Interested In
Axis ESG Integration Strategy Fund Direct Growth
Axis Mutual Fund • Thematic
Mirae Asset Nifty 100 ESG Sector Leaders FoF Direct Growth
Mirae Asset Mutual Fund • Thematic
Axis Global Equity Alpha FoF Direct Growth
Axis Mutual Fund • International
Aditya Birla Sun Life Global Excellence Equity FoF Direct Growth
Aditya Birla Sun Life Mutual Fund • International
Tata Ethical Direct Plan Growth
Tata Mutual Fund • Thematic
Edelweiss Recently Listed IPO Fund Direct Growth
Edelweiss Mutual Fund • Thematic
SBI Magnum Global Direct Plan Growth
SBI Mutual Fund • Thematic
SBI Magnum COMMA Fund Direct Growth
SBI Mutual Fund • Thematic
Invesco India Invesco Pan European Equity FoF Direct Growth
Invesco Mutual Fund • International
Aditya Birla Sun Life MNC Fund Direct Growth
Aditya Birla Sun Life Mutual Fund • Thematic