- InvestInvestment SuiteExclusiveFeatures
- PlatformProduct SuiteFeatures and ToolsCalculatorsPricing
- ResearchResearch CallsResearch Reports
- MarketStocksIndicesMutual FundsIPO
- LearnResourceInvesting GuideEvents
- Partner
- Support
Invest
Platform
Research
Market
Learn
Compare Kotak Emerging Equity Fund vs Motilal Oswal Midcap Fund
Fund Comparison
Detailed comparison on parameters like NAV | Returns | Risk | Rating | Analysis
Fund Details
Risk | Very High | Very High |
Rating | 4.0 | 5.0 |
Min SIP Amount | ₹100 | ₹500 |
Expense Ratio | 1.44 | 1.58 |
NAV | ₹114.82 | ₹92.50 |
Fund Started | 12 Feb 2007 | 03 Feb 2014 |
Fund Size | ₹49091.55 Cr | ₹24488.00 Cr |
Exit Load | Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days | Exit load of 1%, if redeemed within 365 days.
|
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.44
1.58
NAV
₹114.82
₹92.50
Fund Started
12 Feb 2007
03 Feb 2014
Fund Size
₹49091.55 Cr
₹24488.00 Cr
Exit Load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Exit load of 1%, if redeemed within 365 days.
Returns
1 Year | 11.73% | 21.63% |
3 Year | 18.03% | 27.66% |
5 Year | 21.47% | 26.07% |
1 Year
11.73%
21.63%
3 Year
18.03%
27.66%
5 Year
21.47%
26.07%
Holding Analysis
Equity | 96.43% | 75.62% |
Cash | 3.57% | 24.38% |
Equity
96.43%
75.62%
Cash
3.57%
24.38%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Mphasis Ltd. | 3.41% |
Ipca Laboratories Ltd. | 3.23% |
Fortis Healthcare Ltd. | 3.22% |
Oberoi Realty Ltd. | 2.96% |
Oracle Financial Services Software Ltd. | 2.84% |
Coromandel International Ltd. | 2.79% |
Persistent Systems Ltd. | 2.64% |
JK Cement Ltd. | 2.51% |
Wipro Ltd. | 2.33% |
Dixon Technologies (India) Ltd. | 2.30% |
Name | Assets |
|---|---|
Persistent Systems Ltd. | 9.85% |
Coforge Ltd. | 9.62% |
Kalyan Jewellers India Ltd. | 7.19% |
Trent Ltd. | 6.16% |
Dixon Technologies (India) Ltd. | 6.12% |
Polycab India Ltd. | 4.56% |
Max Healthcare Institute Ltd. | 3.49% |
Bharti Hexacom Ltd. | 3.36% |
One97 Communications Ltd. | 3.17% |
Oracle Financial Services Software Ltd. | 2.85% |
Fund Manager
Name | Pankaj Tibrewal | Ajay Khandelwal |
Start Date | 07 Sep 2022 | 16 Dec 2021 |
Name
Pankaj Tibrewal
Ajay Khandelwal
Start Date
07 Sep 2022
16 Dec 2021
About Fund
Description | The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies. | The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth. |
Launch Date | 12 Feb 2007 | 03 Feb 2014 |
Description
The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies.
The scheme seeks to achieve long term capital appreciation by investing in quality mid-cap companies having long-term competitive advantages and potential for growth.
Launch Date
12 Feb 2007
03 Feb 2014
