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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 | 1.46 | 1.57 |
NAV | ₹119.60 | ₹93.05 |
Fund Started | 12 Feb 2007 | 03 Feb 2014 |
Fund Size | ₹48128.71 Cr | ₹26028.34 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
1.46
1.57
NAV
₹119.60
₹93.05
Fund Started
12 Feb 2007
03 Feb 2014
Fund Size
₹48128.71 Cr
₹26028.34 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 | 11.32% | 12.98% |
3 Year | 18.68% | 26.57% |
5 Year | 30.39% | 37.24% |
1 Year
11.32%
12.98%
3 Year
18.68%
26.57%
5 Year
30.39%
37.24%
Holding Analysis
Equity | 98.96% | 68.04% |
Cash | 1.04% | 13.51% |
Equity
98.96%
68.04%
Cash
1.04%
13.51%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
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. | 2.60% |
Solar Industries India Ltd. | 2.58% |
Oracle Financial Services Software Ltd. | 2.50% |
Persistent Systems Ltd. | 2.49% |
Blue Star Ltd. | 2.22% |
Name | Assets |
|---|---|
Coforge Ltd. | 10.13% |
Persistent Systems Ltd. | 9.53% |
Kalyan Jewellers India Ltd. | 7.18% |
Polycab India Ltd. | 4.40% |
Trent Ltd. | 4.37% |
Max Healthcare Institute Ltd. | 4.20% |
One97 Communications Ltd. | 3.73% |
Dixon Technologies (India) Ltd. | 3.72% |
Bharti Hexacom Ltd. | 3.66% |
Kei Industries Ltd. | 2.78% |
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