- 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 | 1.42 | 1.58 |
NAV | ₹129.49 | ₹105.62 |
Fund Started | 12 Feb 2007 | 03 Feb 2014 |
Fund Size | ₹53078.98 Cr | ₹26421.09 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 1 year. |
Risk
Very High
Very High
Rating
4.0
5.0
Min SIP Amount
₹100
₹500
Expense Ratio
1.42
1.58
NAV
₹129.49
₹105.62
Fund Started
12 Feb 2007
03 Feb 2014
Fund Size
₹53078.98 Cr
₹26421.09 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 1 year.
Returns
1 Year | 28.51% | 43.64% |
3 Year | 20.30% | 30.93% |
5 Year | 25.54% | 31.29% |
1 Year
28.51%
43.64%
3 Year
20.30%
30.93%
5 Year
25.54%
31.29%
Holding Analysis
Equity | 95.70% | 90.80% |
Cash | 4.30% | 9.20% |
Equity
95.70%
90.80%
Cash
4.30%
9.20%
Top Holdings
Top 10 Holdings |
|
|
Top 10 Holdings
Name | Assets |
|---|---|
Persistent Systems Ltd. | 4.00% |
Oracle Financial Services Software Ltd. | 3.67% |
Mphasis Ltd. | 3.33% |
Fortis Healthcare Ltd. | 3.13% |
Oberoi Realty Ltd. | 3.09% |
Ipca Laboratories Ltd. | 2.84% |
Coromandel International Ltd. | 2.60% |
Supreme Industries Ltd. | 2.31% |
Dixon Technologies (India) Ltd. | 2.29% |
Solar Industries India Ltd. | 2.27% |
Name | Assets |
|---|---|
Coforge Ltd. | 9.86% |
Kalyan Jewellers India Ltd. | 9.64% |
Polycab India Ltd. | 8.95% |
Trent Ltd. | 8.09% |
Persistent Systems Ltd. | 7.94% |
JIO Financial Services Ltd. | 5.14% |
Mahindra & Mahindra Ltd. | 3.98% |
Oracle Financial Services Software Ltd. | 3.86% |
One97 Communications Ltd. | 3.85% |
Voltas Ltd. | 3.39% |
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
