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hdfc mid cap fund vs. kotak mid cap fund

Compare 1800+ mutual funds online - check long term and short term returns, ratings, risk level, top holdings & sectors and scheme overview at one place.

long term returns (cagr)
1 year
-2.19%
-3.95%
-
3 year
15.98%
15.34%
-
5 year
17.26%
14.66%
-
short term returns (absolute)
1 month
-1.68%
-3.39%
-
3 months
-6.51%
-8.52%
-
6 months
-0.89%
-3.73%
-
fund overview
nav
₹ 217.64 (29th Oct 2026)
₹ 156.36 (29th Oct 2026)
-
aum
₹ 1,01,856.00 Cr
₹ 66,613.30 Cr
-
fund category
Equity
Equity
-
fund sub-category
Mid Cap Fund
Mid Cap Fund
-
rating and risk
morningstar
4
★★★★
4
★★★★
-
risk
Very High
Very High
-
fund details
launch date
1 Jan 2013
1 Jan 2013
-
fund age
13 Yrs
13 Yrs
-
expense ratio
0.76%
0.54%
-
exit load
1.00000%
1.00000%
-
lock-in period
No Lock-in
No Lock-in
-
fund holdings
top 5 sectors
Financial Services
26.65%
Consumer Cyclical
15.74%
Healthcare
14.61%
Industrials
9.86%
Technology
8.19%
Financial Services
27.05%
Consumer Cyclical
15.02%
Industrials
14.97%
Healthcare
13.67%
Basic Materials
11.26%
-
cash holdings
8.26%
1.44%
-
fund house
total assets managed
₹ 8,99,347.81 Cr
₹ 5,77,764.64 Cr
-
fund managers
  1. Chirag Setalvad
  2. Gopal Agrawal
  3. Bhagyesh Kagalkar
  1. Atul Bhole
-

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