Two of the largest Mid Cap funds side by side: returns, risk, cost, size and what they hold. Prices as of 3 Nov 2026.
Past returns do not tell you future returns.
| Kotak Mid Cap Fund Kotak Mahindra | Nippon India Growth Mid Cap Fund Nippon India | |
|---|---|---|
| Returns | ||
| 1 year | -3.1% | -0.4% |
| 3 years, a year | +14.2% | +15.6% |
| 5 years, a year | +13.4% | +15.1% |
| Since launch, a year | +14.2% | +15.1% |
| 3-year rank in category | 16 of 29 | 10 of 29 |
| Benchmark, 3 years | +13.9% | +13.9% |
| Risk | ||
| Risk level | Very High | Very High |
| How bumpy, last year | 16.3% | 16.2% |
| Biggest fall, 3 years | -21.0% | -20.1% |
| Sharpe ratio, 3 years | 0.51 | 0.58 |
| Beta | 0.91 | 0.95 |
| Alpha, a year | +1.0% | +2.1% |
| Cost and size | ||
| Yearly cost (expense ratio) | 1.51% | 1.56% |
| Money in the fund | ₹64,627 cr | ₹49,505 cr |
| Running for | 19.6 years | 31.1 years |
| Minimum SIP | ₹100 | ₹100 |
| Benchmark | Nifty Midcap 150 TRI | Nifty Midcap 150 TRI |
Past returns do not indicate future returns. Each fund page has the full detail.
The five largest holdings of each, from the latest monthly portfolios
Overlap is the part of the two portfolios that is the same, by weight: 100% would be identical.
What they share, by industry and sector
| Holding | Kotak Mahindra | Nippon India |
|---|---|---|
| FEDERAL BANK LTD. | 2.6% | 2.6% |
| Fortis Healthcare India Ltd | 3.5% | 2.5% |
| GE VERNOVA T&D INDIA LIMITED | 2.5% | 2.0% |
| ETERNAL LIMITED | 1.7% | 2.4% |
| Gland Pharma Limited | 1.6% | 1.6% |
| Persistent Systems Limited | 1.6% | 1.7% |
| BHARAT FORGE LTD. | 1.2% | 2.0% |
| IPCA Laboratories Ltd. | 3.6% | 1.2% |
| Max Financial Services Ltd | 1.2% | 1.3% |
| Dixon Technologies India Ltd | 2.4% | 1.1% |
Both are Mid Cap funds, from Kotak Mahindra and Nippon India. Kotak Mid Cap Fund manages ₹64,627 cr and Nippon India Growth Mid Cap Fund ₹49,505 cr. The table on this page sets out their returns, risk, costs and holdings side by side.
Kotak Mid Cap Fund, at 1.51% a year, against 1.56% for Nippon India Growth Mid Cap Fund.
Over three years, Kotak Mid Cap Fund returned +14.2% a year and Nippon India Growth Mid Cap Fund +15.6% a year. Over one year they returned -3.1% and -0.4%. Past returns do not indicate future returns.
They hold 30.8% of the same investments, 71.4% of the same industries and 76.0% of the same sectors, by weight, in their latest monthly portfolios.
To set a third or fourth fund alongside, open these two in Compare and add more.