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 | SBI Midcap Fund SBI | |
|---|---|---|
| Returns | ||
| 1 year | -3.1% | -3.4% |
| 3 years, a year | +14.2% | +8.6% |
| 5 years, a year | +13.4% | +10.2% |
| Since launch, a year | +14.2% | +12.7% |
| 3-year rank in category | 16 of 29 | 29 of 29 |
| Benchmark, 3 years | +13.9% | +13.9% |
| Risk | ||
| Risk level | Very High | Very High |
| How bumpy, last year | 16.3% | 14.5% |
| Biggest fall, 3 years | -21.0% | -18.2% |
| Sharpe ratio, 3 years | 0.51 | 0.20 |
| Beta | 0.91 | 0.74 |
| Alpha, a year | +1.0% | -3.3% |
| Cost and size | ||
| Yearly cost (expense ratio) | 1.51% | 1.80% |
| Money in the fund | ₹64,627 cr | ₹22,643 cr |
| Running for | 19.6 years | 21.6 years |
| Minimum SIP | ₹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 | SBI |
|---|---|---|
| FEDERAL BANK LTD. | 2.6% | 2.5% |
| Oberoi Realty Limited | 2.1% | 2.0% |
| SWIGGY LTD | 1.6% | 1.9% |
| Solar Industries India Limited | 2.4% | 1.5% |
| Schaeffler India Ltd | 2.4% | 1.5% |
| SRF LTD. | 1.5% | 2.9% |
| HDB FINANCIAL SERVICES LTD. | 1.5% | 1.9% |
| BHARAT FORGE LTD. | 1.2% | 2.2% |
| Dalmia Bharat Limited | 1.2% | 1.7% |
| BILLIONBRAINS GARAGE VENTURES LIMITED (GROWW) | 1.4% | 1.1% |
Both are Mid Cap funds, from Kotak Mahindra and SBI. Kotak Mid Cap Fund manages ₹64,627 cr and SBI Midcap Fund ₹22,643 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 1.80% for SBI Midcap Fund.
Over three years, Kotak Mid Cap Fund returned +14.2% a year and SBI Midcap Fund +8.6% a year. Over one year they returned -3.1% and -3.4%. Past returns do not indicate future returns.
They hold 20.5% of the same investments, 66.5% of the same industries and 74.7% 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.