Edelweiss Mid Cap Fund vs Kotak Mid Cap Fund
Over the last 3 years, Edelweiss Mid Cap Fund returned 19.9% a year against 16.4% for Kotak Mid Cap Fund (Direct plans). Edelweiss Mid Cap Fund was the more consistent: ahead of its index in 89% of rolling 3-year periods, against 34%. They hold 32 stocks in common; the portfolio overlap is 33%. Data as of 12 Nov 2026.
| Edelweiss Mid Cap Fund | Kotak Mid Cap Fund | |
|---|---|---|
| Category | Mid Cap | Mid Cap |
| Fund house | Edelweiss Mutual Fund | Kotak Mahindra Mutual Fund |
| Benchmark | Nifty Midcap 150 TRI | Nifty Midcap 150 TRI |
| Age | 10.0 years | 13.9 years |
| AUM on 30 Oct 2026 | ₹18,719 cr | ₹64,627 cr |
| Direct plan | ||
| Rating | B | C |
| Expense ratio | 0.70% | 0.54% |
| 1Y return | 4.6% | 3.3% |
| 3Y return (a year) | 19.9% | 16.4% |
| 5Y return (a year) | 17.1% | 15.2% |
| 3Y vs index | +5.0% | +1.6% |
| Rating score, rank | 55 · #12 of 28 | 30 · #26 of 28 |
| Regular plan | ||
| Rating | B | C |
| Expense ratio | 1.87% | 1.50% |
| 1Y return | 3.3% | 2.2% |
| 3Y return (a year) | 18.3% | 15.2% |
| 5Y return (a year) | 15.5% | 13.9% |
| 3Y vs index | +3.5% | +0.4% |
| Rating score, rank | 55 · #11 of 28 | 29 · #26 of 28 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 89% | 34% |
| Deepest fall, 3Y | -20.1% | -20.9% |
| Volatility, 3Y | 16.9% | 16.5% |
| Max fall, 5Y | -20.1% | -20.9% |
| Down capture, 3Y | 91 | 93 |
| Stocks held | 105 | 70 |
| Top 10 holdings | 21% | 28% |
| Large / mid / small caps | 16 / 66 / 15% | 14 / 67 / 18% |
| Largest sector | Banks | Finance |
Common questions
Edelweiss Mid Cap Fund or Kotak Mid Cap Fund: which is better?
On our track-record ratings (Direct plans), Edelweiss Mid Cap Fund is rated B and Kotak Mid Cap Fund is rated C, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
Edelweiss Mid Cap Fund or Kotak Mid Cap Fund: which has done better?
Over the last 3 years, Edelweiss Mid Cap Fund returned 19.9% a year against 16.4% for Kotak Mid Cap Fund (Direct plans).
How much do Edelweiss Mid Cap Fund and Kotak Mid Cap Fund overlap?
They hold 32 stocks in common; the portfolio overlap is 33%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
More comparisons
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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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