Kotak Mid Cap Fund vs Nippon India Growth Mid Cap Fund
Over the last 3 years, Nippon India Growth Mid Cap Fund returned 17.6% a year against 16.7% for Kotak Mid Cap Fund (Direct plans). Kotak Mid Cap Fund costs less (0.54% a year, Direct). They hold 31 stocks in common; the portfolio overlap is 31%. Data as of 5 Nov 2026.
| Kotak Mid Cap Fund | Nippon India Growth Mid Cap Fund | |
|---|---|---|
| Category | Mid Cap | Mid Cap |
| Fund house | Kotak Mahindra Mutual Fund | Nippon India Mutual Fund |
| Benchmark (TRI) | Nifty Midcap 150 | Nifty Midcap 150 |
| Age | 13.8 years | 13.8 years |
| AUM | ₹69,655 cr | ₹51,142 cr |
| Direct plan | ||
| Rating | B | A |
| Expense ratio | 0.54% | 0.79% |
| 1Y return | 1.9% | 3.7% |
| 3Y return (a year) | 16.7% | 17.6% |
| 5Y return (a year) | 15.4% | 16.7% |
| 3Y vs index | +1.4% | +2.4% |
| Regular plan | ||
| Rating | B | A+ |
| Expense ratio | 1.50% | 1.56% |
| 1Y return | 0.9% | 2.9% |
| 3Y return (a year) | 15.4% | 16.7% |
| 5Y return (a year) | 14.1% | 15.7% |
| 3Y vs index | +0.2% | +1.5% |
| Risk and portfolio | ||
| Volatility, 3Y | 16.6% | 16.9% |
| Max fall, 5Y | -20.9% | -19.9% |
| Down capture, 3Y | 93 | 87 |
| Stocks held | 70 | 100 |
| Top 10 holdings | 28% | 25% |
Common questions
Kotak Mid Cap Fund or Nippon India Growth Mid Cap Fund: which has done better?
Over the last 3 years, Nippon India Growth Mid Cap Fund returned 17.6% a year against 16.7% for Kotak Mid Cap Fund (Direct plans).
How much do Kotak Mid Cap Fund and Nippon India Growth Mid Cap Fund overlap?
They hold 31 stocks in common; the portfolio overlap is 31%.
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.
Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.