Kotak Mid Cap Fund vs SBI Midcap Fund
Over the last 3 years, Kotak Mid Cap Fund returned 16.7% a year against 10.2% for SBI Midcap Fund (Direct plans). Kotak Mid Cap Fund costs less (0.54% a year, Direct). They hold 15 stocks in common; the portfolio overlap is 21%. Data as of 5 Nov 2026.
| Kotak Mid Cap Fund | SBI Midcap Fund | |
|---|---|---|
| Category | Mid Cap | Mid Cap |
| Fund house | Kotak Mahindra Mutual Fund | SBI Mutual Fund |
| Benchmark (TRI) | Nifty Midcap 150 | Nifty Midcap 150 |
| Age | 13.8 years | 13.8 years |
| AUM | ₹69,655 cr | ₹24,262 cr |
| Direct plan | ||
| Rating | B | C |
| Expense ratio | 0.54% | 1.01% |
| 1Y return | 1.9% | -0.5% |
| 3Y return (a year) | 16.7% | 10.2% |
| 5Y return (a year) | 15.4% | 11.5% |
| 3Y vs index | +1.4% | -5.1% |
| Regular plan | ||
| Rating | B | C |
| Expense ratio | 1.50% | 1.80% |
| 1Y return | 0.9% | -1.3% |
| 3Y return (a year) | 15.4% | 9.2% |
| 5Y return (a year) | 14.1% | 10.6% |
| 3Y vs index | +0.2% | -6.0% |
| Risk and portfolio | ||
| Volatility, 3Y | 16.6% | 14.6% |
| Max fall, 5Y | -20.9% | -17.9% |
| Down capture, 3Y | 93 | 87 |
| Stocks held | 70 | 55 |
| Top 10 holdings | 28% | 28% |
Common questions
Kotak Mid Cap Fund or SBI Midcap Fund: which has done better?
Over the last 3 years, Kotak Mid Cap Fund returned 16.7% a year against 10.2% for SBI Midcap Fund (Direct plans).
How much do Kotak Mid Cap Fund and SBI Midcap Fund overlap?
They hold 15 stocks in common; the portfolio overlap is 21%.
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.