Which is cheaper, Kotak Midcap Fund or SBI Equity Hybrid Fund?

Kotak Midcap Fund has the lower expense ratio: Kotak Midcap Fund charges 0.39% p.a. vs SBI Equity Hybrid Fund's 0.73% p.a..

Which fund performed better recently?

Over roughly the last year, Kotak Midcap Fund moved 6.6% vs SBI Equity Hybrid Fund's 5.4% in NAV. Past performance doesn't guarantee future returns.

How is this different from the Fund Overlap tool?

Fund Overlap compares what these two funds actually HOLD in common. This page compares the funds themselves — cost, size, manager, and returns. See the "Holdings overlap" link below for the holdings-level view.

Is this investment advice?

No. WhoHolds surfaces public data for comparison. It is not investment advice and we are not a SEBI-registered adviser.

Fund comparison

Kotak Midcap Fund vs SBI Equity Hybrid Fund

Kotak MF · Mid CapSBI MF · Hybrid· as on Jul 2026

Metric	Kotak Midcap Fund	SBI Equity Hybrid Fund
Category	Mid Cap	Hybrid
Fund manager	Atul Bhole	R. Srinivasan; Rajeev Radhakrishnan
AUM	₹64,136 Cr	₹83,251 Cr
Expense ratio	0.39% p.a.	0.73% p.a.
Latest NAV	₹173.21	₹353.91
~1-year NAV return	6.6%	5.4%
Equity holdings	67	44

Highlighted values mark the stronger side per metric (lower expense ratio, higher AUM/holdings/return). Not a recommendation.

See their holdings overlap →

FAQ

Which is cheaper, Kotak Midcap Fund or SBI Equity Hybrid Fund?: Kotak Midcap Fund has the lower expense ratio: Kotak Midcap Fund charges 0.39% p.a. vs SBI Equity Hybrid Fund's 0.73% p.a..
Which fund performed better recently?: Over roughly the last year, Kotak Midcap Fund moved 6.6% vs SBI Equity Hybrid Fund's 5.4% in NAV. Past performance doesn't guarantee future returns.
How is this different from the Fund Overlap tool?: Fund Overlap compares what these two funds actually HOLD in common. This page compares the funds themselves — cost, size, manager, and returns. See the "Holdings overlap" link below for the holdings-level view.
Is this investment advice?: No. WhoHolds surfaces public data for comparison. It is not investment advice and we are not a SEBI-registered adviser.

Related comparisons

Data from each fund's latest public disclosure and AMFI NAV history. ~1-year return is a simple NAV price change, not an annualized CAGR. Not investment advice.