Kotak Mid Cap Fund - Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

Showing Funds Performance since Sep 07, 2020

Kotak Mid Cap Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹66,613 Cr

Lock In Period

N/A

Expense Ratio

1.51

Exit Load

For redemption / switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil.If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1%.If units are redeemed or switched out on or after 1 year from the date of allotment: Nil.

Benchmark

Nifty Midcap 100 Total Return

Kotak Mid Cap Fund - Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-8.93-1.412.55
6M-5.960.9615.77
1Y-5.702.5347.78
3Y12.6213.5889.13

Portfolio Analysis

  • Equity: 98.00%
  • Debt: 2.00%
  • Others
As on: 2026-09-30
View allocation % by

1. IPCA Laboratories Ltd.3.57%
2. Gland Pharma Limited1.60%
3. EMCURE PHARMACEUTICALS LIMITED1.26%
4. TORRENT PHARMACEUTICALS LTD.1.25%
5. BIOCON LTD.1.03%
6. RUBICON RESEARCH LIMITED0.92%

1. Fortis Healthcare India Ltd3.49%
2. Global Health Ltd.1.82%
3. ASTER DM HEALTHCARE LTD1.54%
4. Max Healthcare Institute Ltd.1.01%
5. Apollo Hospitals Enterprise Ltd.0.55%
6. MOLBIO DIAGNOSTICS LIMITED0.54%
7. MANIPAL HEALTH ENTERPRISES LTD0.27%

1. Mphasis Ltd2.57%
2. Persistent Systems Limited1.60%
3. Oracle Financial Services Software Ltd1.49%
4. BILLIONBRAINS GARAGE VENTURES LIMITED (GROWW)1.41%
5. Birlasoft LImited0.76%

1. L&T FINANCE LTD2.71%
2. POONAWALLA FINCORP LIMITED1.31%
3. PIRAMAL FINANCE LTD1.22%
4. CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.1.07%

1. NUVAMA WEALTH MANAGEMENT LIMITED1.60%
2. HDB FINANCIAL SERVICES LTD.1.46%
3. Max Financial Services Ltd1.18%
4. Prudent Corporate Advisory Services Ltd.0.90%

1. INDIAN BANK2.24%
2. BANK OF MAHARASHTRA2.16%

1. Dixon Technologies India Ltd2.44%
2. Voltas Ltd.0.83%
3. AVALON TECHNOLOGIES LTD.0.83%

1. ETERNAL LIMITED1.72%
2. SWIGGY LTD1.55%

1. FEDERAL BANK LTD.2.62%
2. CITY UNION BANK LTD.0.59%

1. VISHAL MEGA MART LIMITED3.04%

1. GE VERNOVA T&D INDIA LIMITED2.45%

1. KEI Industries Ltd.2.45%

1. Solar Industries India Limited2.41%

1. Schaeffler India Ltd2.36%

1. Dalmia Bharat Limited1.17%
2. JK Cement Ltd.1.08%

1. Oberoi Realty Limited2.11%

1. BHARTI HEXACOM LTD.2.00%

1. Bharat Electronics Ltd.1.96%

1. MRF Ltd.0.92%
2. Apollo Tyres Ltd.0.67%

1. Nippon Life Asset Management Ltd1.53%

1. SRF LTD.1.51%

1. Coromandel International Limited1.51%

1. Apar Industries Ltd.1.34%

1. INDIA SHELTER FINANCE CORPORATION LTD0.70%
2. HOME FIRST FINANCE CO INDIA0.63%

1. Metro Brands Ltd.1.29%

1. BHARAT FORGE LTD.1.22%

1. HINDUSTAN PETROLEUM CORPORATION LTD.1.22%

1. BLUE STAR LTD.1.15%

1. ICICI Lombard General Insurance Company Ltd1.02%
No Data Found
No Data Found

About Fund Kotak Mid Cap Fund - Growth

Kotak Mid Cap Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹66,613 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 1.51. Under the expert guidance of Atul Bhole ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Atul Bhole

Mr. Atul holds B.Com degree and has also done CA and MMS. Prior to this, he has worked with JP Morgan Services Pvt. Ltd. as Equity Research Analyst, State Bank of India -Treasury as Equity Research Analyst.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Franklin India Mid Cap Fund Growth312,155 CR1.91
Baroda BNP Paribas Mid Cap Fund Growth32,503 CR2.21
Kotak Mid Cap Fund - Growth366,613 CR1.51
Baroda BNP Paribas Mid-Cap Fund Growth092 CR2.74
Fund Name1Y3Y
This FundFranklin India Mid Cap Fund Growth-7.018340.4415
This FundBaroda BNP Paribas Mid Cap Fund Growth-0.572942.5093
This FundKotak Mid Cap Fund - Growth-5.704242.847
This FundBaroda BNP Paribas Mid-Cap Fund Growth26.128384.2656

Kotak Mid Cap Fund - Growth FAQs

Kotak Mid Cap Fund - Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Kotak Mid Cap Fund - Growth is 1.51. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Mid Cap Fund - Growth’s fund performance is as follows:
  • 1 Month : -8.93%
  • 6 Months : -5.96%
  • 1 Year : -5.70%
  • 3 Years : 12.62%
Returns of Kotak Mid Cap Fund - Growth are updated daily based on NAV of ₹ 128.732 as on Oct 23,2026. Since inception, the return has been 42.85%.

You can invest in Kotak Mid Cap Fund - Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Kotak Mid Cap Fund - Growth is ₹66,613 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Mid Cap Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
  • Daily Research Calls
  • ₹0 AMC for First Year
  • Dedicated RM Support
Open a Free Demat Account
+ Free 1st Year AMC