Kotak Midcap Fund - Growth Return
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Showing Funds Performance since Sep 07, 2020
Kotak Midcap Fund - Growth Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹64,749 Cr
Lock In Period
N/A
Expense Ratio
1.38
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
Summary
Kotak Midcap Fund - Growth NAV is ₹144.724 as of 25 Jun, 2026. Kotak Midcap Fund - Growth has delivered 74.97% returns since its launch. The minimum SIP investment amount in Kotak Midcap Fund - Growth is ₹100. The AUM of Kotak Midcap Fund - Growth is ₹64,749 Cr. The expense ratio of the fund is 1.38%, and its benchmark is Nifty Midcap 100 Total Return. The current exit load of the fund is 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.. In the last 1M months, Kotak Midcap Fund - Growth has delivered 3.94% returns.
Kotak Midcap Fund - Growth Calculate Returns
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 3.94 | 0.79 | 5.44 |
| 6M | 5.30 | 2.00 | 26.07 |
| 1Y | 8.92 | 5.07 | 47.78 |
| 3Y | 20.50 | 16.20 | 142.86 |
Portfolio Analysis
- Equity: 98.12%
- Debt: 1.88%
- Others
As on: 2026-05-31
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About Fund Kotak Midcap Fund - Growth
Kotak Midcap Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹64,749 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 1.38. 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 Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Mirae Asset Midcap Fund Growth | 4 | 19002.66 CR | 1.67 |
| Baroda BNP Paribas Mid Cap Fund Growth | 3 | 2460.72 CR | 2.01 |
| Kotak Midcap Fund - Growth | 3 | 64749.42 CR | 1.38 |
| Invesco India Midcap Fund Growth | 3 | 12396.75 CR | 1.71 |
| HSBC Midcap Fund Growth | 4 | 14249.22 CR | 1.72 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundMirae Asset Midcap Fund Growth | 9.5661 | 69.0687 |
| This FundBaroda BNP Paribas Mid Cap Fund Growth | 11.5787 | 73.166 |
| This FundKotak Midcap Fund - Growth | 8.9241 | 74.9668 |
| This FundInvesco India Midcap Fund Growth | 9.3477 | 96.077 |
| This FundHSBC Midcap Fund Growth | 19.6026 | 105.876 |
Kotak Midcap Fund - Growth FAQs
Kotak Midcap 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 Midcap Fund - Growth is 1.38. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Kotak Midcap Fund - Growth’s fund performance is as follows:
- 1 Month : 3.94%
- 6 Months : 5.30%
- 1 Year : 8.92%
- 3 Years : 20.50%
You can invest in Kotak Midcap 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 Midcap Fund - Growth is ₹64,749 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Kotak Midcap Fund - Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
