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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹55,676 Cr

Lock In Period

N/A

Expense Ratio

1.4

Benchmark

Nifty Midcap 100 Total Return

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.

Summary

Latest details for Kotak Midcap Fund - Growth include a ₹138.241 NAV as of Apr 24,2026 and returns since inception of 84.14%. Minimum investments start at SIP ₹100. The Kotak Midcap Fund - Growth AUM is ₹55,676 Cr, with a lock-in of N/A years, expense ratio of 1.4%, and benchmark Nifty Midcap 100 Total Return. Exit load 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 growth review for 1M Month/Year, the fund recorded 14.70% returns, against a category average of 2.49% and a category best of 16.53%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M14.702.4916.53
6M0.601.4926.07
1Y14.145.3947.78
3Y22.5717.55142.86

Portfolio Analysis

  • Equity: 98.74%
  • Debt: 1.26%
  • Others
As on: 2026-03-31
View allocation % by

1. Mphasis Ltd2.93%
2. Oracle Financial Services Software Ltd1.85%
3. Persistent Systems Limited1.65%
4. Birlasoft LImited1.11%
5. Wipro Ltd.0.75%

1. Fortis Healthcare India Ltd3.97%
2. Global Health Ltd.1.45%
3. Max Healthcare Institute Ltd.0.92%
4. ASTER DM HEALTHCARE LTD0.81%

1. IPCA Laboratories Ltd.3.45%
2. JB Chemicals & Pharmaceuticals Ltd.1.79%
3. RUBICON RESEARCH LIMITED0.52%

1. L&T FINANCE HOLDINGS LTD1.89%
2. CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.1.70%
3. PIRAMAL FINANCE LTD1.13%
4. POONAWALLA FINCORP LIMITED0.79%

1. GE VERNOVA T&D INDIA LIMITED5.33%

1. HDB FINANCIAL SERVICES LTD.1.57%
2. Max Financial Services Ltd1.52%
3. NUVAMA WEALTH MANAGEMENT LIMITED1.25%
4. Prudent Corporate Advisory Services Ltd.0.75%

1. INDIAN BANK2.65%
2. BANK OF MAHARASHTRA1.52%
3. BANK OF BARODA0.56%

1. JK Cement Ltd.2.21%
2. Dalmia Bharat Limited1.48%

1. SWIGGY LTD1.79%
2. ETERNAL LIMITED1.43%

1. KEI Industries Ltd.2.66%
2. polycab India Limited0.42%

1. Dixon Technologies India Ltd1.76%
2. Voltas Ltd.1.15%

1. Bharat Electronics Ltd.2.42%

1. Solar Industries India Limited2.14%

1. Power Finance Corporation Ltd.1.68%
2. REC LTD0.45%

1. VISHAL MEGA MART LIMITED2.10%

1. Apar Industries Ltd.2.01%

1. BHARTI HEXACOM LTD.2.01%

1. Schaeffler India Ltd2.00%

1. Coromandel International Limited1.97%

1. MRF Ltd.1.11%
2. Apollo Tyres Ltd.0.82%

1. Oberoi Realty Limited1.83%

1. SRF LTD.1.78%

1. BSE LTD1.71%

1. FEDERAL BANK LTD.1.64%

1. INDIA SHELTER FINANCE CORPORATION LTD0.99%
2. HOME FIRST FINANCE CO INDIA0.62%

1. BLUE STAR LTD.1.53%

1. P I Industries Ltd1.45%

1. Nippon Life Asset Management Ltd1.37%

1. HINDUSTAN PETROLEUM CORPORATION LTD.1.36%

1. ICICI Lombard General Insurance Company Ltd1.31%

1. BHARAT FORGE LTD.1.27%

1. Metro Brands Ltd.1.20%

1. AVANTI FEEDS LTD1.13%

1. Jindal Steel & Power Ltd1.03%

About Fund

Kotak Midcap Fund - Growth managed by Kotak Mahindra Mutual Fund,is a Mid-capscheme with Assets Under Management of ₹55,676 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 1.4. 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
This FundBaroda BNP Paribas Mid Cap Fund Growth32128.94 CR1.98
This FundMotilal Oswal Midcap Fund Growth231046.66 CR1.6
This FundKotak Midcap Fund - Growth555675.98 CR1.4
This FundInvesco India Midcap Fund Growth39895.34 CR1.72
This FundHSBC Midcap Fund Growth411341.83 CR1.73
Fund Name1Y3Y
This FundBaroda BNP Paribas Mid Cap Fund Growth12.639182.1487
This FundMotilal Oswal Midcap Fund Growth-2.289583.7464
This FundKotak Midcap Fund - Growth14.143184.1355
This FundInvesco India Midcap Fund Growth12.4627105.4767
This FundHSBC Midcap Fund Growth18.8426105.8811

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 1.4. 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 : 14.70%
  • 6 Months : 0.60%
  • 1 Year : 14.14%
  • 3 Years : 22.57%
Returns of Kotak Midcap Fund - Growth are updated daily based on NAV of ₹ 138.241 as on Apr 24,2026. Since inception, the return has been 84.14%.

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 ₹55,676 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.
Min Inv Amount: ₹500