Kotak Mid Cap Fund - Growth Return

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Showing Funds Performance since Sep 07, 2020

Kotak Mid Cap Fund - Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹71,256 Cr

Lock In Period

N/A

Expense Ratio

1.48

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

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-7.36-1.332.55
6M12.664.1524.76
1Y1.524.1747.78
3Y14.5013.3889.13

Portfolio Analysis

  • Equity: 96.48%
  • Debt: 3.52%
  • Others
As on: 2026-08-31
View allocation % by

1. Fortis Healthcare India Ltd3.58%
2. Global Health Ltd.1.84%
3. ASTER DM HEALTHCARE LTD1.56%
4. Max Healthcare Institute Ltd.0.92%
5. Apollo Hospitals Enterprise Ltd.0.56%
6. MANIPAL HEALTH ENTERPRISES LTD0.27%

1. Mphasis Ltd2.70%
2. Oracle Financial Services Software Ltd1.65%
3. Persistent Systems Limited1.59%
4. BILLIONBRAINS GARAGE VENTURES LIMITED (GROWW)1.32%
5. Birlasoft LImited0.76%

1. IPCA Laboratories Ltd.3.42%
2. TORRENT PHARMACEUTICALS LTD.1.23%
3. EMCURE PHARMACEUTICALS LIMITED1.12%
4. BIOCON LTD.1.07%
5. RUBICON RESEARCH LIMITED0.96%

1. L&T FINANCE LTD2.86%
2. PIRAMAL FINANCE LTD1.28%
3. POONAWALLA FINCORP LIMITED1.28%
4. CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.1.15%

1. NUVAMA WEALTH MANAGEMENT LIMITED1.59%
2. HDB FINANCIAL SERVICES LTD.1.50%
3. Max Financial Services Ltd1.26%
4. Prudent Corporate Advisory Services Ltd.0.98%

1. INDIAN BANK2.34%
2. BANK OF MAHARASHTRA2.09%

1. FEDERAL BANK LTD.2.76%
2. CITY UNION BANK LTD.0.56%

1. ETERNAL LIMITED1.65%
2. SWIGGY LTD1.64%

1. VISHAL MEGA MART LIMITED3.11%

1. Dixon Technologies India Ltd2.11%
2. Voltas Ltd.0.87%

1. KEI Industries Ltd.2.95%

1. GE VERNOVA T&D INDIA LIMITED2.42%

1. Solar Industries India Limited2.30%

1. Dalmia Bharat Limited1.21%
2. JK Cement Ltd.1.03%

1. Schaeffler India Ltd2.22%

1. Oberoi Realty Limited2.09%

1. BHARTI HEXACOM LTD.2.03%

1. Bharat Electronics Ltd.1.95%

1. REC LTD0.99%
2. Power Finance Corporation Ltd.0.69%

1. MRF Ltd.0.92%
2. Apollo Tyres Ltd.0.68%

1. Nippon Life Asset Management Ltd1.56%

1. Coromandel International Limited1.53%

1. SRF LTD.1.46%

1. Apar Industries Ltd.1.45%

1. INDIA SHELTER FINANCE CORPORATION LTD0.67%
2. HOME FIRST FINANCE CO INDIA0.62%

1. BHARAT FORGE LTD.1.25%

1. HINDUSTAN PETROLEUM CORPORATION LTD.1.19%

1. BLUE STAR LTD.1.09%

1. Metro Brands Ltd.1.07%

1. P I Industries Ltd1.03%
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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 ₹71,256 Crore. The fund benchmarks its performance against the Nifty Midcap 100 Total Return while maintaining an expense ratio of 1.48. 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
Mahindra Manulife Mid Cap Fund Growth45,406 CR2.02
Axis Midcap Fund Growth335,425 CR1.75
Kotak Mid Cap Fund - Growth371,256 CR1.48
Baroda BNP Paribas Mid-Cap Fund Growth092 CR2.74
Fund Name1Y3Y
This FundMahindra Manulife Mid Cap Fund Growth5.630848.7357
This FundAxis Midcap Fund Growth4.921148.8996
This FundKotak Mid Cap Fund - Growth1.524250.1152
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 1.48. 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 : -7.36%
  • 6 Months : 12.66%
  • 1 Year : 1.52%
  • 3 Years : 14.50%
Returns of Kotak Mid Cap Fund - Growth are updated daily based on NAV of ₹ 137.417 as on Sep 30,2026. Since inception, the return has been 50.12%.

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 ₹71,256 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.
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