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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
N/A
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 ₹ NAV as of Apr 23,2026 and returns since inception of --%. 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 N/A. 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 10.48% returns, against a category average of 2.02% and a category best of 11.72%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 10.48 | 2.02 | 11.72 |
| 6M | -0.00 | 1.84 | 26.07 |
| 1Y | 15.63 | 6.03 | 47.78 |
| 3Y | 22.51 | 17.26 | 142.86 |
Portfolio Analysis
- Equity:
- Debt:
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About Fund
Kotak Midcap Fund - Growth managed by ,is a Mid-capscheme with Assets Under Management of ₹55,676 Crore. The fund benchmarks its performance against the while maintaining an expense ratio of 1.4. Under the expert guidance of Mr. 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
Mr. Atul Bhole
Peer Comparison
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 : 10.48%
- 6 Months : -0.00%
- 1 Year : 15.63%
- 3 Years : 22.51%
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