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Kotak Midcap Fund Direct Growth
Equity
Mid Cap
Very High Risk
+22.69%
3Y annualised
+0.38% 1D
NAV: 20 Feb '26
₹158.61
Min. for SIP
₹100
Fund size
₹59,041.13 Cr
Expense ratio
0.38%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹63,019 | +5.03% | |
| 3 years | ₹1,80,000 | ₹2,26,219 | +25.68% | |
| 5 years | ₹3,00,000 | ₹4,70,441 | +56.81% |
Holdings (68)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GE Vernova T&D India Ltd | Capital Goods | Equity | 4.46% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 3.97% |
| Mphasis Ltd. | Technology | Equity | 3.63% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 2.99% |
| Indian Bank | Financial | Equity | 2.69% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 2.55% |
| Vishal Mega Mart Ltd. | Services | Equity | 2.36% |
| Kei Industries Ltd. | Capital Goods | Equity | 2.27% |
| JK Cement Ltd. | Construction | Equity | 2.27% |
| Solar Industries India Ltd. | Chemicals | Equity | 2.25% |
| Coromandel International Ltd. | Chemicals | Equity | 2.21% |
| L&T Finance Ltd. | Financial | Equity | 2.03% |
| Persistent Systems Ltd. | Technology | Equity | 2.01% |
| Oracle Financial Services Software Ltd. | Technology | Equity | 2.01% |
| Swiggy Ltd. | Services | Equity | 1.99% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.95% |
| Bharti Hexacom Ltd. | Communication | Equity | 1.94% |
| SRF Ltd. | Chemicals | Equity | 1.94% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.93% |
| HDB Financial Services Ltd. | Financial | Equity | 1.87% |
| Oberoi Realty Ltd. | Construction | Equity | 1.80% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.78% |
| The Federal Bank Ltd. | Financial | Equity | 1.71% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.63% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.61% |
| BSE Ltd. | Services | Equity | 1.59% |
| Power Finance Corporation Ltd. | Financial | Equity | 1.59% |
| PI Industries Ltd. | Chemicals | Equity | 1.57% |
| Eternal Ltd. | Services | Equity | 1.56% |
| Max Financial Services Ltd. | Financial | Equity | 1.56% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 1.53% |
| Global Health Ltd. | Healthcare | Equity | 1.50% |
| Dalmia Bharat Ltd. | Construction | Equity | 1.50% |
| Apar Industries Ltd. | Consumer Staples | Equity | 1.47% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 1.41% |
| Nuvama Wealth Management Ltd. | Financial | Equity | 1.37% |
| Birlasoft Ltd. | Technology | Equity | 1.31% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.31% |
| Bank of Maharashtra | Financial | Equity | 1.28% |
| Wipro Ltd. | Technology | Equity | 1.27% |
| Metro Brands Ltd. | Consumer Staples | Equity | 1.26% |
| Voltas Ltd. | Consumer Discretionary | Equity | 1.17% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 1.11% |
| MRF Ltd. | Automobile | Equity | 1.08% |
| Bharat Forge Ltd. | Automobile | Equity | 1.03% |
| UNO Minda Ltd. | Automobile | Equity | 1.00% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 0.99% |
| Apollo Tyres Ltd. | Automobile | Equity | 0.93% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.92% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 0.91% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.87% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.77% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.73% |
| Ratnamani Metals & Tubes Ltd. | Metals & Mining | Equity | 0.71% |
| Poonawalla Fincorp Ltd. | Financial | Equity | 0.70% |
| Polycab India Ltd. | Capital Goods | Equity | 0.64% |
| Bank Of Baroda | Financial | Equity | 0.63% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 0.62% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 0.60% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 0.58% |
| REC Ltd. | Financial | Equity | 0.50% |
| Piramal Finance Ltd. | Financial | Equity | 0.45% |
| Techno Electric & Engineering Company Ltd. | Capital Goods | Equity | 0.42% |
| Rubicon Research Ltd. | Healthcare | Equity | 0.40% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.25% |
| Oberoi Realty Ltd. | Construction | Futures | 0.23% |
| Emami Ltd. | Consumer Staples | Equity | 0.19% |
| Kotak Liquid - Plan A - Direct Plan-Growth | NA | Mutual Fund | 0.19% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3Y | 5Y | 10Y | All |
|---|---|---|---|---|
| Fund returns | +22.7% | +20.9% | +20.8% | +20.3% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 26 | 10 | 4 | -- |
Exit load, stamp duty and tax
Exit load
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +19.11% | +27.54% | 4,467.89 | |
Edelweiss Mid Cap Direct Plan Growth | +19.06% | +27.36% | 13,801.71 | |
Nippon India Growth Mid Cap Fund Direct Growth | +20.03% | +27.19% | 41,727.36 | |
HDFC Mid Cap Fund Direct Growth | +19.35% | +26.69% | 92,186.87 | |
Sundaram Mid Cap Fund Direct Growth | +19.34% | +25.90% | 12,917.24 | |
| Compare | ||||
Fund management
ABAtul BholeJan 2024 - PresentView details
AB
Atul Bhole
Jan 2024 - Present
View details
About Kotak Midcap Fund Direct Growth
Kotak Midcap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Atul Bhole is the Current Fund Manager of Kotak Midcap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,78,989 Cr and the Latest NAV as of 20 Feb 2026 is ₹158.61.
The Kotak Midcap Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
;
Investment Objective
The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies.
Fund benchmarkNIFTY Midcap 150 Total Return Index
Fund house
Rank (total assets)#5 in India
Total AUM₹5,78,989.20 Cr
Date of Incorporation05 Aug 1994
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,