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Kotak Midcap Fund Direct Growth
Equity
Mid Cap
Very High Risk
+22.71%
3Y annualised
-1.69% 1D
NAV: 08 Jan '26
₹158.66
Min. SIP amount
₹100
Fund size
₹60,385.03 Cr
Expense ratio
0.37%
Return calculator
Monthly SIP
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹63,732 | +6.22% | |
| 3 years | ₹1,80,000 | ₹2,31,620 | +28.68% | |
| 5 years | ₹3,00,000 | ₹4,82,122 | +60.71% | |
| 10 years | ₹6,00,000 | ₹17,40,751 | +190.13% |
Holdings (64)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GE Vernova T&D India Ltd | Capital Goods | Equity | 3.83% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 3.76% |
| Mphasis Ltd. | Technology | Equity | 3.61% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 2.88% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 2.67% |
| Vishal Mega Mart Ltd. | Services | Equity | 2.49% |
| Indian Bank | Financial | Equity | 2.44% |
| JK Cement Ltd. | Construction | Equity | 2.31% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 2.29% |
| Coromandel International Ltd. | Chemicals | Equity | 2.26% |
| Kei Industries Ltd. | Capital Goods | Equity | 2.22% |
| Oberoi Realty Ltd. | Construction | Equity | 2.18% |
| Persistent Systems Ltd. | Technology | Equity | 2.18% |
| Bharti Hexacom Ltd. | Communication | Equity | 2.17% |
| L&T Finance Ltd. | Financial | Equity | 2.16% |
| Solar Industries India Ltd. | Chemicals | Equity | 2.16% |
| Swiggy Ltd. | Services | Equity | 2.12% |
| Oracle Financial Services Software Ltd. | Technology | Equity | 2.05% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 2.00% |
| SRF Ltd. | Chemicals | Equity | 1.96% |
| HDB Financial Services Ltd. | Financial | Equity | 1.96% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.87% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.84% |
| Global Health Ltd. | Healthcare | Equity | 1.73% |
| Eternal Ltd. | Services | Equity | 1.67% |
| Apar Industries Ltd. | Consumer Staples | Equity | 1.63% |
| PI Industries Ltd. | Chemicals | Equity | 1.62% |
| Wipro Ltd. | Technology | Equity | 1.56% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.54% |
| Max Financial Services Ltd. | Financial | Equity | 1.52% |
| The Federal Bank Ltd. | Financial | Equity | 1.50% |
| Power Finance Corporation Ltd. | Financial | Equity | 1.48% |
| Nuvama Wealth Management Ltd. | Financial | Equity | 1.47% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 1.41% |
| Dalmia Bharat Ltd. | Construction | Equity | 1.41% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.39% |
| Metro Brands Ltd. | Consumer Staples | Equity | 1.37% |
| UNO Minda Ltd. | Automobile | Equity | 1.34% |
| MRF Ltd. | Automobile | Equity | 1.21% |
| Voltas Ltd. | Consumer Discretionary | Equity | 1.18% |
| Birlasoft Ltd. | Technology | Equity | 1.17% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 1.03% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 1.03% |
| Bharat Forge Ltd. | Automobile | Equity | 1.00% |
| BSE Ltd. | Services | Equity | 0.99% |
| Polycab India Ltd. | Capital Goods | Equity | 0.96% |
| Apollo Tyres Ltd. | Automobile | Equity | 0.94% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 0.89% |
| Oil India Ltd. | Energy | Equity | 0.86% |
| Emami Ltd. | Consumer Staples | Equity | 0.80% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 0.79% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.78% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 0.78% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.76% |
| Ratnamani Metals & Tubes Ltd. | Metals & Mining | Equity | 0.74% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 0.68% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.67% |
| Poonawalla Fincorp Ltd. | Financial | Equity | 0.67% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 0.54% |
| Techno Electric & Engineering Company Ltd. | Capital Goods | Equity | 0.51% |
| REC Ltd. | Financial | Equity | 0.49% |
| Rubicon Research Ltd. | Healthcare | Equity | 0.37% |
| V-Guard Industries Ltd. | Consumer Discretionary | Equity | 0.24% |
| Kotak Liquid - Plan A - Direct Plan-Growth | NA | Mutual Fund | 0.18% |
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% | +22.6% | +19.4% | +20.5% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 24 | 7 | 3 | -- |
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
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +7.48% | +27.90% | 4,075.13 | |
Edelweiss Mid Cap Direct Plan Growth | +6.27% | +27.64% | 12,646.93 | |
Motilal Oswal Midcap Fund Direct Growth | -8.51% | +26.85% | 36,880.18 | |
HDFC Mid Cap Fund Direct Growth | +9.13% | +26.23% | 92,168.85 | |
JM Midcap Fund Direct Growth | -2.83% | +25.39% | 1,178.20 | |
| 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 ₹5,78,901 Cr and the Latest NAV as of 08 Jan 2026 is ₹158.66.
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₹5,78,901.39 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,