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Kotak Mid Cap Fund Direct Growth
+17.71%
3Y annualised
+1.46% 1D
NAV: 18 Sep '26
₹169.71
Min. for SIP
₹100
Fund size (AUM)
₹71,256.26 Cr
Expense ratio
0.54%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹64,672 | +7.79% | |
| 3 years | ₹1,80,000 | ₹2,22,037 | +23.35% | |
| 5 years | ₹3,00,000 | ₹4,69,116 | +56.37% | |
| 10 years | ₹6,00,000 | ₹17,05,892 | +184.32% |
Holdings (74)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Fortis Healthcare Ltd | Healthcare | Equity | 3.58% |
| Ipca Laboratories Ltd | Healthcare | Equity | 3.42% |
| Vishal Mega Mart Ltd. | Consumer Staples | Equity | 3.11% |
| Kei Industries Ltd | Industrials | Equity | 2.95% |
| L&T Finance Holdings Ltd | Financial | Equity | 2.86% |
| The Federal Bank Ltd | Financial | Equity | 2.76% |
| Mphasis Ltd | Technology | Equity | 2.70% |
| Repo | Unspecified | Repo | 2.48% |
| GE T&D India Ltd | Industrials | Equity | 2.42% |
| Indian Bank | Financial | Equity | 2.34% |
| Solar Industries India Ltd | Materials | Equity | 2.30% |
| Schaeffler India Ltd | Industrials | Equity | 2.22% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 2.11% |
| Bank of Maharashtra | Financial | Equity | 2.09% |
| Oberoi Realty Ltd | Real Estate | Equity | 2.09% |
| Bharti Hexacom Ltd. | Technology | Equity | 2.03% |
| Bharat Electronics Ltd | Industrials | Equity | 1.95% |
| Global Health Ltd | Healthcare | Equity | 1.84% |
| Zomato Ltd | Technology | Equity | 1.65% |
| Oracle Financial Services Software Ltd | Technology | Equity | 1.65% |
| Swiggy Ltd. | Technology | Equity | 1.64% |
| Nuvama Wealth Management Ltd | Financial | Equity | 1.59% |
| Persistent Systems Ltd | Technology | Equity | 1.59% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 1.56% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 1.56% |
| Coromandel International Ltd | Materials | Equity | 1.53% |
| HDB FINANCIAL SERVICES LIMITED EQ | Financial | Equity | 1.50% |
| SRF Ltd | Materials | Equity | 1.46% |
| Apar Industries Ltd | Diversified | Equity | 1.45% |
| Billionbrains Garage Ventures Ltd. | Financial | Equity | 1.32% |
| DEWAN HOUSING FINANCE CORP. LTD. EQ | Financial | Equity | 1.28% |
| Poonawalla Fincorp Ltd | Financial | Equity | 1.28% |
| Max Financial Services Ltd | Financial | Equity | 1.26% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 1.25% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 1.23% |
| Dalmia Bharat Ltd | Materials | Equity | 1.21% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.19% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.15% |
| Emcure Pharmaceuticals Ltd. | Healthcare | Equity | 1.12% |
| Blue Star Ltd | Industrials | Equity | 1.09% |
| Biocon Ltd | Healthcare | Equity | 1.07% |
| Metro Brands Ltd | Consumer Discretionary | Equity | 1.07% |
| PI Industries Ltd | Materials | Equity | 1.03% |
| JK Cement Ltd | Materials | Equity | 1.03% |
| Deepak Nitrite Ltd | Materials | Equity | 1.00% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 1.00% |
| REC Ltd | Financial | Equity | 0.99% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 0.98% |
| Rubicon Research Ltd. | Healthcare | Equity | 0.96% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 0.95% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 0.94% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 0.92% |
| MRF Ltd | Consumer Discretionary | Equity | 0.92% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 0.89% |
| Jindal Steel & Power Ltd | Materials | Equity | 0.87% |
| Voltas Ltd | Industrials | Equity | 0.87% |
| Net Current Assets | Unspecified | Net Current Assets | 0.85% |
| Avanti Feeds Ltd | Consumer Staples | Equity | 0.84% |
| Birlasoft Ltd | Technology | Equity | 0.76% |
| Ratnamani Metals & Tubes Ltd | Materials | Equity | 0.70% |
| Power Finance Corporation Ltd | Financial | Equity | 0.69% |
| Apollo Tyres Ltd | Consumer Discretionary | Equity | 0.68% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.67% |
| Home First Finance Company India Ltd | Financial | Equity | 0.62% |
| BSE Ltd | Financial | Equity | 0.58% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 0.56% |
| City Union Bank Ltd | Financial | Equity | 0.56% |
| DIXON TECHNOLOGIES INDIA LTD.-SEP2026 | Consumer Discretionary | Futures | 0.49% |
| United Spirits Ltd | Consumer Staples | Equity | 0.38% |
| Techno Electric & Engineering Company Ltd | Industrials | Equity | 0.35% |
| Manipal Health Enterprises Ltd | Healthcare | Equity | 0.27% |
| Kotak Liquid Plan A Direct - Growth | Unspecified | Mutual Fund | 0.16% |
| Cash Margin | Unspecified | Cash Margin | 0.02% |
| Net Payables | Unspecified | Net Payables | -0.49% |
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 | +17.7% | +16.6% | +17.9% | +19.9% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 13 | 11 | 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) | |
|---|---|---|---|---|
 | +8.00% | +23.40% | 15,905.31 | |
 | +12.98% | +22.03% | 7,485.37 | |
 | +6.45% | +20.93% | 19,891.00 | |
 | +6.37% | +18.14% | 52,270.55 | |
 | +5.99% | +17.22% | 1,08,324.55 | |
| Compare | ||||
Fund management
ABAtul BholeJan 2024 - PresentView details
AB
Atul Bhole
Jan 2024 - Present
View details
About Kotak Mid Cap Fund Direct Growth
Kotak Mid Cap 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 Mid Cap Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹6,19,695 Cr and the Latest NAV as of 18 Sep 2026 is ₹169.71.
The Kotak Mid Cap 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₹6,19,695.24 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,