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Kotak Midcap Fund Direct Growth
Equity
Mid Cap
Very High Risk
+22.38%
3Y annualised
+1.67% 1D
NAV: 28 Jan '26
₹152.32
Min. SIP amount
₹100
Fund size
₹60,636.84 Cr
Expense ratio
0.38%
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 | ₹61,152 | +1.92% | |
| 3 years | ₹1,80,000 | ₹2,20,856 | +22.70% | |
| 5 years | ₹3,00,000 | ₹4,58,941 | +52.98% | |
| 10 years | ₹6,00,000 | ₹16,55,226 | +175.87% |
Holdings (66)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GE Vernova T&D India Ltd | Capital Goods | Equity | 4.21% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 3.60% |
| Mphasis Ltd. | Technology | Equity | 3.58% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 2.81% |
| Vishal Mega Mart Ltd. | Services | Equity | 2.49% |
| Swiggy Ltd. | Services | Equity | 2.41% |
| Indian Bank | Financial | Equity | 2.41% |
| Kei Industries Ltd. | Capital Goods | Equity | 2.38% |
| Bharti Hexacom Ltd. | Communication | Equity | 2.23% |
| JK Cement Ltd. | Construction | Equity | 2.21% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 2.21% |
| Oberoi Realty Ltd. | Construction | Equity | 2.21% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 2.20% |
| L&T Finance Ltd. | Financial | Equity | 2.18% |
| Coromandel International Ltd. | Chemicals | Equity | 2.14% |
| SRF Ltd. | Chemicals | Equity | 2.06% |
| Persistent Systems Ltd. | Technology | Equity | 2.04% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 2.00% |
| Solar Industries India Ltd. | Chemicals | Equity | 1.99% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.96% |
| HDB Financial Services Ltd. | Financial | Equity | 1.95% |
| Oracle Financial Services Software Ltd. | Technology | Equity | 1.94% |
| Schaeffler India Ltd. | Capital Goods | Equity | 1.86% |
| Global Health Ltd. | Healthcare | Equity | 1.65% |
| Wipro Ltd. | Technology | Equity | 1.64% |
| The Federal Bank Ltd. | Financial | Equity | 1.55% |
| Eternal Ltd. | Services | Equity | 1.55% |
| PI Industries Ltd. | Chemicals | Equity | 1.54% |
| Max Financial Services Ltd. | Financial | Equity | 1.51% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.51% |
| Apar Industries Ltd. | Consumer Staples | Equity | 1.49% |
| Dalmia Bharat Ltd. | Construction | Equity | 1.49% |
| Nuvama Wealth Management Ltd. | Financial | Equity | 1.47% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 1.45% |
| Power Finance Corporation Ltd. | Financial | Equity | 1.45% |
| Metro Brands Ltd. | Consumer Staples | Equity | 1.41% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.38% |
| Birlasoft Ltd. | Technology | Equity | 1.32% |
| UNO Minda Ltd. | Automobile | Equity | 1.30% |
| MRF Ltd. | Automobile | Equity | 1.21% |
| Voltas Ltd. | Consumer Discretionary | Equity | 1.17% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 1.14% |
| Bank of Maharashtra | Financial | Equity | 1.11% |
| Bharat Forge Ltd. | Automobile | Equity | 1.02% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.99% |
| Polycab India Ltd. | Capital Goods | Equity | 0.98% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.92% |
| Apollo Tyres Ltd. | Automobile | Equity | 0.92% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 0.90% |
| BSE Ltd. | Services | Equity | 0.89% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 0.88% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 0.88% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.80% |
| Ratnamani Metals & Tubes Ltd. | Metals & Mining | Equity | 0.74% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.69% |
| Poonawalla Fincorp Ltd. | Financial | Equity | 0.67% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.66% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 0.65% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 0.60% |
| Bank Of Baroda | Financial | Equity | 0.57% |
| REC Ltd. | Financial | Equity | 0.48% |
| Techno Electric & Engineering Company Ltd. | Capital Goods | Equity | 0.45% |
| Emami Ltd. | Consumer Staples | Equity | 0.44% |
| Rubicon Research Ltd. | Healthcare | Equity | 0.38% |
| Kotak Liquid - Plan A - Direct Plan-Growth | NA | Mutual Fund | 0.18% |
| V-Guard Industries Ltd. | Consumer Discretionary | Equity | 0.08% |
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 | +22.4% | +22.5% | +19.7% | +20.0% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 25 | 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) | |
|---|---|---|---|---|
Edelweiss Mid Cap Direct Plan Growth | +15.45% | +28.03% | 13,650.47 | |
WhiteOak Capital Mid Cap Fund Direct Growth | +18.12% | +27.74% | 4,447.55 | |
HDFC Mid Cap Fund Direct Growth | +16.12% | +26.57% | 92,641.55 | |
JM Midcap Fund Direct Growth | +6.37% | +25.44% | 1,178.20 | |
Motilal Oswal Midcap Fund Direct Growth | -0.36% | +24.29% | 36,880.18 | |
| 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 ₹5,69,913 Cr and the Latest NAV as of 28 Jan 2026 is ₹152.32.
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₹5,69,913.46 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,