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Kotak Midcap Fund Direct Growth
+20.92%
3Y annualised
-1.19% 1D
NAV: 02 Jun '26
₹161.46
Min. for SIP
₹100
Fund size (AUM)
₹63,539.49 Cr
Expense ratio
0.38%
Rating
3
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹61,266 | +2.11% | |
| 3 years | ₹1,80,000 | ₹2,14,364 | +19.09% | |
| 5 years | ₹3,00,000 | ₹4,51,271 | +50.42% | |
| 10 years | ₹6,00,000 | ₹16,40,392 | +173.40% |
Holdings (71)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GE T&D India Ltd | Industrials | Equity | 4.89% |
| Fortis Healthcare Ltd | Healthcare | Equity | 4.08% |
| Ipca Laboratories Ltd | Healthcare | Equity | 2.98% |
| Mphasis Ltd | Technology | Equity | 2.84% |
| Kei Industries Ltd | Industrials | Equity | 2.80% |
| Indian Bank | Financial | Equity | 2.45% |
| Solar Industries India Ltd | Materials | Equity | 2.42% |
| Vishal Mega Mart Ltd. | Consumer Staples | Equity | 2.34% |
| Oracle Financial Services Software Ltd | Technology | Equity | 2.29% |
| Bharat Electronics Ltd | Industrials | Equity | 2.28% |
| Apar Industries Ltd | Diversified | Equity | 2.18% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 2.07% |
| L&T Finance Holdings Ltd | Financial | Equity | 2.05% |
| BSE Ltd | Financial | Equity | 2.04% |
| JK Cement Ltd | Materials | Equity | 2.02% |
| Bank of Maharashtra | Financial | Equity | 1.97% |
| Oberoi Realty Ltd | Real Estate | Equity | 1.95% |
| Schaeffler India Ltd | Industrials | Equity | 1.88% |
| Coromandel International Ltd | Materials | Equity | 1.79% |
| Bharti Hexacom Ltd. | Technology | Equity | 1.77% |
| Swiggy Ltd. | Technology | Equity | 1.76% |
| Power Finance Corporation Ltd | Financial | Equity | 1.74% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.72% |
| Zomato Ltd | Technology | Equity | 1.70% |
| HDB FINANCIAL SERVICES LIMITED EQ | Financial | Equity | 1.61% |
| SRF Ltd | Materials | Equity | 1.61% |
| The Federal Bank Ltd | Financial | Equity | 1.59% |
| JB Chemicals & Pharmaceuticals Ltd | Healthcare | Equity | 1.55% |
| Persistent Systems Ltd | Technology | Equity | 1.53% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 1.51% |
| Blue Star Ltd | Industrials | Equity | 1.48% |
| Global Health Ltd | Healthcare | Equity | 1.48% |
| PI Industries Ltd | Materials | Equity | 1.44% |
| Max Financial Services Ltd | Financial | Equity | 1.42% |
| Dalmia Bharat Ltd | Materials | Equity | 1.39% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.36% |
| Nuvama Wealth Management Ltd | Financial | Equity | 1.25% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 1.25% |
| DEWAN HOUSING FINANCE CORP. LTD. EQ | Financial | Equity | 1.25% |
| Poonawalla Fincorp Ltd | Financial | Equity | 1.23% |
| Metro Brands Ltd | Consumer Discretionary | Equity | 1.20% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 1.18% |
| Voltas Ltd | Industrials | Equity | 1.16% |
| Avanti Feeds Ltd | Consumer Staples | Equity | 1.16% |
| Deepak Nitrite Ltd | Materials | Equity | 1.10% |
| Birlasoft Ltd | Technology | Equity | 1.08% |
| Jindal Steel & Power Ltd | Materials | Equity | 0.99% |
| MRF Ltd | Consumer Discretionary | Equity | 0.98% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.93% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 0.87% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 0.87% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 0.85% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 0.83% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 0.83% |
| Ratnamani Metals & Tubes Ltd | Materials | Equity | 0.79% |
| REC Ltd | Financial | Equity | 0.74% |
| Apollo Tyres Ltd | Consumer Discretionary | Equity | 0.71% |
| Repo | Unspecified | Repo | 0.70% |
| Bank Of Baroda | Financial | Equity | 0.70% |
| Home First Finance Company India Ltd | Financial | Equity | 0.69% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 0.65% |
| Rubicon Research Ltd. | Healthcare | Equity | 0.58% |
| Techno Electric & Engineering Company Ltd | Industrials | Equity | 0.51% |
| Polycab India Ltd | Industrials | Equity | 0.43% |
| United Spirits Ltd | Consumer Staples | Equity | 0.38% |
| Kotak Liquid Plan A Direct - Growth | Unspecified | Mutual Fund | 0.18% |
| OBEROI REALTY LTD-MAY2026 | Real Estate | Futures | 0.15% |
| P I INDUSTRIES LTD-MAY2026 | Materials | Futures | 0.06% |
| ORACLE FINANCIAL SERVICES SOFTWARE LTD-MAY2026 | Technology | Futures | 0.04% |
| VOLTAS LTD.-MAY2026 | Industrials | Futures | 0.01% |
| Net Payables | Unspecified | Net Payables | -0.34% |
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 | +20.9% | +18.9% | +18.8% | +19.9% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 21 | 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) | |
|---|---|---|---|---|
 | +12.57% | +25.65% | 5,293.04 | |
 | +7.76% | +24.75% | 15,910.69 | |
 | +7.73% | +23.89% | 45,820.33 | |
 | +6.72% | +23.31% | 13,378.01 | |
 | +5.76% | +22.12% | 94,744.72 | |
| 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 ₹5,91,225 Cr and the Latest NAV as of 02 Jun 2026 is ₹161.46.
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₹5,91,224.54 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,