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Kotak Midcap Fund Growth
+19.86%
3Y annualised
-0.50% 1D
NAV: 16 Jul '26
₹146.35
Min. for SIP
₹100
Fund size (AUM)
₹67,611.00 Cr
Expense ratio
1.48%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹64,317 | +7.20% | |
| 3 years | ₹1,80,000 | ₹2,19,860 | +22.14% | |
| 5 years | ₹3,00,000 | ₹4,57,130 | +52.38% | |
| 10 years | ₹6,00,000 | ₹15,93,540 | +165.59% |
Holdings (71)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Fortis Healthcare Ltd | Healthcare | Equity | 3.98% |
| Ipca Laboratories Ltd | Healthcare | Equity | 3.11% |
| Vishal Mega Mart Ltd. | Consumer Staples | Equity | 3.06% |
| GE T&D India Ltd | Industrials | Equity | 2.84% |
| Kei Industries Ltd | Industrials | Equity | 2.80% |
| L&T Finance Holdings Ltd | Financial | Equity | 2.78% |
| The Federal Bank Ltd | Financial | Equity | 2.56% |
| Mphasis Ltd | Technology | Equity | 2.54% |
| Repo | Unspecified | Repo | 2.41% |
| Bank of Maharashtra | Financial | Equity | 2.32% |
| Solar Industries India Ltd | Materials | Equity | 2.25% |
| Indian Bank | Financial | Equity | 2.24% |
| Zomato Ltd | Technology | Equity | 2.19% |
| Apar Industries Ltd | Diversified | Equity | 2.14% |
| Oberoi Realty Ltd | Real Estate | Equity | 2.08% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 2.08% |
| Bharat Electronics Ltd | Industrials | Equity | 2.05% |
| Schaeffler India Ltd | Industrials | Equity | 2.02% |
| JK Cement Ltd | Materials | Equity | 1.95% |
| Bharti Hexacom Ltd. | Technology | Equity | 1.89% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.85% |
| Nuvama Wealth Management Ltd | Financial | Equity | 1.74% |
| HDB FINANCIAL SERVICES LIMITED EQ | Financial | Equity | 1.74% |
| Global Health Ltd | Healthcare | Equity | 1.73% |
| Coromandel International Ltd | Materials | Equity | 1.70% |
| SRF Ltd | Materials | Equity | 1.64% |
| JB Chemicals & Pharmaceuticals Ltd | Healthcare | Equity | 1.64% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 1.63% |
| Oracle Financial Services Software Ltd | Technology | Equity | 1.59% |
| Swiggy Ltd. | Technology | Equity | 1.46% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.35% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 1.34% |
| Max Financial Services Ltd | Financial | Equity | 1.34% |
| Poonawalla Fincorp Ltd | Financial | Equity | 1.28% |
| Blue Star Ltd | Industrials | Equity | 1.27% |
| DEWAN HOUSING FINANCE CORP. LTD. EQ | Financial | Equity | 1.27% |
| Persistent Systems Ltd | Technology | Equity | 1.24% |
| Power Finance Corporation Ltd | Financial | Equity | 1.18% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 1.18% |
| PI Industries Ltd | Materials | Equity | 1.18% |
| Dalmia Bharat Ltd | Materials | Equity | 1.17% |
| Metro Brands Ltd | Consumer Discretionary | Equity | 1.14% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 1.10% |
| REC Ltd | Financial | Equity | 1.07% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 0.99% |
| Voltas Ltd | Industrials | Equity | 0.98% |
| Emcure Pharmaceuticals Ltd. | Healthcare | Equity | 0.98% |
| Deepak Nitrite Ltd | Materials | Equity | 0.93% |
| MRF Ltd | Consumer Discretionary | Equity | 0.91% |
| Avanti Feeds Ltd | Consumer Staples | Equity | 0.89% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 0.89% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 0.85% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.83% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 0.82% |
| Jindal Steel & Power Ltd | Materials | Equity | 0.81% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 0.80% |
| Birlasoft Ltd | Technology | Equity | 0.78% |
| Rubicon Research Ltd. | Healthcare | Equity | 0.78% |
| BSE Ltd | Financial | Equity | 0.72% |
| Apollo Tyres Ltd | Consumer Discretionary | Equity | 0.71% |
| Ratnamani Metals & Tubes Ltd | Materials | Equity | 0.70% |
| Bank Of Baroda | Financial | Equity | 0.68% |
| Home First Finance Company India Ltd | Financial | Equity | 0.64% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 0.58% |
| Techno Electric & Engineering Company Ltd | Industrials | Equity | 0.40% |
| United Spirits Ltd | Consumer Staples | Equity | 0.36% |
| City Union Bank Ltd | Financial | Equity | 0.20% |
| Kotak Liquid Plan A Direct - Growth | Unspecified | Mutual Fund | 0.17% |
| KEI INDUSTRIES LTD.-JUL2026 | Industrials | Futures | 0.14% |
| PERSISTENT SYSTEMS LIMITED-JUL2026 | Technology | Futures | 0.05% |
| Net Payables | Unspecified | Net Payables | -0.70% |
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 | +19.9% | +17.1% | +17.4% | +14.9% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 13 | 13 | 5 | -- |
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) | |
|---|---|---|---|---|
 | +12.20% | +22.73% | 6,932.99 | |
 | +5.25% | +22.17% | 17,748.32 | |
 | +7.22% | +21.35% | 49,169.10 | |
 | +6.86% | +20.99% | 14,026.07 | |
 | +4.32% | +19.44% | 1,00,858.31 | |
| Compare | ||||
Fund management
ABAtul BholeJan 2024 - PresentView details
AB
Atul Bhole
Jan 2024 - Present
View details
About Kotak Midcap Fund Growth
Kotak Midcap Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,84,950 Cr and the Latest NAV as of 16 Jul 2026 is ₹146.35.
The Kotak Midcap Fund 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₹5,84,949.80 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,