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Kotak Midcap Fund Direct IDCW
+20.56%
3Y annualised
-0.53% 1D
NAV: 16 Mar '26
₹87.20
Min. for SIP
₹100
Fund size
₹61,694.40 Cr
Expense ratio
0.38%
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 1 year | ₹60,000 | ₹57,548 | -4.09% | |
| 3 years | ₹1,80,000 | ₹2,05,925 | +14.40% | |
| 5 years | ₹3,00,000 | ₹4,28,984 | +42.99% | |
| 10 years | ₹6,00,000 | ₹15,52,625 | +158.77% |
Holdings (68)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| GE Vernova T&D India Ltd | Capital Goods | Equity | 5.08% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 4.25% |
| Ipca Laboratories Ltd. | Healthcare | Equity | 2.98% |
| Kei Industries Ltd. | Capital Goods | Equity | 2.90% |
| Mphasis Ltd. | Technology | Equity | 2.89% |
| Indian Bank | Financial | Equity | 2.80% |
| Bharat Electronics Ltd. | Capital Goods | Equity | 2.42% |
| JK Cement Ltd. | Construction | Equity | 2.22% |
| Solar Industries India Ltd. | Chemicals | Equity | 2.16% |
| Vishal Mega Mart Ltd. | Services | Equity | 2.12% |
| Coromandel International Ltd. | Chemicals | Equity | 2.06% |
| Apar Industries Ltd. | Consumer Staples | Equity | 2.06% |
| Schaeffler India Ltd. | Capital Goods | Equity | 2.05% |
| L&T Finance Ltd. | Financial | Equity | 1.97% |
| Cholamandalam Investment and Finance Company Ltd. | Financial | Equity | 1.96% |
| Bharti Hexacom Ltd. | Communication | Equity | 1.93% |
| Oberoi Realty Ltd. | Construction | Equity | 1.91% |
| Dixon Technologies (India) Ltd. | Capital Goods | Equity | 1.88% |
| HDB Financial Services Ltd. | Financial | Equity | 1.79% |
| Swiggy Ltd. | Services | Equity | 1.77% |
| Oracle Financial Services Software Ltd. | Technology | Equity | 1.72% |
| The Federal Bank Ltd. | Financial | Equity | 1.71% |
| SRF Ltd. | Chemicals | Equity | 1.69% |
| Max Financial Services Ltd. | Financial | Equity | 1.67% |
| Blue Star Ltd. | Consumer Discretionary | Equity | 1.66% |
| Power Finance Corporation Ltd. | Financial | Equity | 1.66% |
| JB Chemicals & Pharmaceuticals Ltd. | Healthcare | Equity | 1.60% |
| Global Health Ltd. | Healthcare | Equity | 1.55% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.54% |
| Bank of Maharashtra | Financial | Equity | 1.52% |
| Persistent Systems Ltd. | Technology | Equity | 1.51% |
| Dalmia Bharat Ltd. | Construction | Equity | 1.50% |
| PI Industries Ltd. | Chemicals | Equity | 1.50% |
| BSE Ltd. | Services | Equity | 1.47% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 1.44% |
| Eternal Ltd. | Services | Equity | 1.35% |
| ICICI Lombard General Insurance Company Ltd. | Insurance | Equity | 1.31% |
| Voltas Ltd. | Consumer Discretionary | Equity | 1.31% |
| Bharat Forge Ltd. | Automobile | Equity | 1.31% |
| Metro Brands Ltd. | Consumer Staples | Equity | 1.27% |
| Nuvama Wealth Management Ltd. | Financial | Equity | 1.21% |
| Birlasoft Ltd. | Technology | Equity | 1.17% |
| MRF Ltd. | Automobile | Equity | 1.10% |
| Avanti Feeds Ltd. | Consumer Staples | Equity | 1.04% |
| Jindal Steel Ltd. | Metals & Mining | Equity | 1.04% |
| Deepak Nitrite Ltd. | Chemicals | Equity | 1.03% |
| UNO Minda Ltd. | Automobile | Equity | 0.96% |
| Max Healthcare Institute Ltd. | Healthcare | Equity | 0.94% |
| ZF Commercial Vehicle Control Systems India Ltd. | Automobile | Equity | 0.88% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.87% |
| Apollo Tyres Ltd. | Automobile | Equity | 0.82% |
| Poonawalla Fincorp Ltd. | Financial | Equity | 0.78% |
| Ratnamani Metals & Tubes Ltd. | Metals & Mining | Equity | 0.75% |
| Prudent Corporate Advisory Services Ltd. | Financial | Equity | 0.73% |
| Wipro Ltd. | Technology | Equity | 0.72% |
| Aster DM Healthcare Ltd. | Healthcare | Equity | 0.70% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 0.70% |
| Home First Finance Company India Ltd. | Financial | Equity | 0.67% |
| Bank Of Baroda | Financial | Equity | 0.65% |
| Polycab India Ltd. | Capital Goods | Equity | 0.54% |
| Techno Electric & Engineering Company Ltd. | Capital Goods | Equity | 0.48% |
| Piramal Finance Ltd. | Financial | Equity | 0.48% |
| REC Ltd. | Financial | Equity | 0.46% |
| Rubicon Research Ltd. | Healthcare | Equity | 0.43% |
| United Spirits Ltd. | Consumer Staples | Equity | 0.40% |
| Kotak Liquid - Plan A - Direct Plan-Growth | -- | Mutual Fund | 0.18% |
| Swiggy Ltd. | Services | Futures | 0.08% |
| Oberoi Realty Ltd. | Construction | Futures | 0.07% |
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 | +20.6% | +18.2% | +19.4% | +19.4% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 24 | 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 IDCW | +15.21% | +25.58% | 14,355.22 | |
Nippon India Growth Mid Cap Fund Direct IDCW | +16.52% | +25.34% | 43,982.51 | |
HDFC Mid Cap Fund Direct IDCW | +14.93% | +24.17% | 94,256.90 | |
Sundaram Mid Cap Fund Direct IDCW | +13.98% | +23.68% | 13,235.50 | |
Kotak Midcap Fund Direct IDCW | +14.51% | +20.56% | 61,694.40 | |
| Compare | ||||
Fund management
ABAtul BholeJan 2024 - PresentView details
AB
Atul Bhole
Jan 2024 - Present
View details
About Kotak Midcap Fund Direct IDCW
Kotak Midcap Fund Direct IDCW 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 IDCW fund. The fund currently has an Asset Under Management(AUM) of ₹5,95,414 Cr and the Latest NAV as of 16 Mar 2026 is ₹87.20.
The Kotak Midcap Fund Direct IDCW 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₹5,95,413.81 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,