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Kotak Midcap Fund Growth
+18.54%
3Y annualised
+0.17% 1D
NAV: 26 Aug '26
₹148.58
Min. for SIP
₹100
Fund size (AUM)
₹69,282.83 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 | ₹64,513 | +7.52% | |
| 3 years | ₹1,80,000 | ₹2,18,990 | +21.66% | |
| 5 years | ₹3,00,000 | ₹4,56,193 | +52.06% | |
| 10 years | ₹6,00,000 | ₹15,90,646 | +165.11% |
Holdings (76)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Fortis Healthcare Ltd | Healthcare | Equity | 3.83% |
| Zomato Ltd | Technology | Equity | 3.24% |
| Ipca Laboratories Ltd | Healthcare | Equity | 3.12% |
| Vishal Mega Mart Ltd. | Consumer Staples | Equity | 3.06% |
| The Federal Bank Ltd | Financial | Equity | 2.85% |
| L&T Finance Holdings Ltd | Financial | Equity | 2.85% |
| Mphasis Ltd | Technology | Equity | 2.68% |
| Kei Industries Ltd | Industrials | Equity | 2.47% |
| GE T&D India Ltd | Industrials | Equity | 2.42% |
| Indian Bank | Financial | Equity | 2.24% |
| Bharti Hexacom Ltd. | Technology | Equity | 2.17% |
| Solar Industries India Ltd | Materials | Equity | 2.16% |
| Schaeffler India Ltd | Industrials | Equity | 2.14% |
| Oberoi Realty Ltd | Real Estate | Equity | 2.09% |
| Bank of Maharashtra | Financial | Equity | 2.08% |
| Dixon Technologies (India) Ltd | Consumer Discretionary | Equity | 2.03% |
| Apar Industries Ltd | Diversified | Equity | 1.91% |
| Bharat Electronics Ltd | Industrials | Equity | 1.88% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.80% |
| Global Health Ltd | Healthcare | Equity | 1.80% |
| Coromandel International Ltd | Materials | Equity | 1.71% |
| Nuvama Wealth Management Ltd | Financial | Equity | 1.68% |
| Persistent Systems Ltd | Technology | Equity | 1.62% |
| Swiggy Ltd. | Technology | Equity | 1.61% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 1.59% |
| HDB FINANCIAL SERVICES LIMITED EQ | Financial | Equity | 1.55% |
| SRF Ltd | Materials | Equity | 1.54% |
| Oracle Financial Services Software Ltd | Technology | Equity | 1.51% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 1.38% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 1.34% |
| Poonawalla Fincorp Ltd | Financial | Equity | 1.32% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.30% |
| Blue Star Ltd | Industrials | Equity | 1.28% |
| Lenskart Solutions Ltd. | Consumer Discretionary | Equity | 1.25% |
| Max Financial Services Ltd | Financial | Equity | 1.24% |
| PI Industries Ltd | Materials | Equity | 1.24% |
| Metro Brands Ltd | Consumer Discretionary | Equity | 1.22% |
| Repo | Unspecified | Repo | 1.22% |
| Dalmia Bharat Ltd | Materials | Equity | 1.21% |
| DEWAN HOUSING FINANCE CORP. LTD. EQ | Financial | Equity | 1.18% |
| REC Ltd | Financial | Equity | 1.17% |
| JK Cement Ltd | Materials | Equity | 1.12% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 1.10% |
| Emcure Pharmaceuticals Ltd. | Healthcare | Equity | 1.02% |
| ICICI Lombard General Insurance Company Ltd | Financial | Equity | 1.00% |
| Voltas Ltd | Industrials | Equity | 1.00% |
| Deepak Nitrite Ltd | Materials | Equity | 0.98% |
| Biocon Ltd | Healthcare | Equity | 0.97% |
| Avanti Feeds Ltd | Consumer Staples | Equity | 0.94% |
| MRF Ltd | Consumer Discretionary | Equity | 0.94% |
| Prudent Corporate Advisory Services Ltd | Financial | Equity | 0.91% |
| Power Finance Corporation Ltd | Financial | Equity | 0.90% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 0.85% |
| Max Healthcare Institute Ltd | Healthcare | Equity | 0.85% |
| Jindal Steel & Power Ltd | Materials | Equity | 0.83% |
| Rubicon Research Ltd. | Healthcare | Equity | 0.81% |
| Birlasoft Ltd | Technology | Equity | 0.81% |
| India Shelter Finance Corporation Ltd. | Financial | Equity | 0.77% |
| ZF Commercial Vehicle Control Systems India Ltd | Consumer Discretionary | Equity | 0.75% |
| Net Current Assets | Unspecified | Net Current Assets | 0.69% |
| Apollo Tyres Ltd | Consumer Discretionary | Equity | 0.69% |
| BSE Ltd | Financial | Equity | 0.66% |
| Home First Finance Company India Ltd | Financial | Equity | 0.66% |
| Ratnamani Metals & Tubes Ltd | Materials | Equity | 0.65% |
| Apollo Hospitals Enterprise Ltd | Healthcare | Equity | 0.58% |
| City Union Bank Ltd | Financial | Equity | 0.47% |
| United Spirits Ltd | Consumer Staples | Equity | 0.39% |
| Techno Electric & Engineering Company Ltd | Industrials | Equity | 0.36% |
| DIXON TECHNOLOGIES INDIA LTD.-AUG2026 | Consumer Discretionary | Futures | 0.36% |
| KEI INDUSTRIES LTD.-AUG2026 | Industrials | Futures | 0.17% |
| Kotak Liquid Plan A Direct - Growth | Unspecified | Mutual Fund | 0.17% |
| Manipal Health Enterprises Ltd | Healthcare | Equity | 0.16% |
| SWIGGY LTD-AUG2026 | Technology | Futures | 0.09% |
| Cash Margin | Unspecified | Cash Margin | 0.01% |
| OBEROI REALTY LTD-AUG2026 | Real Estate | Futures | 0.01% |
| Net Payables | Unspecified | Net Payables | -0.62% |
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 | +18.5% | +17.3% | +17.0% | +14.9% |
| Category average (Equity Mid Cap) | +21.6% | +21.5% | +16.0% | -- |
| Rank (Equity Mid Cap) | 16 | 16 | 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) | |
|---|---|---|---|---|
 | +17.01% | +22.40% | 6,792.14 | |
 | +10.82% | +21.74% | 18,693.49 | |
 | +11.48% | +20.36% | 14,504.36 | |
 | +11.51% | +20.18% | 50,750.81 | |
 | +11.43% | +18.91% | 1,05,142.69 | |
| 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 ₹6,12,667 Cr and the Latest NAV as of 26 Aug 2026 is ₹148.58.
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₹6,12,667.12 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,