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20327
Kotak Midcap Fund - Direct (G)
20.48
6.99
18.38
-1.04
0.11
4.57
12.40
20.28
7
2.32
18.38
Kotak Midcap Fund - Direct (G)
2.32
18.38
1.19
3.5
5 Years
Begin with SIP Invest One-Time
  • NAV

    170.18

    22 Jul 2026

  • -1.30%

     1 Day

  • 20.48%

    3Y CAGR returns

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  • ₹ 100

    Min SIP

  • ₹ 100

    Min Lumpsum

  • 0.5%

    Expense Ratio

  • 4

     Rating

  • 67,611 Cr

    Fund Size

  • 13 Years

    Fund Age

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Scheme Performance

Returns and Ranks ( as on 22 Jul 2026 )

  • 1Y Returns
  • 3Y Returns
  • 5Y Returns
  • MAX Returns
  • Trailing Returns
  • 6.99%
  • 20.48%
  • 18.38%
  • 20.28

Scheme Allocation

By Holding By Sector By Asset
3.98%
3.11%
3.06%
2.84%
2.80%
84.21%
View All

Advance Ratio

  • 1.69Alpha
  • 5.16SD
  • 0.93Beta
  • 0.85Sharpe

Exit Load & Tax Implication

  • Exit Load
  • For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment.
  • Tax implication
  • Returns redeemed within a year are taxed at 20%, while those held longer incur a 12.5% LTCG tax on gains over Rs 1.25 lakh per financial year.

Fund Objective

To generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.

Fund Managers

Atul Bhole

Risk-o-meter

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moderate Moderate Moderately
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High

Peer Comparison

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More Funds from Kotak Mahindra Mutual Fund

20327
  • Fund Name

AMC Contact Details

  • Address :
  • 27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
    • Contact :
    • +91022 61152100
    • Email ID :
    • fundaccops@kotakmutual.com
Mutual Fund by Category
Equity Debt Hybrid

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