4160
20327
Kotak Midcap Fund Growth
21.18
9.45
18.19
1.12
-0.20
2.23
2.02
14.74
https://storage.googleapis.com/5paisa-prod-storage/files/2024-06/kotak-mahindra-mf.png
7
2.31
18.19
Kotak Midcap Fund (G)
2.31
18.19
1.19
3.5
5 Years
Kotak Midcap Fund Growth
-
NAV
139.24
23 May 2026
-
0.00%
1 Day
-
21.18%
3Y CAGR returns
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-
₹ 100
Min SIP -
₹ 100
Min Lumpsum -
1.45%
Expense Ratio -
63,539 Cr
Fund Size -
19 Years
Fund Age
SIP Calculator
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₹
Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
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Yr
- Invested Amount
- ₹ 00
- Wealth Gained
- ₹ 00
- Expected Amount
- ₹ 00
Returns and Ranks ( as on 23 May 2026 )
- 1Y Returns
- 3Y Returns
- 5Y Returns
- MAX Returns
- Trailing Returns
- 9.45%
- 21.18%
- 18.19%
- 14.74
- -0.91Alpha
- 4.84SD
- 0.91Beta
- 0.66Sharpe
- 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.
To generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.
Low
Low to
moderate Moderate Moderately
High High Very
High
moderate Moderate Moderately
High High Very
High
- Fund Name
-
HSBC Midcap Fund Growth
- 27.16
-
- Equity
- Mid Cap Fund
- Fund Size (Cr.) - ₹ 13,387
-
- Equity
- Mid Cap Fund
- Fund Size (Cr.) - ₹ 7,557
-
- Equity
- Mid Cap Fund
- Fund Size (Cr.) - ₹ 45,820
-
- Equity
- Mid Cap Fund
- Fund Size (Cr.) - ₹ 13,378
-
Kotak Midcap Fund Growth
- 21.18
-
- Equity
- Mid Cap Fund
- Fund Size (Cr.) - ₹ 63,539
20327
- Fund Name
-
- Other
- FoFs Domestic
- AUM - ₹ 945
-
Kotak Gold Fund Growth
- 35.37
-
- Other
- FoFs Domestic
- AUM - ₹ 6,693
-
- Other
- FoFs Overseas
- AUM - ₹ 4,215
-
- Other
- FoFs Overseas
- AUM - ₹ 1,540
-
- Other
- Index Fund
- AUM - ₹ 200
- 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
Large Cap
- Fund Name
Quant Large Cap Fund Growth
- 15.57%
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 3,112
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 51,690
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 213
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 1,722
-
- Equity
- Large Cap Mutual Funds
- Fund Size (Cr.) - 75,650
Mid Cap
Multi Cap
ELSS
Focused
Sectoral / Thematic
Small Cap
Dividend Yield
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Gilt Mutual
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FAQs
Kotak Midcap Fund Growth has delivered 14.71% since inception
The NAV of Kotak Midcap Fund Growth is ₹138.16 as of 23 May 2026
The expense ratio of Kotak Midcap Fund Growth is 1.45 % as of 23 May 2026
The AUM of Kotak Midcap Fund Growth 63539.5 CR as of 23 May 2026
The minimum SIP amount of Kotak Midcap Fund Growth is 100
The top stock holdings of Kotak Midcap Fund Growth are
- GE Vernova T&D - 4.89%
- Fortis Health. - 4.08%
- Ipca Labs. - 2.98%
- Mphasis - 2.84%
- KEI Industries - 2.80%
The top sectors Kotak Midcap Fund Growth has invested in are
- - 0%