Get access to more insightful information
By signing up to Upstox today
Kotak Midcap Fund Direct growth
Equity • Mid Cap • Direct growth
Top rated fund from 207 Mid-Cap
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Mid Cap
Direct growth
Launched On
01 Jan 2013
12.7 years ago
Lock-in Period
No lock-in
NAV
as of 19 Sep 2025
₹162.75
+0.323% (0.60)
AUM
₹56,988 Cr
Expense ratio
0.37%
Benchmark
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold before 1Y
1%
If units sold after 1Y
0%
Distribution
Asset split
Equity97.82%
Cash2.18%
Debt0.00%
What's in this fund?
Sectors
Holdings
Consumer Cyclical
Financial Services
Industrials
Technology
Basic Materials
Fund House
Kotak Mahindra
Inc: 29 Dec 1998 • Total AUM: ₹4,68,779 Cr • Rank #4Kotak Mahindra Mutual Fund, started in 1998, has Kotak Mahindra Bank as its sponsor. The fund house is headed by Nilesh Shah as the CEO. As of 31 March 2024, it has an AUM of ₹4,12,221 Cr. The fund house has over 8.1 million investor accounts and more than 50,000 empanelled distributors.
Fund Managers
Atul Bhole
Experience: 1.65 yrs • Total AUM: 3,89,050 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
Invesco India Mid Cap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
29.57%
Expense ratio
0.56%
Returns vs category
Risk vs category
Motilal Oswal Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
27.89%
Expense ratio
0.69%
Returns vs category
Risk vs category
Nippon India Growth Mid Cap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
25.57%
Expense ratio
0.71%
Returns vs category
Risk vs category
Axis Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
20.07%
Expense ratio
0.74%
Returns vs category
Risk vs category
SBI Midcap Fund
Equity • Mid Cap • Direct Growth3Y CAGR
16.33%
Expense ratio
0.84%
Returns vs category
Risk vs category
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.