Kotak Midcap Fund Regular-Growth
Kotak Midcap Fund Regular-Growth: Mutual Fund Overview
Kotak Midcap Fund Regular-Growth is an Mid Cap mutual fund with over 18.95 years of performance history. The scheme manages an AUM of ₹61694.4 Cr and has a NAV of ₹129.896. It is rated '4' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 16.8%.
Equity, Mid Cap, Principal at very high risk
1 Year Return 16.8% at 13 Mar 2026 02:19 PM
Fund Details
NAV 129.896
Sub-Type Mid Cap
Rating 4
Min. SIP Amount ₹100.0
Fund Age(Year) 18.95
Fund Size(in Crores) 61694.4
Fund Performance
1 Month -5.71%
3 Month -4.56%
6 Month -5.29%
1 Year 16.8%
3 Year 19.6%
5 Year 17.47%
Know This Fund
As on 13 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.22%) Market Cap Small Cap 15.45 Mid Cap 67 Large Cap 16.77 Top Sectors Financial 44.72 Capital Goods 30.73 Healthcare 24.93 Chemicals 16.87 Technology 16.03 Services 13.57 Automobile 10.14 Consumer Discretionary 9.91 Materials 7.45 Consumer Staples 7 Construction 3.95 Communication 3.86 Metals & Mining 3.59 Energy 3.07 Insurance 2.63 Top Holding ICICI Lombard Gen. Insurance 1.31 Dalmia Bharat 1.5 Ipca Laboratories 2.98 PI Industries 1.5 Vishal Mega Mart 2.12 Bank of Baroda 0.65 Ratnamani Metals & Tubes 0.75 Jindal Steel 1.04 Fortis Healthcare 4.25 Cholamandalam Investment and Finance Company 1.96 L&T Fin 1.97 Oberoi Realty 1.98 Mphasis 2.89 Nuvama Wealth Management 1.21 The Federal Bank 1.71 UNO Minda 0.96 Blue Star 1.66 Dixon Technologies (India) 1.88 United Spirits 0.4 Max Financial Services 1.67 Birlasoft 1.17 Max Healthcare Institute 0.94 India Shelter Finance Corporation 0.87 Power Fin. Corp. 1.66 Piramal Finance 0.48 Voltas 1.31 JB Chemicals 1.6 Oracle Financial Services Software 1.72 Bharat Electronics 2.42 Indian Bank 2.8 Eternal 1.35 Coromandel International 2.06 Wipro 0.72 SRF 1.69 REC 0.46 Poonawalla Fincorp 0.78 Apollo Tyres 0.82 Bharti Hexacom 1.93 Persistent Systems 1.51 Apar Industries 2.06 Avanti Feeds 1.04 MRF 1.1 BSE 1.47 GE Vernova T&D 5.08 Deepak Nitrite 1.03 Aster DM Healthcare 0.7 Nippon Life India Asset Management 1.44 Solar Industries India 2.16 ZF Commercial 0.88 HDB Financial Services 1.79 JK Cement 2.22 Lenskart Solutions 0.7 Swiggy 1.85 Prudent Corporate Advisory Services 0.73 Kei Industries 2.9 Techno Electric & Eng. Co. 0.48 Schaeffler India 2.05 Metro Brands 1.27 Polycab India 0.54 Home First Finance Company India 0.67 Global Health 1.55 Bharat Forge 1.31 Hindustan Petroleum Corporation 1.54 Bank of Maharashtra 1.52 Rubicon Research 0.43
Debt & Others (0.78%) Sector Allocation Net Payables -0.47 Repo 1.07 Mutual Fund 0.18 Debt Credit Ratings Debt Category Kotak Liquid - Plan A - Direct Plan-Gr 0.18 Others 0.6
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -7.16% Ret 1Y 10.32% Ret 3Y 18.13% Ret 5Y 15.6%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -7.16% Ret 1Y 10.32% Ret 3Y 18.13% Ret 5Y 15.6%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -7.16% Ret 1Y 10.32% Ret 3Y 18.13% Ret 5Y 15.6%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -6.57% Ret 1Y 14.97% Ret 3Y 21.16% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -6.57% Ret 1Y 14.97% Ret 3Y 21.16% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -6.57% Ret 1Y 14.97% Ret 3Y 21.16% Ret 5Y 0%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -5.08% Ret 1Y 12.75% Ret 3Y 18.36% Ret 5Y 14.24%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -5.08% Ret 1Y 12.75% Ret 3Y 18.36% Ret 5Y 14.24%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -5.08% Ret 1Y 12.75% Ret 3Y 18.36% Ret 5Y 14.24%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -7.72% Ret 1Y 15.4% Ret 3Y 21.8% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -7.72% Ret 1Y 15.4% Ret 3Y 21.8% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 1.39%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Atul Bhole
Education Mr. Bhole is a B.Com (H), Chartered Accountant and MMS.
Experience Prior to joining Kotak Mahindra Mutual Fund he has worked with DSP Mutual Fund Tata Mutual Fund, JP Morgan Services Pvt. Ltd. and SBI Treasury.
Arjun Khanna
Education Mr. Khanna has done CFA, FRM, MMS(Finance) & B.E (Electronics)
Experience Prior to joining Kotak Mahindra Mutual Fund, he was with Principal Mutual Fund and has also worked with Citibank.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 9
Date of Incorporation 2007-03-30
Total AUM 595413.8
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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