Site Logo

Download QR

Open Free Demat Account!

Join Our 9 Lakh Customers

+91
Headphone

Home

Mutual Funds

Kotak Midcap Fund

Ko

Kotak Midcap Fund

Mid CapRank #8
4/5

NAV (2026-07-14)

146.11

AUM

₹2,023 Cr

Exp. Ratio: 1.42%

RISK LEVEL

Very High

Returns & Performance

1 Year7.60%1.36% vs cat avgRank #15
3 Year19.83%1.06% vs cat avgRank #13
5 Year17.15%0.99% vs cat avgRank #13
Since Launch14.90%--

Fund vs Category Average

1Y
7.60%+1.36%
3Y
19.83%+1.06%
5Y
17.15%+0.99%

Pros & Cons

Pros

Outperforms category avg on 1Y returns
Strong 3Y track record vs category
Above category avg 5Y returns
No lock-in period
Decent 1Y category rank (#15)
Overall top-10 rank in category (#8)

Cons

No notable cons identified

ISININF174K01DS9
NAV₹146.11
NAV Date2026-07-14
AUM₹2,023 Cr
Expense Ratio1.42%
RiskVery High
Rating4 / 5
Min SIP Amount₹100
Max SIP Amount₹999999999
Min Additional Inv.₹100
SIP AllowedYes
Plan TypeRegular
Plan OptionGrowth
Is NFONo
Fund House Incorp.1994-08-05

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.

Exit Load1.00%
Stamp duty on investment0.005% (from July 1st, 2020)
Tax implicationsIf you redeem within one year, your returns will be taxed at 20%. For redemptions after one year, returns exceeding ₹1.25 lakh in a financial year will be taxed at 12.5%.

Atul Bhole

Mr. Bhole is a B.Com (H), Chartered Accountant and MMS.

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.

Top Holdings

Holdings data not available for this scheme