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Kotak Mahindra Mutual Fund · Equity: Mid Cap
Kotak Midcap Fund - Regular Plan - Growth
The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies. The scheme may also invest in Debt and Money Market Instruments, as per the asset allocation table. There is no assurance that the investment objective of the Scheme will be achieved.
EquityBenchmark · NIFTY Midcap 150 TRITER · 1.43%Inception · 30-03-2007
NAV
₹138.16
+0.81% · as of 14-05-2026
Since inception
14.71%
CAGR
Benchmark (inception)
17.18%
CAGR
Fund size
₹635 Cr
AUM
Expense ratio
1.43%
28-04-2026
Performance
Returns vs benchmark & category
Since inception: +14.71% CAGR vs benchmark +17.18%.
Portfolio
Where the money is invested
Top holdings
GE T&D INDIA LIMITED EQ NEW RS. 2/-5.33%
FORTIS HEALTHCARE LIMITED. EQ3.97%
IPCA LABORATORIES LIMITED EQ NEW FV RE .1/-3.45%
MPHASIS LIMITED EQ2.93%
KEI INDUSTRIES LIMITED NEW EQ RS. 2/-2.66%
Indian Bank2.65%
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/-2.42%
J.K.CEMENT LIMITED EQ2.21%
SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/-2.14%
VISHAL MEGA MART PRIVATE LIMITED EQ2.10%
Sector allocation
Financial Services25.10%
Capital Goods13.59%
Healthcare12.91%
Information Technology8.29%
Chemicals8.27%
Automobile and Auto Components7.01%
Consumer Services6.04%
Consumer Durables5.64%
Construction Materials3.69%
Telecommunication2.01%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 14.7% p.a.₹10,000
10 years
Projected value
₹27,37,289
Invested: ₹12,00,000
Gained: ₹15,37,289
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Atul Bhole
Manager since fund inception data not available
ISIN & identifiers
AMFI code
104908
ISIN (Growth)
INF174K01DS9
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
Other Equity: Mid Cap funds
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