PT
Pankaj TibrewalFund Manager Since 21 Jun 2010
EquityMid-Cap
Kotak Midcap Fund Growth
3Y Annualised
21.18%
0.72% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
0.48%
0.72% 1D
Benchmark
HDFC NIFTY 500 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
3 years 7 months
NIFTY 50
7 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹63539.49 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0.01%
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. If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1% If units are redeemed or switched out on or after 1 year from the date of allotment: NIL
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
Fund Managers
About Kotak Midcap Fund Growth
Kotak Midcap Fund Growth is a Equity mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 19 years, having been launched on 2007-03-30. Kotak Midcap Fund Growth has ₹63539.49 Cr worth of assets under management (AUM) as of Thu May 28 2026. The latest Net Asset Value (NAV) of Kotak Midcap Fund Growth as of Tue May 19 2026 is ₹138.426. The fund has an expense ratio of 1.38%, which is medium comparable to most other Equity funds.
Kotak Midcap Fund Growth returns for the last 1 year are 8.07%. Since launch, it has delivered 14.72% average annual returns.
The Kotak Midcap Fund Growth has the majority of its money invested in Industrials, Healthcare, Technology, Financial Services, Basic Materials, Consumer Cyclical sectors.
Top 5 Holdings of Kotak Midcap Fund Growth.
- GE Vernova T&D India Ltd: 4.89%
- Fortis Healthcare Ltd: 4.08%
- Ipca Laboratories Ltd: 2.98%
- Mphasis Ltd: 2.84%
- KEI Industries Ltd: 2.80%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2007-03-30 |
| fundaccops@kotakmutual.com | |
| Phone | +91 22 61152100 |
| Website | www.kotakmf.com |
| Address | Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051 |
Tax Implications of Kotak Midcap Fund Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
Similar Funds from Kotak Mahindra Asset Management Co Ltd
Kotak Flexicap Fund Growth
EquityFlexi Cap
3Y CAGR
14.17%
expense ratio
1.42%
fund size
₹54838.63 Cr
Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
EquityEquity - Infrastructure
3Y CAGR
19.32%
expense ratio
0.73%
fund size
₹2373.02 Cr
Kotak Nifty PSU Bank ETF
EquitySector - Financial Services
3Y CAGR
26.44%
expense ratio
0.49%
fund size
₹2352.35 Cr
Kotak ELSS Tax Saver-Scheme-Growth - Direct
EquityELSS (Tax Savings)
3Y CAGR
13.83%
expense ratio
0.68%
fund size
₹6112.43 Cr
Kotak Medium Term Direct Growth
Fixed IncomeMedium Duration
3Y CAGR
8.36%
expense ratio
0.67%
fund size
₹1840.37 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
