Kotak Midcap Fund - Regular Plan - Growth
NAV as on 10-06-2026
₹ 137.955
₹
-1.18
(
-0.8561%)
AUM as on 31-05-2026
64,732.23 Cr
Rtn (Since Inception)
14.64%
Kotak Midcap Fund Returns Calculator
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SCHEME DETAILS
| Category: | Equity: Mid Cap |
| Launch Date: | 30-03-2007 |
| Assets Class: | Equity |
| Benchmark: | NIFTY Midcap 150 TRI |
| TER: | 1.38% As on (31-05-2026) |
| Status: | Open Ended Schemes |
| Minimum Investment: | 100.0 |
| Minimum Topup: | 100.0 |
| Total Assets: | 64,732.23 Cr As on (31-05-2026) |
| Turn over: | 22.71 |
| Exit Load: | For redemption / switch out of upto 10% 1f 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 Units issued on reinvestment of IDCW shall not be subject to entry and exit load. |
PEER COMPARISON
| Fund Name | Inception Date | Returns (%) | ||||
|---|---|---|---|---|---|---|
| 1 Year | 2 Year | 3 Year | 5 Year | 10 Year | ||
| Kotak Midcap Fund Reg Gr | 30-03-2007 | 3.06 | 7.09 | 19.35 | 16.71 | 17.24 |
Asset Allocation & Portfolio
Top 10 Stocks in portfolio (%)
Top 10 Sectors in portfolio (%)
Market Cap Distribution
Scheme Characteristics
Minimum investment in equity & equity related instruments - 65% of total assets.
Minimum investment in equity & equity related instruments of mid cap companies - 65% of total assets.
Installment Amount
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