Item: Kotak Midcap Fund Direct Growth
Rating: 4
Author: Morningstar

Home › Mutual Funds › Kotak Mutual Fund › Kotak Midcap Fund Direct Growth

173.460 (0.627%)

NAV on August 17, 2026

Category Equity:
Mid-Cap

Investment StyleBox

Large Growth

Total Assets 69,283 cr

Turnover Ratio 24.31%

Expense Ratio 0.39%

Exit Load 1.00%if redeemed within
1 Years0.00%if redeemed after 1 Years

Returns

1M: Positive return: 1.34%
1Y: Positive return: 11.11%
3M: Positive return: 7.93%
3Y: Positive return: 20.18%
6M: Positive return: 8.54%
5Y: Positive return: 18.41%

Min Investment 100

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SECTOR WEIGHTINGS (%)

Financial 27.48%

Industrial 12.11%

Technology 8.83%

Basic Materials 10.1%

Consumer Cyclical 17.2%

Utilities Services 0.0%

Healthcare Services 17.23%

Energy Services 1.33%

Communication Services 2.21%

Consumer Defensive 1.37%

Real Estate 2.14%

INVESTMENT OBJECTIVE

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.

You will not receive any dividends. Your investments will get the largest benefit of compounding.

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Name	Latest NAV	Returns 1y	Fund Assets	Expense Ratio	Risk
Edelweiss Mid Cap Fund Direct Plan Growth Option	₹ 130.950	12.70%	₹ 18,693 cr	0.71%	Average
Nippon India Growth Mid Cap Fund - Direct Plan - Growth Mid Cap	₹ 5060.953	12.57%	₹ 50,751 cr	0.61%	Average
Invesco India Mid Cap Fund Direct Plan Growth Option	₹ 242.250	12.19%	₹ 14,721 cr	0.49%	High
HDFC Mid Cap Fund -Direct Plan - Growth Option	₹ 236.914	12.48%	₹ 105,143 cr	0.74%	Low