Item: Kotak Midcap Fund Direct Growth
Rating: 5
Author: Morningstar

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

159.064 (0.039%)

NAV on July 22, 2025

Category Equity:
Mid-Cap

Investment StyleBox

Large Growth

Total Assets 57,102 cr

Turnover Ratio 9.06%

Expense Ratio 0.38%

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

Returns

1M: 3.85%
1Y: 7.90%
3M: 13.53%
3Y: 25.78%
6M: 12.76%
5Y: 31.41%

Min Investment 100

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SECTOR WEIGHTINGS (%)

Financial 12.91%

Industrial 16.87%

Technology 15.61%

Basic Materials 13.88%

Consumer Cyclical 19.98%

Utilities Services 0.0%

Healthcare Services 11.33%

Energy Services 3.12%

Communication Services 2.31%

Consumer Defensive 1.20%

Real Estate 2.77%

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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Top Rated
Top Performing

Top Mid Cap Funds

NAME	LATEST NAV	RETURNS 1y	FUND ASSETS	EXPENSE RATIO	RISK
Invesco India Mid Cap Fund Direct Plan Growth Option	221.460	21.35%	7,406 cr	0.63%	Above Average
Edelweiss Mid Cap Fund Direct Plan Growth Option	118.929	11.14%	10,988 cr	0.39%	Average
Kotak Midcap Fund Direct Growth	159.064	7.90%	57,102 cr	0.38%	Average
Motilal Oswal Midcap Direct Growth	118.659	7.64%	33,053 cr	0.68%	High
Mahindra Manulife Mid Cap Fund Direct Growth	37.961	2.81%	3,990 cr	0.45%	Average
Quant Mid Cap Fund Growth Option Direct Plan	244.270	-10.58%	9,140 cr	0.64%	Above Average
HDFC Mid Cap Fund -Direct Plan - Growth Option	217.502	8.00%	84,061 cr	0.75%	Below Average