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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 · 1.48%Inception · 30-03-2007
NAV
₹144.99
-0.45% · as of 11-09-2026
Since inception
14.73%
CAGR
Benchmark (inception)
17.03%
CAGR
Fund size
₹71,256 Cr
AUM
Expense ratio
1.48%
30-08-2026
Performance
Returns vs benchmark & category
Since inception: +14.73% CAGR vs benchmark +17.03%.
Portfolio
Where the money is invested
Top holdings
FORTIS HEALTHCARE LIMITED. EQ3.98%
IPCA LABORATORIES LIMITED EQ NEW FV RE .1/-3.11%
VISHAL MEGA MART PRIVATE LIMITED EQ3.06%
GE T&D INDIA LIMITED EQ NEW RS. 2/-2.84%
KEI INDUSTRIES LIMITED NEW EQ RS. 2/-2.80%
L & T FINANCE HOLDINGS LIMITED EQ2.78%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-2.56%
MPHASIS LIMITED EQ2.54%
BANK OF MAHARASHTRA EQ2.32%
SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/-2.25%
Sector allocation
Financial Services28.02%
Healthcare14.68%
Capital Goods10.67%
Consumer Services7.89%
Chemicals7.70%
Automobile and Auto Components6.60%
Information Technology6.20%
Consumer Durables5.47%
Construction Materials3.12%
Realty2.08%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 14.7% p.a.₹10,000
10 years
Projected value
₹27,40,655
Invested: ₹12,00,000
Gained: ₹15,40,655
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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