Returns (Lumpsum)
CAGR for periods ≥ 1 year1 Week-1.86%
1 Month-10.89%
3 Months-9.58%
6 Months-9.88%
1 Year+3.23%
3 Years (CAGR)+17.98%
5 Years (CAGR)+16.07%
10 Years (CAGR)+17.09%
Since Inception (Apr 2007)+14.08%
SIP Returns (XIRR)
₹1,000/month SIP, annualised1 Year SIP-10.54%
3 Year SIP+6.68%
5 Year SIP+12.22%
Since Inception (Apr 2007)+16.82%
Fund Details
Fund HouseKotak Mahindra Mutual Fund
CategoryMid Cap
Plan Typeregular
Optiongrowth
AUM₹61,694 Cr
Expense Ratio1.38%
Min SIP₹100
Min Lumpsum₹100
Launch Date02 Apr 2007
AMFI Code104908
Risk Metrics
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Sharpe Ratio
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Alpha
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Beta
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Sortino
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Std Dev
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Max Drawdown
Performance Comparison
Performance Comparison
Interested in This Fund?
Our experts will help you decide if this fund fits your goals.
Investment Objective
Kotak Midcap Fund - Regular Plan - Growth seeks to generate long-term capital appreciation by investing in mid-cap companies — ranked 101st to 250th by market capitalisation. These companies offer a balance of growth potential and relative stability, making them suitable for investors with moderate to high risk appetite.
About This Fund
Kotak Midcap Fund - Regular Plan - Growth is a Mid Cap mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 19 years. It manages assets worth ₹61,694 Cr, reflecting investor confidence in the fund's strategy. The current expense ratio is 1.38%.
Who Should Invest?
- •Investors with a high risk appetite seeking long-term wealth creation
- •Investors with an investment horizon of 5 years or more
- •SIP investors who can benefit from rupee cost averaging during market fluctuations