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Mid Capregularidcw

Kotak Midcap Fund - Regular Plan - IDCW -Payout & Re-investment of Income Distribution cum capital withdrawal option

Kotak Mahindra Mutual Fund

₹73.2220

1.21 (+1.69%)

NAV as of 10 Apr 2026

Returns (Lumpsum)

CAGR for periods ≥ 1 year
1 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)+13.12%
Since Inception (Apr 2007)+10.53%

SIP Returns (XIRR)

₹1,000/month SIP, annualised
1 Year SIP-10.54%
3 Year SIP+6.68%
5 Year SIP+12.22%
Since Inception (Apr 2007)+13.01%

Fund Details

Fund HouseKotak Mahindra Mutual Fund
CategoryMid Cap
Plan Typeregular
Optionidcw
Min SIP₹100
Min Lumpsum₹100
Launch Date02 Apr 2007
AMFI Code104907

Risk Metrics

Sharpe Ratio

Alpha

Beta

Sortino

Std Dev

Max Drawdown

Performance Comparison

Performance Comparison

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Investment Objective

Kotak Midcap Fund - Regular Plan - IDCW -Payout & Re-investment of Income Distribution cum capital withdrawal option 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 - IDCW -Payout & Re-investment of Income Distribution cum capital withdrawal option is a Mid Cap mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 19 years.

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