{"id":243040,"date":"2026-09-11T10:19:41","date_gmt":"2026-09-11T04:49:41","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/kotak-mid-cap-fund-direct-growth-review-2026\/"},"modified":"2026-09-11T10:19:41","modified_gmt":"2026-09-11T04:49:41","slug":"kotak-mid-cap-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/kotak-mid-cap-fund-direct-growth-review-2026\/","title":{"rendered":"Kotak Mid Cap Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/kotak-mid-cap-fund-g-direct-plan\">Kotak Mid Cap Fund Direct Growth Plan<\/a> has a NAV of \u20b9170.526 as of 10 Sep 2026 and a scheme AUM of \u20b969,282 Cr. Its 1-year, 3-year and 5-year returns are 7.22%, 17.23% and 16.9%, and the fund carries a High Risk label. Our view is that this is a mid-cap portfolio for investors who can tolerate sharp swings in the short run while still looking for a steadier compounding profile over longer periods.<\/p>\n<p>The fund\u2019s recent return pattern has been weaker than its longer-term record, but it remains close to its benchmark over 5 years. The portfolio is spread across 65 holdings, with the top positions led by healthcare, banking, retailing and IT names, so diversification is present even though the leading holdings still matter.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/kotak-mid-cap-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/kotak-mid-cap-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/kotak-mid-cap-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Kotak_Mid_Cap\" title=\"Should you BUY or HOLD Kotak Mid Cap?\">Should you BUY or HOLD Kotak Mid Cap?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/kotak-mid-cap-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/kotak-mid-cap-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/kotak-mid-cap-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/kotak-mid-cap-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/kotak-mid-cap-fund-direct-growth-review-2026\/#Exit_load\" title=\"Exit load\">Exit load<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/kotak-mid-cap-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/kotak-mid-cap-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/kotak-mid-cap-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/kotak-mid-cap-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b9170.526 as of 10 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b969,282 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.37%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>01 Jan 2013<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty Mid Cap<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Equity<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>Nil upto 10% of investment and 1% for remaining investment on or before 1Y, Nil after 1Y<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Atul Bhole<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Atul Bhole.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-1.31%<\/td>\n<td>-2.37%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>6.74%<\/td>\n<td>5.39%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>7.22%<\/td>\n<td>4.92%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>17.23%<\/td>\n<td>15.22%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>16.9%<\/td>\n<td>15.05%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>In the recent window, the fund has stayed constructive but not smooth. The 1-month figure is negative, yet it is still better than the benchmark\u2019s decline over the same period, which suggests the portfolio has held up a little better in a choppy phase. Over 3 months, the fund has rebounded more strongly than the index, and that short-term recovery is a useful sign after a weak patch.<\/p>\n<p>Over 1 year, the gap versus the benchmark is clearer, with the fund ahead by a meaningful margin. That said, the 1-year return is still modest for a mid-cap strategy and sits below the fund\u2019s 3-year and 5-year pace, so the latest year has not matched the stronger medium-term pattern. This tells us the fund has seen some near-term pressure even while the broader compounding trend remains intact.<\/p>\n<p>The 3-year and 5-year numbers are more reassuring. Both are above the benchmark, which indicates the strategy has added value over longer holding periods rather than relying only on a short burst of strength. The daily pattern also points to periods of recovery followed by renewed volatility, which is normal for a mid-cap fund but important for investors to acknowledge.<\/p>\n<p>Our view is that the fund\u2019s longer-term record is healthier than its recent one-year stretch. The benchmark comparison supports that reading: the fund has remained ahead across all the listed periods, but the margin is not uniform, and the short-term swings are a reminder that the path to returns has not been straight.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Kotak_Mid_Cap\"><\/span>Should you BUY or HOLD Kotak Mid Cap?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Kotak Mid Cap? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/kotak-mid-cap-fund-g-direct-plan\">Kotak Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>7.22%<\/td>\n<td>17.23%<\/td>\n<td>16.9%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/hsbc-midcap-fund-g-direct-plan\">HSBC Midcap Fund Direct Growth Plan<\/a><\/td>\n<td>21.55%<\/td>\n<td>24.22%<\/td>\n<td>19.4%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/woc-mid-cap-fund-g-direct-plan\">WOC Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>14.92%<\/td>\n<td>21.73%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/helios-mid-cap-fund-g-direct-plan\">Helios Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>14.33%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/iti-mid-cap-fund-g-direct-plan\">ITI Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>12.94%<\/td>\n<td>20.01%<\/td>\n<td>16.89%<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/mahindra-manulife-mid-cap-fund-g-direct-plan\">Mahindra Manulife Mid Cap Fund Direct Growth Plan<\/a><\/td>\n<td>12.06%<\/td>\n<td>17.86%<\/td>\n<td>18.41%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>The fund\u2019s 1-year return is below all five peer figures shown here, so its recent stretch has been calmer but less forceful than the stronger short-term numbers elsewhere. Even so, the longer-term picture is less one-sided: its 3-year return is close to the middle of the peer set, and its 5-year return is ahead of one comparable peer while trailing others that have compounded more quickly. That mix suggests the fund has kept pace better over time than in the latest year alone.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Fortis Healthcare India Ltd<\/td>\n<td>Healthcare<\/td>\n<td>3.83%<\/td>\n<\/tr>\n<tr>\n<td>Eternal Limited<\/td>\n<td>Retailing<\/td>\n<td>3.24%<\/td>\n<\/tr>\n<tr>\n<td>Ipca Laboratories Ltd.<\/td>\n<td>Healthcare<\/td>\n<td>3.12%<\/td>\n<\/tr>\n<tr>\n<td>Vishal Mega Mart Limited<\/td>\n<td>Domestic Equities<\/td>\n<td>3.06%<\/td>\n<\/tr>\n<tr>\n<td>Federal Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>2.85%<\/td>\n<\/tr>\n<tr>\n<td>L&amp;T Finance Ltd<\/td>\n<td>Finance<\/td>\n<td>2.85%<\/td>\n<\/tr>\n<tr>\n<td>Mphasis Ltd<\/td>\n<td>IT<\/td>\n<td>2.68%<\/td>\n<\/tr>\n<tr>\n<td>Kei Industries Ltd.<\/td>\n<td>Electricals<\/td>\n<td>2.47%<\/td>\n<\/tr>\n<tr>\n<td>Ge Vernova T&amp;D India Limited<\/td>\n<td>Capital Goods<\/td>\n<td>2.42%<\/td>\n<\/tr>\n<tr>\n<td>Indian Bank<\/td>\n<td>Bank<\/td>\n<td>2.24%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 28.76% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/kotak-mid-cap-fund-g-direct-plan\">Kotak Mid Cap Fund Direct Growth Plan<\/a> page<\/p>\n<p>The largest holding, Fortis Healthcare India Ltd, is 3.83%, so no single position dominates the portfolio on its own. The drop from the first holding to the tenth is modest rather than steep, which suggests the visible core is spread across several mid-sized positions instead of being concentrated in one or two oversized bets.<\/p>\n<p>Even so, the top 10 holdings together account for 28.76% of assets, which means a meaningful share of the portfolio is still anchored in a relatively small group of names. With 65 disclosed holdings in total, the rest of the book likely forms a longer tail that can dilute single-stock influence while still leaving the leading positions important.<\/p>\n<p>That balance may help the fund avoid excessive dependence on one company, but it can also mean the portfolio still reacts to sector and stock-specific moves within its larger holdings. The mix of healthcare, banking, retailing, finance, IT and capital goods among the leading names points to a diversified structure, though not one that removes mid-cap volatility.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund suits investors who are comfortable with High Risk exposure and can stay invested through uneven periods. The 1-year record shows that short-term outcomes can lag stronger peers, but the 3-year and 5-year figures suggest the strategy has still compounded reasonably well over longer stretches and has stayed ahead of the benchmark in each listed period.<\/p>\n<p>The right horizon is likely to be at least several years, because the portfolio\u2019s mid-cap orientation and recent fluctuations can produce sharp month-to-month variation. The main trade-off is that investors may have to accept weaker short-term stretches in exchange for the possibility of stronger long-term compounding, especially if the portfolio\u2019s more diversified core continues to work through cycles.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Exit_load\"><\/span>Exit load<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<ul>\n<li>Nil up to 10% of the investment and 1% on the remaining investment if units are sold on or before 1 year.<\/li>\n<li>No exit load after the holding period.<\/li>\n<\/ul>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p><strong>What is the current NAV of Kotak Mid Cap Fund Direct Growth Plan?<\/strong><br \/>The current NAV is \u20b9170.526 as of 10 Sep 2026.<\/p>\n<p><strong>What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/strong><br \/>Its 1-year return is 7.22%, its 3-year return is 17.23%, and its 5-year return is 16.9%.<\/p>\n<p><strong>How does it compare with the benchmark?<\/strong><br \/>It is ahead of Nifty Mid Cap across 1 month, 3 months, 1 year, 3 years and 5 years. The gap is widest over the latest year and narrower over the longer periods.<\/p>\n<p><strong>How does it compare with peer funds on available return data?<\/strong><br \/>Its 1-year return is below the peer figures shown here, while its 3-year and 5-year numbers are more mixed. That makes the recent stretch look weaker than some peers, even though the longer-term record is still workable.<\/p>\n<p><strong>What is the minimum SIP amount?<\/strong><br \/>The minimum SIP amount is \u20b9100.<\/p>\n<p><strong>Who manages the fund and what is its exit load?<\/strong><br \/>The fund is managed by Atul Bhole. The exit load is nil up to 10% of the investment and 1% on the remaining investment if units are sold on or before 1 year, and there is no exit load after the holding period.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Kotak Mid Cap Fund Direct Growth Plan has shown a softer recent run than its longer-term record, but it still stays ahead of the benchmark across the periods listed here. The peer comparison is more nuanced: its latest year trails the peer group shown, while its medium- and longer-term returns remain usable rather than weak. The portfolio has a diversified core across 65 holdings, with no single position dominating, which may help spread stock-specific risk even though mid-cap volatility remains part of the package.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 11 September 2026 at 10:18 AM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Kotak Mid Cap Fund Direct Growth Plan\",\"identifier\":\"kotak-mid-cap-fund-g-direct-plan\",\"category\":\"Equity\",\"dateCreated\":\"01 Jan 2013\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":170.526,\"valueReference\":\"as of 10 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"69282 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.37\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty Mid Cap\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":7.22},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":17.23},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":16.9},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Atul Bhole\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Kotak Mid Cap Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b9170.526 as of 10 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is 7.22%, its 3-year return is 17.23%, and its 5-year return is 16.9%.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It is ahead of Nifty Mid Cap across 1 month, 3 months, 1 year, 3 years and 5 years. The gap is widest over the latest year and narrower over the longer periods.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with peer funds on available return data?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is below the peer figures shown here, while its 3-year and 5-year numbers are more mixed. That makes the recent stretch look weaker than some peers, even though the longer-term record is still workable.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is its exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Atul Bhole. The exit load is nil up to 10% of the investment and 1% on the remaining investment if units are sold on or before 1 year, and there is no exit load after the holding period.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Kotak Mid Cap Fund Direct Growth Plan has a NAV of \u20b9170.526 as of 10 Sep 2026, AUM of \u20b969,282 Cr and 5-year returns of 16.9%.<\/p>\n","protected":false},"author":38,"featured_media":243035,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-243040","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["243035"],"rank_math_title":["Kotak Mid Cap Fund Direct Growth Review 2026"],"rank_math_description":["Kotak Mid Cap Fund Direct Growth Plan has a NAV of \u20b9170.526 and 1Y return of 7.22% as of 10 Sep 2026."],"rank_math_focus_keyword":["Kotak Mid Cap Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Kotak_Mid_Cap_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/243040","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=243040"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/243040\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/243035"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=243040"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=243040"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=243040"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}