
Kotak Mid Cap Fund(G)-Direct Plan
+16.90%
5Y annualised
+16.90%
5Y annualised
-0.21% 1D
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Buy, Hold or Sell?
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NAV : 10 Sep 2026
₹170.53
Min. SIP amount
₹100
Fund size (AUM)
69282 Cr
Expense ratio
0.37%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
NAV : 10 Sep 2026
₹170.53
Min. SIP amount
₹100
Fund size (AUM)
69282 Cr
Expense ratio
0.37%
Launched on
01 Jan 2013
Lock-in period
N/A
Benchmark
Nifty Mid Cap
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
12.79%
Mid Cap
71.15%
Small Cap
13.82%
Others
2.24%
Sector Allocation
Finance
16.72%
Healthcare
14.65%
Bank
7.64%
Chemicals
7.62%
Domestic Equities
6.83%
Automobile & Ancillaries
6.71%
It
6.62%
Capital Goods
6.21%
Others
26.07%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
Nil upto 10% of investment and 1% for remaining investment on or before 1Y, Nil after 1Y
No exit load after holding period
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Atul Bhole
Present
Similar/Peer Fund Comparison
HSBC Midcap Fund(G)-Direct Plan
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ITI Mid Cap Fund(G)-Direct Plan
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Baroda BNP Paribas Mid Cap Fund(G)-Direct Plan
Bandhan Mid Cap Fund(G)-Direct Plan
Mirae Asset Midcap Fund(G)-Direct Plan
FAQs
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