Kotak Midcap Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Midcap Growth Direct Plan

NAV
₹159.2350
-0.08%
(22 Aug)
AUM
57,375 Cr
TER
0.37%
Risk
Very High Risk
Rating
Insights
Most bought fund this month
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+15.4%
+5.2%
+4.8%
+3.9%
+3.9%
-0.4%
3Y
+30.9%
+27.6%
+23.9%
+30.3%
+27.5%
+22.5%
5Y
+30.0%
+31.1%
+28.9%
+34.9%
+29.7%
+26.1%
ALL
+22.1%
+22.5%
+21.3%
+24.1%
+21.2%
+16.9%
VOL
16.0%
16.9%
15.3%
17.7%
15.7%
-
TER
0.6%
0.4%
0.4%
0.7%
0.7%
-
AUM
₹7,802 Cr
₹11,027 Cr
₹57,375 Cr
₹33,609 Cr
₹83,847 Cr
-
INFO
1.38
1.33
1.39
1.37
1.35
-
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Midcap (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jul
Top holdings
Fortis Healthcare Ltd
3.7%
GE Vernova T&D India Ltd
3.6%
Dixon Technologies (India) Ltd
3.2%
Mphasis Ltd
3.2%
Ipca Laboratories Ltd
3.1%
Vishal Mega Mart Ltd
2.9%
Swiggy Ltd
2.9%
JK Cement Ltd
2.8%
Coromandel International Ltd
2.7%
Solar Industries India Ltd
2.4%
Top industry exposure
Consumer Cyclical
19.7%
Industrials
15.5%
Technology
14.4%
Financial Services
14.2%
Basic Materials
13.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
30%
Lock-in period
-
Exit load
• 1% for redemption within 365 days
Fund objective
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.
Fund manager(s)
Atul Bhole

FAQs