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

Kotak Midcap Growth Direct Plan

NAV
₹156.9910
-1.50%
(25 Jul)
AUM
57,102 Cr
TER
0.38%
Risk
Very High Risk
Rating
Insights
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
+17.2%
+6.5%
+5.7%
+5.4%
+4.4%
+2.3%
3Y
+31.4%
+25.2%
+29.3%
+28.4%
+31.1%
+23.7%
5Y
+31.3%
+31.0%
+32.5%
+32.3%
+36.3%
+28.1%
ALL
+22.1%
+21.3%
+21.4%
+19.1%
+23.9%
+17.2%
VOL
16.1%
15.3%
15.8%
16.9%
17.7%
-
TER
0.6%
0.4%
0.8%
0.7%
0.7%
-
AUM
₹7,406 Cr
₹57,102 Cr
₹84,061 Cr
₹39,066 Cr
₹33,053 Cr
-
INFO
1.38
1.39
1.35
1.13
1.36
-
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 30th Jun
Top holdings
Fortis Healthcare Ltd
3.4%
Mphasis Ltd
3.3%
Solar Industries India Ltd
3.0%
GE Vernova T&D India Ltd
2.9%
Swiggy Ltd
2.9%
Ipca Laboratories Ltd
2.9%
Dixon Technologies (India) Ltd
2.9%
Vishal Mega Mart Ltd
2.8%
Triparty Repo
2.8%
Oberoi Realty Ltd
2.7%
Top industry exposure
Consumer Cyclical
19.3%
Industrials
16.3%
Technology
15.1%
Basic Materials
13.4%
Financial Services
12.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
36%
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