Kotak Midcap Fund - Direct (G) logo

Kotak Midcap Fund Direct Growth

NAV ₹161.08 as on 17 Nov 2025

RiskVery High

Fund Size₹60,385.03Cr

NAV₹161.08 as on 17 Nov 2025
RiskVery High
Fund Size₹60,385.03Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹100

Min Withdrawal Amount

₹-

Min SIP Amount

₹100

Min Additional Amount

₹100

Exit Load

For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment.

Basic Details

Age

12 years 10 months (Since Jan 01, 2013)

Return since Launch

20.93%

Expense ratio

0.37%

Type

OPEN

AUM (Fund Size)

₹60,385.03

Risk Grade

Very High

Benchmark

Nifty Midcap 150 TRI

Calculate Your Returns
Select Duration
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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Atul Bhole

Experience:

Mr. Atul has over 18 years of experience in Indian equity markets. Prior to joining KMAMC, he has worked with DSP Asset Managers as SVP- Investments and Tata Asset Management Pvt Ltd as Fund Manager and Research analyst. He has also worked as research analyst in JP Morgan Services (India) Pvt. Ltd. and with State Bank of India. a

Scheme Holding Summary

Healthcare

Capital Goods - Electrical Equipment

IT - Software

Wipro Ltd

1.50%

Consumer Durables

Retail

Pharmaceuticals

Cement

Banks

Aerospace & Defence

Realty

E-Commerce/App based Aggregator

Telecom-Service

Cables

Fertilizers

Bearings

Refineries

Finance

REC Ltd

0.51%

Chemicals

SRF Ltd

1.85%

Agro Chemicals

Auto Ancillaries

Insurance

Stock/ Commodity Brokers

Leather

Miscellaneous

Tyres

MRF Ltd

1.26%

Debt Others

Crude Oil & Natural Gas

FMCG

Emami Ltd

1.02%

Castings, Forgings & Fastners

Steel

Financial Services

BSE Ltd

0.84%

Capital Goods-Non Electrical Equipment

Infrastructure Developers & Operators

Mutual Fund Units

See All
RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#5 in India
Total AUM₹5,66,981.82Cr
Date of Incorporation05 Aug 1994
Kotak Midcap Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 01 Jan 2013. The fund currently has an Asset Under Management(AUM) of ₹5,66,981.82 Cr and the Latest NAV as of 17 Nov 2025 is ₹161.08.
The Kotak Midcap Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹100 . Minimum Lumpsum Investment is ₹100. Exit load of For redemption/switch out of upto 10% of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. 1.00% - If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment. Nil - If units are redeemed or switched out on or after 1 year from the date of allotment..
...Read more
Returns and Rankings

Category: Equity Mid Cap Fund

1Y3Y5YAll
Fund returns8.79%7.26%4.87%1.60%
Category average8.32%6.91%4.59%-
Rank within category18158-

FAQ’s

What kind of returns does Kotak Midcap Fund Direct Growth provide?

Kotak Midcap Fund Direct Growth has given a return of 23.39% in the past 3 years.

What is the expense ratio charged by Kotak Midcap Fund Direct Growth?

The Expense Ratio charged by Kotak Midcap Fund Direct Growth is 0.37%.

What is the AUM size of Kotak Midcap Fund Direct Growth?

The AUM size of Kotak Midcap Fund Direct Growth is ₹60,385.03Cr.

What is the minimum SIP amount that you can invest in Kotak Midcap Fund Direct Growth?

₹100 is the minimum SIP amount that you can invest in Kotak Midcap Fund Direct Growth .

What are the top stock holdings of Kotak Midcap Fund Direct Growth?

The top stock holdings of Kotak Midcap Fund Direct Growth include , Fortis Healthcare Ltd , Global Health Ltd , Max Healthcare Institute Ltd and Aster DM Healthcare Ltd.

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start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.