Kotak Mid Cap Fund vs Mirae Asset Midcap Fund
Over the last 3 years, Kotak Mid Cap Fund returned 16.4% a year against 15.8% for Mirae Asset Midcap Fund (Direct plans). Kotak Mid Cap Fund was the more consistent: ahead of its index in 34% of rolling 3-year periods, against 8%. In falling months, Kotak Mid Cap Fund fell less: 93% of the index's fall, against 101%. They hold 20 stocks in common; the portfolio overlap is 26%. Data as of 12 Nov 2026.
| Kotak Mid Cap Fund | Mirae Asset Midcap Fund | |
|---|---|---|
| Category | Mid Cap | Mid Cap |
| Fund house | Kotak Mahindra Mutual Fund | Mirae Asset Mutual Fund |
| Benchmark | Nifty Midcap 150 TRI | Nifty Midcap 150 TRI |
| Age | 13.9 years | 7.3 years |
| AUM on 30 Oct 2026 | ₹64,627 cr | ₹18,849 cr |
| Direct plan | ||
| Rating | C | B |
| Expense ratio | 0.54% | 0.96% |
| 1Y return | 3.3% | 4.0% |
| 3Y return (a year) | 16.4% | 15.8% |
| 5Y return (a year) | 15.2% | 13.8% |
| 3Y vs index | +1.6% | +0.9% |
| Rating score, rank | 30 · #26 of 28 | 55 · #13 of 28 |
| Regular plan | ||
| Rating | C | B |
| Expense ratio | 1.50% | 2.01% |
| 1Y return | 2.2% | 2.9% |
| 3Y return (a year) | 15.2% | 14.5% |
| 5Y return (a year) | 13.9% | 12.6% |
| 3Y vs index | +0.4% | -0.3% |
| Rating score, rank | 29 · #26 of 28 | 54 · #12 of 28 |
| Consistency, risk and portfolio | ||
| Ahead of index, rolling 3Y periods | 34% | 8% |
| Deepest fall, 3Y | -20.9% | -22.5% |
| Volatility, 3Y | 16.5% | 17.1% |
| Max fall, 5Y | -20.9% | -22.5% |
| Down capture, 3Y | 93 | 101 |
| Stocks held | 70 | 63 |
| Top 10 holdings | 28% | 32% |
| Large / mid / small caps | 14 / 67 / 18% | 12 / 68 / 16% |
| Largest sector | Finance | Pharmaceuticals & Biotechnology |
Common questions
Kotak Mid Cap Fund or Mirae Asset Midcap Fund: which is better?
On our track-record ratings (Direct plans), Kotak Mid Cap Fund is rated C and Mirae Asset Midcap Fund is rated B, each against its own category. Ratings describe the record so far and are not a forecast; which suits you depends on your goal and the funds you already hold.
Kotak Mid Cap Fund or Mirae Asset Midcap Fund: which has done better?
Over the last 3 years, Kotak Mid Cap Fund returned 16.4% a year against 15.8% for Mirae Asset Midcap Fund (Direct plans).
How much do Kotak Mid Cap Fund and Mirae Asset Midcap Fund overlap?
They hold 20 stocks in common; the portfolio overlap is 26%.
Should I hold both?
Two funds with a high overlap add little diversification. Check how they fit your goal and the rest of your portfolio; we can help.
More comparisons
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Past performance does not guarantee future returns. This comparison is not a recommendation to buy or sell either fund.
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