Kotak Mid Cap Fund (Direct)
Kotak Mahindra Mutual Fund · benchmark Nifty Midcap 150 TRI · 13.8 years old · AMFI code 119775
B (middle of the peer group), score 58.7 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 0.9% | 0.9% | 0.0% | 29 / 32 |
| 1 year | 1.9% | 1.4% | +0.5% | 18 / 30 |
| 3 years (a year) | 16.7% | 15.3% | +1.4% | 8 / 28 |
| 5 years (a year) | 15.4% | 14.4% | +1.0% | 5 / 21 |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Top 10 holdings, September 2026 portfolio.
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Common questions
What is the NAV of Kotak Mid Cap Fund (Direct plan)?
₹163.96 on 5 Nov 2026 (Growth option).
What is the expense ratio of Kotak Mid Cap Fund (Direct)?
0.54% a year; the Regular plan's is 1.50%.
What return has Kotak Mid Cap Fund given over 3 years?
16.7% a year (Direct plan) over the 3 years to 5 Nov 2026, against 15.3% for the Nifty Midcap 150 total-return index.
What does Kotak Mid Cap Fund invest in?
Its largest holdings are IPCA Laboratories Limited, Fortis Healthcare Limited, Vishal Mega Mart Limited, with 70 stocks in all (September 2026 portfolio).
How is Kotak Mid Cap Fund rated?
B: 13 of 28 Direct plans in Mid Cap, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Kotak Mahindra Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.