kotak-emerging-equity-fund-direct-g

Kotak Midcap Fund - Direct (G)

  1. Equity
  2. High Risk-High Return
  • NAV as on Jul 02, 2025 ₹157.92
  • Total Returns 21.43% p.a.

Historical NAV, Returns and Performance

  • High
  • Low
  • CAGR
kotak-emerging-equity-fund-direct-g

Overview of Kotak Midcap Fund - Direct (G)

  • Fund House
    Kotak Midcap Fund
  • Fund Size
    ₹53,464 Cr
  • Expense Ratio
    0.42%
  • Benchmark
    Nifty Midcap 150 TRI
  • Risk Level
    Very High
  • Inception Date
    Jan 01, 2013
  • Lock-in period
    0
  • 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.
  • Minimum SIP Investment
    ₹100
  • Minimum Lump sum Investment
    ₹100
  • Short Term Capital Gains
    20% (if redeemed within 1 year)
  • Long Term Capital Gains
    12.5% on profit of ₹1,25,000 if redeemed after 1 year

Kotak Midcap Fund - Direct (G) Returns Calculator

Investment type

Years
Total Invested Amount
₹ 12,00,000
Profit
₹ 12,00,000
Total Projected Returns
₹ 12,00,000
Annualised Returns
p.a.
Years
Total Invested Amount
Profit
₹1,00,000
Total Projected Returns
₹1,00,000
Annualised Returns
% p.a.

Kotak Midcap Fund - Direct (G) Performance vs Category

Time Period

  • 1 month
  • 3 months
  • 6 months
  • 1 year
  • 3 years
  • 5 years

This Fund

  • 5.48%
  • 17.32%
  • 1.65%
  • 7.52%
  • 28.9%
  • 32.41%

Category Average

  • 4.58%
  • 15.1%
  • 1.54%
  • 4.95%
  • 27.89%
  • 30.02%

Fund Asset Allocation

Top holdings

Top Sectors

  • IT-Software
    12.62%
  • Consumer Durables
    10.18%
  • Auto Components
    9.98%
  • Healthcare Services
    7.56%
  • Pharmaceuticals & Biotech
    5.87%
  • Chemicals & Petrochemical
    5.77%

More about Kotak Midcap Fund - Direct (G)

Kotak Midcap Fund - Direct (G) is a mutual fund under the High Risk-High Return category, managed by Kotak Mahindra Mutual Fund. It was launched on 05 Aug 1994, and has been active for over 31 years. As of 31 Mar 2025 the fund manages assets worth ₹53,464 Crores. The expense ratio is 0.42%.

This fund generated returns of 7.52% in the last 1 year. Since its inception, it has provided an average annual return of 21.43%.

The fund's investments are mainly concentrated in sectors like IT-Software, Consumer Durables, Auto Components, Healthcare Services and Pharmaceuticals & Biotech.

The top five holdings in this fund include prominent companies such as TREPS, Solar Industries, Fortis Health., Ipca Labs. and Mphasis.

Fund Managers

  • Atul Bhole

Investment Objective

To generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.

kotak-emerging-equity-fund-direct-g

Frequently Asked Questions about Kotak Midcap Fund - Direct (G)

  1. Are {{fund_type}} risky?

    Yes, these funds are high-risk as they invest in volatile markets or sectors with the potential for large price swings.

  2. Should I invest in {{fund_type}}?

    Yes, if you have a high tolerance for risk and are aiming for significant growth.

  3. How long should I stay invested in {{fund_type}}?

    Long-term investment, usually over five years, is recommended to ride out market volatility.

  4. Can I withdraw my investment from {{fund_type}} anytime?

    Yes, but frequent withdrawals may reduce your chances of benefiting from potential gains.

  5. What are the expenses involved in {{fund_type}}?

    Expense ratios are moderate to high, often between 1% and 2%, due to active management.

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