Investment type
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 30 Jun 2025 the fund manages assets worth ₹57,102 Crores. The expense ratio is 0.38%.
This fund generated returns of 6.46% in the last 1 year. Since its inception, it has provided an average annual return of 21.26%.
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 Fortis Health., Mphasis, Solar Industries, GE Vernova T&D and Swiggy.
To generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.
Yes, these funds are high-risk as they invest in volatile markets or sectors with the potential for large price swings.
Yes, if you have a high tolerance for risk and are aiming for significant growth.
Long-term investment, usually over five years, is recommended to ride out market volatility.
Yes, but frequent withdrawals may reduce your chances of benefiting from potential gains.
Expense ratios are moderate to high, often between 1% and 2%, due to active management.
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