Investment type
Kotak Midcap Fund - Direct (G) is a mutual fund under the Midcap category, managed by Kotak Mahindra Mutual Fund. It was launched on 05 Aug 1994, and has been active for over 32 years. As of 31 Mar 2026 the fund manages assets worth ₹55,676 Crores. The expense ratio is 0.38%.
This fund generated returns of 17.61% in the last 1 year. Since its inception, it has provided an average annual return of 20.2%.
The fund's investments are mainly concentrated in sectors like Finance, IT-Software, Healthcare Services, Electrical Equipments and Auto Components.
The top five holdings in this fund include prominent companies such as GE Vernova T&D, Fortis Health., Ipca Labs., Mphasis and KEI Industries.
To generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.
Midcap funds carry moderate to high risk as they invest in mid-sized companies that may be volatile but offer growth potential.
Yes, if you want higher returns than large-cap funds and are comfortable with moderate risk.
At least three to five years is ideal to benefit from the growth of mid-sized companies.
Yes, but holding for several years can help you maximize returns.
Expense ratios can range from 1% to 2%, reflecting the cost of active management.
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