Kotak Midcap Fund
Mid Cap Fund
Launch Date: 12 Feb 2007
Suitable for
Investment Period
5+ year investments
Moderate risk investors
Okay with some fluctuations but prefer steadier growth.
Review
Shows good overall results with strong long-term performance, though recent performance is only average.
Kotak Midcap Fund
Mid Cap Fund
Fund Health
Returns 📈
Typically 16-25% if held 5+ years
Risk ⚠️
Risk of less than FD returns -
Medium
Quality 🏆
Extra Returns for the Risk -
Good
Consistency of Performance -
Good
Peer Performance
| Fund | Rolling 5Y Returns | Last 3Y Returns | Risk < FD Returns | Consistency Of Performance |
|---|---|---|---|---|
Kotak Midcap Fund | 20% | 20% | 12% | Good |
Edelweiss Mid Cap Fund | 21% | 24% | 14% | Good |
Nippon India Growth Mid Cap Fund | 20% | 24% | 13% | Good |
Nifty Midcap 150 Benchmark | 19% | 23% | 14% | — |
Mid Cap Fund Category Average | 18% | 21% | 15% | — |
Return
Long Term -
Good
Better or close to other funds / index
Recent
Bad
Very Low compared to other funds / index
Overall
Bad
Poor long term and recent performance
Risk
Risk of low returns
Good
Better or close to other funds in avoiding low returns
Extra Return for the Risk
Good
Delivers strong returns for the risk taken compared to peers
Consistency
Good
Consistently outperforms - rarely underperforms compared to peers
Overall Performance
Overall
Average
Moderate overall performance across all metrics. Can also consider index fund as it's risk and return are very close to top performing funds, and low expense ratio.
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Track Record
Recent Performance
+50%
+30%
+10%
-10%
0%
2022
2023
2024
2025
2026
Index
Fund
When market falls
-0%
-10%
-20%
-30%
-40%
-50%
Feb '16
Dec '16
Mar '20
Jun '22
Feb '25
Index
Fund
During big market falls, your fund tracks the market.
Recovery time after falls
20 months
Fund
|
22 months
Index
Average time taken to recover after a major fall
Fastest recovery
3 mth|2 mth
Slowest recovery
45 mth|61 mth
Details
AUM
₹13766 Cr
Expense Ratio
0.37%
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. If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1% If units are redeemed or switched out on or after 1 year from the date of allotment: NIL Units issued on reinvestment of IDCW shall not be subject to entry and exit load
Minimum Amount
₹5000.00
Fund Manager
FM 1 Mr. Atul Bhole
Fund House
Kotak Mahindra Asset Management Company Limited.
Launch Date
12 Feb 2007
Age
19 years
Category
Mid Cap Fund
Benchmark
NIFTY MIDCAP 150 TRI
FAQs
Is Kotak Midcap Fund a good mutual fund?
Kotak Midcap Fund is a Average fund based on its returns, risk and consistency.
Historically:
•
Typical returns have been around 20%
•
Risk of earning less than FD returns has been Medium
•
Performance consistency has been Good
Compared with other funds in the Mid Cap Fund category, it has delivered better returns while taking less risk.
This fund may be suitable for investors with an investment horizon of at least 5+ years.
Should I invest in Kotak Midcap Fund?
Kotak Midcap Fund can be considered, but there are other funds in the category with stronger risk-adjusted performance or better consistency.
Investors should compare alternatives before investing.
Is Kotak Midcap Fund safe?
No equity mutual fund is completely safe.
Compared with similar funds, Kotak Midcap Fund has shown Good downside protection.
Historically, investors holding the fund for 3 years earned less than FD returns in approximately 12% of periods.
This suggests the fund carries less risk relative to its peers.
Can I lose money in Kotak Midcap Fund?
Yes.
Like all equity mutual funds, Kotak Midcap Fund can generate negative returns over shorter periods.
Historically, investors holding the fund for 5+ years experienced negative returns in approximately 0% of periods.
The probability generally decreases as the investment horizon increases.
What returns can I expect from Kotak Midcap Fund?
Historically, investors holding Kotak Midcap Fund for 5+ years experienced:
•
Typical returns around 20% p.a.
•
Best represented by recent returns of 18% p.a.
•
Worst historical outcome of 3% p.a.
Actual future returns will differ, but historical rolling returns provide a realistic range of outcomes.
How risky is Kotak Midcap Fund?
Kotak Midcap Fund has a Medium risk profile compared with similar funds.
Historically:
•
Probability of earning less than FD returns: 12%
•
Average fall during major market declines: 21%
•
Average recovery time: 20 months
How does Kotak Midcap Fund perform during market crashes?
During major market declines, Kotak Midcap Fund has historically fallen around 21% compared with 24% for its benchmark.
This means the fund has protected investors better than the benchmark during difficult periods.
How long does Kotak Midcap Fund take to recover after a fall?
Historically, Kotak Midcap Fund has taken around 20 months to recover from major market declines.
The benchmark recovered in approximately 21 months.
Faster recovery times generally indicate stronger resilience during market corrections.
Who should invest in Kotak Midcap Fund?
Kotak Midcap Fund may be suitable for investors who:
•
Have an investment horizon of at least 5+ years
•
Are comfortable with Moderate risk
•
Want exposure to Mid Cap Fund funds
Who should avoid Kotak Midcap Fund?
This fund may not be suitable for investors who:
•
Need money within 5+ years
•
Cannot tolerate market volatility
•
Prefer guaranteed returns
•
Are looking for a different investment style
Is Kotak Midcap Fund suitable for SIP investing?
Kotak Midcap Fund can be suitable for SIP investors with a horizon of at least 5+ years.
SIPs can help reduce the impact of short-term market volatility by investing across different market conditions.
What is the probability that Kotak Midcap Fund earns less than a fixed deposit?
Historically, investors holding Kotak Midcap Fund for 3 years earned less than FD returns in approximately 12% of periods.
This metric helps investors understand downside risk rather than focusing only on average returns.
How consistent is Kotak Midcap Fund?
Kotak Midcap Fund has shown Good consistency compared with other funds in its category.
Historically:
•
Top performer: 37%
•
Bottom performer: 5%
Is the extra return from Kotak Midcap Fund worth the risk?
Risk-adjusted performance measures whether investors were adequately rewarded for the risks taken.
Historically, Kotak Midcap Fund delivered Good risk-adjusted returns compared with similar funds.
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