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.
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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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
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