Home› Funds› Kotak Midcap Fund - Regular Plan - Growth

Kotak Midcap Fund - Regular Plan - Growth

Kotak · Mid Cap
High
₹128.73
Current NAV
23 Oct 2026
-7.1%
1Y Return
12.7%
3Y CAGR
12.8%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Generates significant excess returns relative to benchmark index (Alpha: 4.00).
  • Professionally managed by an established fund house with experienced fund managers.
  • Well-diversified portfolio aligned with the Mid Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (2.2%) which can affect compounding over long horizons.
  • Lower risk-adjusted performance compared to top peers in the same category.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
0.50
Sharpe Ratio
1.00
Beta
4.00
Alpha
0.55
Sortino
Fund Details
Fund House Kotak
Category Mid Cap
AUM ₹8050 Cr
Expense Ratio 2.20%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Mid Cap
DSP Nifty Midcap 150 Index Fund - Regular - Growth
DSP
₹9.35 44.1%
The Wealth Company Large & Mid Cap Fund Regular Growth
The Wealth Company Large & Mid Cap
₹9.20 43.8%
TRUSTMF MID CAP FUND -REGULAR-GROWTH
Trust
₹10.94 43.2%
Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Direct Plan Growth
Edelweiss
₹10.10 43.0%