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Kotak Midcap Fund - Regular Plan - IDCW -Payout & Re-investment of Income Distribution cum capital withdrawal option

Kotak · Mid Cap
High
₹79.09
Current NAV
25 Jun 2026
21.7%
1Y Return
18.7%
3Y CAGR
20.7%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Very large asset base (AUM: ₹11,220 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Mid Cap mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
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
1.17
Sharpe Ratio
1.07
Beta
1.67
Alpha
1.37
Sortino
Fund Details
Fund House Kotak
Category Mid Cap
AUM ₹11220 Cr
Expense Ratio 1.47%
Min SIP ₹500
Min Lumpsum ₹1000
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