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FAQ : Kotak Midcap Fund - Regular Plan - Growth

Kotak Midcap Fund - Regular Plan - Growth has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) 3.24 17.98 16.28 14.83
Average Rolling Returns(%) 22.04 19.79 20.38 18.29

The Current NAV of Kotak Midcap Fund - Regular Plan - Growth is ₹133.32.

You should look for a fund with better more consistent performance track record. Funds returns are more likely to be different than its benchmark Nifty Midcap 150 returns, as Funds portfolio is significantly different.

Kotak Midcap Fund - Regular Plan - Growth fund’s expense ratio is 1.40%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Kotak Midcap Fund - Regular Plan - Growth is currently ₹55,676 Crores.

The Top three stocks are GE Vernova T&D India, Fortis Healthcare and Ipca Laboratories and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 18% and 30% of fund’s portfolio respectively.

Top three sectors of Kotak Midcap Fund - Regular Plan - Growth fund are BFSI, Healthcare and Capital Goods accounting for 51% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Equity - Mid Cap Fund it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Kotak Midcap Fund - Regular Plan - Growth Fund is Equity - Mid Cap Fund.

Atul Bhole manages the Kotak Midcap Fund - Regular Plan - Growth Fund.

Kotak Midcap Fund - Regular Plan - Growth current PE ratio is 42.73 and PB ratio is 8.12

The asset allocation of Kotak Midcap Fund - Regular Plan - Growth is Stocks : 98.74%, Debt : 1.06% and Gold : 0.20%

The minimum SIP amount for Kotak Midcap Fund - Regular Plan - Growth is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Kotak Midcap Fund - Regular Plan - Growth is Nil upto 10% of investment and 1% for remaining investment on or before 1 year, Nil after 1 year

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