Kotak Mid Cap Fund Regular-Growth
The fund is rated 4.5 stars. The strongest areas were investment selection within each asset type and investment selection within each industry, while balance between returns and downside risk provided some support. Above-average fund size of Rs 69,282.83 crore was a minor drawback.
This fund has a good track record with Asset Selection/Timing, a good track record with Stock Selection/Timing. It is important to note, however, that this fund has a 69282.829 AUM and a 1.483 expense ratio. Considering all these factors, we have rated this fund as 4.5 star.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 21 Sep 2026
Risk ratios
As of 31 Aug 2026
Portfolio
As of 31 Aug 2026
Market-cap split
Sector allocation
Holdings (70)
| Holding | % of fund | Value | Shares |
|---|---|---|---|
| Fortis Healthcare Ltd. | 3.58% | ₹2,548.19 Cr | 2,80,97,817 |
| Ipca Laboratories Ltd. | 3.42% | ₹2,438.62 Cr | 1,23,48,047 |
| Vishal Mega Mart Ltd. | 3.11% | ₹2,218.45 Cr | 20,05,10,745 |
| Kei Industries Ltd. | 2.95% | ₹2,103.35 Cr | 36,64,181 |
| L&T Finance Ltd. | 2.86% | ₹2,035.53 Cr | 6,34,12,119 |
| The Federal Bank Ltd. | 2.76% | ₹1,963.85 Cr | 5,50,56,066 |
| Mphasis Ltd. | 2.70% | ₹1,927.23 Cr | 79,39,467 |
| GE Vernova T&D India Ltd | 2.42% | ₹1,725.68 Cr | 38,82,119 |
| Indian Bank | 2.34% | ₹1,666.15 Cr | 1,85,38,497 |
| Solar Industries India Ltd. | 2.29% | ₹1,635.61 Cr | 8,13,415 |
Fund details
Long term capital growth. Investment in equity & equity related securities predominantly in mid cap companies.
The scheme seeks to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies.
Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days