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.
எங்கள் score நீண்டகால performance, risk மற்றும் consistency-ஐ மதிப்பிடுகிறது — past returns மட்டும் அல்ல.
Returns
21 Sep 2026 நிலவரப்படி
Risk ratios
31 Aug 2026 நிலவரப்படி
Portfolio
31 Aug 2026 நிலவரப்படி
Market-cap பிரிவு
துறை ஒதுக்கீடு
Holdings (70)
| Holding | Fund-இன் % | மதிப்பு | பங்குகள் |
|---|---|---|---|
| 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 விவரங்கள்
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