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Kotak Midcap Fund
Fund Overview
| AUM (Fund size) | ₹60,385 Cr |
| Exit load | 1.0% |
| Lock-in Period | Nil |
| Age | 18 yrs 9 m since Feb 12, 2007 |
| Benchmark | NIFTY Midcap 150 TRI |
| Min. investment | SIP: ₹3000 & Lumpsum: ₹10000 |
| Expense ratio | 1.38% as on Oct 31, 2025 |
| Plan type | Regular |
| Risk | Very High |
| Short term capital gains (STCG) | Returns taxed at 20% if you redeem before 1 year |
| Long term capital gains (LTCG) | After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5% |
Peer Comparison
| Fund Name | 1M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|
| Kotak Midcap Fund | -1.44% | 6.15% | 3.59% | 21.43% | 24.03% | 17.93% |
| Nippon India Growth Mid Cap Fund | -0.09% | 5.38% | 5.21% | 25.1% | 26.74% | 18.21% |
| HDFC Mid Cap Fund | 1.64% | 7.69% | 8.72% | 25.66% | 26.91% | 18.4% |
| Motilal Oswal Midcap Fund | -1.4% | 3.09% | -3.78% | 25.98% | 29.64% | 17.8% |
| Edelweiss Mid Cap Fund | 0.81% | 5.85% | 4.86% | 24.91% | 26.42% | 18.34% |
| Fund Name | Std. deviation | Beta | Sharpe | Sortino |
|---|---|---|---|---|
| Kotak Midcap Fund | 15.01 | 0.89 | 0.99 | 1.22 |
| Nippon India Growth Mid Cap Fund | 15.48 | 0.96 | 1.13 | 1.66 |
| HDFC Mid Cap Fund | 13.86 | 0.86 | 1.29 | 1.84 |
| Motilal Oswal Midcap Fund | 17.71 | 0.92 | 1.04 | 1.30 |
| Edelweiss Mid Cap Fund | 15.59 | 0.94 | 1.09 | 1.44 |
| Fund Name | AUM | Fund Age | Expense Ratio |
|---|---|---|---|
| Kotak Midcap Fund | 60,385 Cr | 18 yrs 9 m | 1.38% |
| Nippon India Growth Mid Cap Fund | 41,268 Cr | 30 yrs 1 m | 1.54% |
| HDFC Mid Cap Fund | 89,383 Cr | 18 yrs 6 m | 1.36% |
| Motilal Oswal Midcap Fund | 37,501 Cr | 11 yrs 9 m | 1.53% |
| Edelweiss Mid Cap Fund | 12,647 Cr | 18 yrs | 1.68% |