Kotak Mid Cap Fund - Direct - Growth
Equity Schemes by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
16.42%
Expense Ratio
0.38%
as of 01/03/2026
AUM
₹16,327 Cr
Qtr End: Jun 26
NAV
₹160.772
as of 14/10/2026
3Y Returns (CAGR)
16.42%
Expense Ratio
0.38%
as of 01/03/2026
AUM
₹16,327 Cr
Qtr End: Jun 26
NAV
₹160.772
as of 14/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -6.07% | -22.16% | 12.04% |
| 6M | 0.06% | 0.12% | 13.41% |
| 1Y | -0.44% | -0.44% | 16.43% |
| 3Y | 57.77% | 16.42% | 16.31% |
| 5Y | 96.22% | 14.43% | 15.29% |
Scheme Details
- Launch Date
- 12/02/2007
- Fund Age
- 19.6 years
- Minimum Investment
- ₹5,000
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Equity Scheme
- Sub-category
- Mid Cap Fund (Equity Scheme)
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