Comprehensive analysis of Kotak Midcap Fund (IDCW) (4161) providing detailed insights into fund performance, portfolio holdings, risk metrics, expense ratios, and investment recommendations.
Kotak Mahindra Asset Management Company Ltd
To generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid and small cap companies.
A comprehensive at-a-glance view of key mutual fund health indicatorsHover or click any card to view detailed metrics
Moderate Returns
High Risk
Moderate Expenses
Equity Focused
Experienced Team
Average Quality
Showing 1Y NAV history
Performance across different time periods
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Fund shows mixed signals. Consider your investment timeline and risk tolerance.
Review detailed analysis and consider dollar-cost averaging through SIPs.
Outperformance vs benchmark
Fund manager experience
Market exposure level
Historical performance consistency
Recent performance momentum
Assets under management
Fund management costs
Risk-adjusted returns
This fund has underperformed its benchmark by 0.66% over the 3Y period.
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Disclaimer: Returns are illustrative and based on assumed rates. Mutual fund investments are subject to market risk. Please read scheme documents carefully.
| Company | Sector | % Assets |
|---|---|---|
| Fortis Healthcare Ltd | Healthcare | 3.69% |
| GE Vernova T&D India Ltd | Capital Goods - Electrical Equipment | 3.61% |
| Dixon Technologies (India) Ltd | Consumer Durables | 3.24% |
| Mphasis Ltd | IT - Software | 3.21% |
| Ipca Laboratories Ltd | Pharmaceuticals | 3.06% |
| Vishal Mega Mart Ltd | Retail | 2.94% |
| Swiggy Ltd | E-Commerce/App based Aggregator | 2.91% |
| J K Cements Ltd | Cement | 2.82% |
| Coromandel International Ltd | Fertilizers | 2.69% |
| Solar Industries India Ltd | Aerospace & Defence | 2.44% |
Compare against Mid Cap Fund category average
This comparison shows how the fund performs relative to the Mid Cap Fund category average. Positive values indicate outperformance, while negative values show underperformance.
Compare with similar funds in Mid Cap Fund category
| Fund Name | NAV | 6M | 1Y | 3Y |
|---|---|---|---|---|
| Nippon India Growth Mid Cap Fund - Direct (G) | ₹4498.68 | 20.90% | 0.93% | 25.28% |
| Nippon India Growth Mid Cap Fund - (G) | ₹4102.17 | 20.39% | 0.10% | 24.28% |
| Franklin India Mid Cap Fund - Direct (G) | ₹3067.85 | 17.68% | -1.31% | 22.83% |
| Franklin India Mid Cap Fund (G) | ₹2726.18 | 17.21% | -2.09% | 21.82% |
| Sundaram Mid Cap Fund - Direct (G) | ₹1509.00 | 21.61% | 0.46% | 23.65% |
| Sundaram Mid Cap Fund - (G) | ₹1380.52 | 21.10% | -0.38% | 22.61% |
| Nippon India Growth Mid Cap Fund - Inst (IDCW) | ₹1322.65 | 20.04% | -0.02% | 24.50% |
| Aditya Birla SL Midcap Fund - Direct (G) | ₹866.16 | 19.00% | -2.00% | 19.33% |
| Aditya Birla SL Midcap Fund - (G) | ₹776.70 | 18.50% | -2.80% | 18.32% |
| Nippon India Growth Mid Cap Fund - Direct (Bonus) | ₹747.39 | 20.91% | 0.93% | 25.28% |
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