Mid Cap · Equity

Kotak Mid Cap Fund

Kotak Mahindra Mutual Fund

Benchmark

Nifty Midcap 150 TRI

Riskometer

Very High

Size

₹66,464 cr

Allotted

30 Mar 2007

Holdings as of

Not on record

Kotak Mid Cap Fund is a mid cap fund of Kotak Mahindra Mutual Fund with ₹66,464 cr under management. It is ahead of its benchmark (Nifty Midcap 150 TRI) in 3 of 4 periods. Its direct plan charges 0.54% a year. Atul Bhole has managed it for 2.7 years.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Kotak Mid Cap Fund beaten its benchmark?

Ahead of its benchmark, Nifty Midcap 150 TRI, in 3 of 4 periods in AMFI's figures; −0.10% over the last year against +1.00%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty Midcap 150 TRI	Ahead
1 month	−5.30%	−4.48%	—
3 months	−6.51%	−5.57%	—
6 months	+1.87%	+1.17%	—
1 year	+0.25%	+1.66%	−1.41 pts
3 years	+15.52%	+13.63%	+1.89 pts
5 years	+14.27%	+13.29%	+0.98 pts
10 years	+17.01%	+16.21%	+0.80 pts
Since start from 3 Jan 2013	+19.35%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (Nifty Midcap 150 TRI) in 3 of 4 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	−0.10%	−1.09%	+1.00%	−1.10	🔒
3y	+15.66%	+14.46%	+13.62%	+2.04	🔒
5y	+14.49%	+13.22%	+13.43%	+1.06	🔒
10y	+17.11%	+15.73%	+16.29%	+0.82	🔒

Ahead in points a year · its rank among Mid Cap funds, and how steady the lead is, in the app

Value of 100, month-end

Oct 2016 to 14 Oct 2026

Fund 474Nifty Midcap 150 TRI 443

₹100 put in at the start of Oct 2016 would be ₹474 on 14 Oct 2026, against ₹443 in the Nifty Midcap 150 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Kotak Mid Cap Fund cost?

0.54% a year on the direct plan, 1.51% on the regular plan; 0 of 34 funds in its category charge less.

Direct plan

0.54% a year

Category median 0.94%

Regular plan

1.51% a year

Category median 2.01%

Gap

0.97 points

for the same holdings

0 of 34 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Equity Schemes - Mid Cap Fund

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Kotak Mid Cap Fund?

Atul Bhole, since 22 Jan 2024.

Atul Bhole

2.7 years

since 22 Jan 2024

Benchmark as filedNifty Midcap 150 TRI

Exit load

For redemption / switch out of upto 10%of the initial investment amount (limit) purchased or switched in within 1 year from the date of allotment: Nil. If units redeemed or switched out are in excess of the limit within 1 year from the date of allotment: 1% If units are redeemed or switched out on or after 1 year from the date of allotment: NIL Units issued on reinvestment of IDCW shall not be subject to entry and exit load.

From 2 Scheme Summary Documents filed with NSE, first on 30 Aug 2026; as on 29 Sep 2026

What does Kotak Mid Cap Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.