EquityMid Cap FundDirect · Growth
Kotak Midcap Fund - Direct Plan - Growth
Kotak Mahindra · Scheme 119775
₹173.21▼ 0.15%NAV · 2026-09-18
Strong FundScore
AUM
₹69,283 cr
Expense ratio
0.51%
3Y CAGR
20.1%
Risk level
High
Min SIP
₹100
Benchmark
Nifty Midcap 150 TRI
Fund manager: Pankaj TibrewalExit load: Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days
Strong · 70/100
A high-quality fund that scores well on the factors that matter.
🎯 For aggressive investors with a 7+ year horizon who can tolerate sharp ups and downs.
📈 Why it could do well
- ✓Strong long-term record — 18.4% CAGR over 5 years.
- ✓Compounding well recently — 20.1% CAGR over 3 years.
- ✓Very consistent — delivers dependably across market cycles, ideal for SIPs.
- ✓Low cost — 0.51% expense ratio means more of the return stays with you.
- ✓3Y CAGR: +20.1%
- ✓5Y CAGR: +18.4%
📉 What could drag it down
- •Mid Cap Funds are inherently higher-risk — best held 7+ years to ride out swings.
- •1Y return vs category: -1.1% vs category avg
FundScore breakdown
70/100 · Strong
Returns
Strong
Consistency
Strong
Risk-adjusted
Decent
Downside protection
Decent
Cost efficiency
Excellent
Portfolio quality
Average
Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.