Equity | Mid Cap
3Y Returns
23.21%
Min SIP
₹100
Min Lumpsum
₹100
Expense Ratio
0.49%
Fund Size
₹21935 Cr
Inception Date
01-Jan-13
Fund Manager
Harsha Upadhyaya
Exit Load
Nil upto 10% of investment and 1% for remaining investment on or before 1Y, Nil after 1Y.
Market Risk / Risk Taken Compared to Benchmark
Fund Size
SIP Returns
Risk Adjusted Returns
Extra Returns Over Benchmark
Returns Consistency
Performance Against Inflation
Overall Fund Zi Tag
Asset Allocation
Equity
94.13%
Debt & Others
5.87%
Market Cap Allocation
Large Cap
13.21%
Mid Cap
68.85%
Small Cap
11.85%
Other Cap
6.09%
Investment Objective
The Investment Objective Of The Scheme Is To Generate Long-Term Capital Appreciation From A Portfolio Of Equity And Equity Related Securities, By Investing Predominantly In Mid Companies. The Scheme May Also Invest In Debt And Money Market Instruments, As Per The Asset Allocation Table. There Is No Assurance That The Investment Objective Of The Scheme Will Be Achieved.
Fund House Detail
AMC Name
Kotak Mahindra Asset Management Company Limited
Scheme Document
https://www.kotakmf.com/Information/forms-and-downloadsAddress
27 BKC, C-27, G Block,Bandra Kurla Complex, Bandra (E),Mumbai - 400 051
Motilal Oswal Midcap Fund - Direct Growth
1Y
65.02%
3Y
33.49%
5Y
33.51%
Hdfc Mid-Cap Opportunities Fund - Direct Plan - Growth Option
1Y
43.73%
3Y
27.23%
5Y
29.95%
Quant Mid Cap Fund Direct Plan - Growth
1Y
40.48%
3Y
26.93%
5Y
35.12%
Motilal Oswal Large And Midcap Fund-Direct Growth
1Y
58.73%
3Y
26.34%
5Y
27.7%
Edelweiss Mid Cap Fund - Direct Plan Growth Option
1Y
56.57%
3Y
25.49%
5Y
31.86%
Mahindra Manulife Mid Cap Fund - Direct - Growth
1Y
48.82%
3Y
25.14%
5Y
29.89%
Nippon India Growth Fund Direct Plan Growth Plan Growth
1Y
47.2%
3Y
25.01%
5Y
30.52%
Sundaram Mid Cap Fund Direct Growth
1Y
50.71%
3Y
24.51%
5Y
25.56%
Quant Large And Mid Cap Fund Direct Plan - Growth
1Y
47.91%
3Y
24.51%
5Y
27.8%
Invesco India Midcap Fund - Direct Plan Growth
1Y
53.85%
3Y
23.8%
5Y
29.22%
Bandhan Core Equity Fund-Growth-(Direct Plan)
1Y
49.09%
3Y
23.62%
5Y
25.16%
Kotak Emerging Equity Fund - Direct Plan - Growth
1Y
45.08%
3Y
23.21%
5Y
28.92%
Iti Mid Cap Fund- Direct Plan- Growth
1Y
55.26%
3Y
22.82%
5Y
NA
Tata Mid Cap Growth Fund Direct Plan Growth
1Y
40.49%
3Y
21.59%
5Y
26.94%
Invesco India Growth Opportunities Fund - Direct Plan Growth
1Y
51.28%
3Y
21.22%
5Y
22.22%
Icici Prudential Large And Mid Cap Fund - Direct Plan - Growth
1Y
42.58%
3Y
21.19%
5Y
24.7%
Franklin India Prima Fund - Direct Growth
1Y
49.75%
3Y
20.89%
5Y
24.29%
Uti Core Equity Fund - Direct Growth Plan
1Y
46.3%
3Y
20.82%
5Y
24.73%
Hdfc Large And Mid Cap Fund - Direct Plan - Growth
1Y
38.97%
3Y
20.81%
5Y
24.32%
Icici Prudential Midcap Fund - Direct Plan - Growth
1Y
49.76%
3Y
20.59%
5Y
25.83%
Kotak Equity Opportunities Fund - Direct Plan - Growth
1Y
39.63%
3Y
20.4%
5Y
23.34%
Sbi Magnum Midcap Fund - Direct Plan - Growth
1Y
34.29%
3Y
20.17%
5Y
28.57%
Union Midcap Fund - Direct Plan - Growth
1Y
39.94%
3Y
19.53%
5Y
NA
Hsbc Large & Mid Cap Fund-Direct Plan Growth
1Y
45.47%
3Y
19.31%
5Y
23.07%
Aditya Birla Sun Life Midcap Fund -Plan - Growth-Direct Plan
1Y
42.68%
3Y
19.29%
5Y
25.03%
Dsp Equity Opportunities Fund - Direct Plan - Growth
1Y
45.66%
3Y
19.26%
5Y
22.49%
Mirae Asset Midcap Fund - Direct Plan - Growth
1Y
37.91%
3Y
19.17%
5Y
27.89%
Nippon India Vision Fund Direct Plan Growth Plan Growth
1Y
44.21%
3Y
18.99%
5Y
21.91%
Baroda Bnp Paribas Large And Mid Cap Fund-Direct Growth
1Y
46.73%
3Y
18.82%
5Y
NA
Edelweiss Large And Mid Cap Fund - Direct Plan Growth
1Y
41.11%
3Y
18.62%
5Y
23.45%
BSE Member code: 58371
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