Kotak Mid Cap Fund - Direct Plan has delivered 83.17% absolute return over the last 5 years.
The average return for Mid Cap funds is 82.60% .
This fund ranks #8 in its category based on 5-year returns.
The largest portfolio holding is FORTIS HEALTHCARE INDIA LTD with a portfolio weight of 3.83% .
The fund currently owns more than 72 stocks.
The top 10 holdings account for 28.76% of total assets.
Based on portfolio allocation, this fund appears well diversified compared with peers.
| Metric | Fund | Category Avg |
|---|---|---|
| 1 Year Return | 20.49% | 1.15% |
| 2 Year Return | 60.57% | 14.53% |
| 3 Year Return | 104.32% | 40.78% |
| 4 Year Return | 269.59% | 68.09% |
| 5 Year Return | 293.94% | 82.60% |
| 6 Year Return | 306.14% | 138.43% |
| 7 Year Return | 509.63% | 178.44% |
| Expense Ratio | 0.33% | - |
| # | Company | Sector | Weight |
|---|---|---|---|
| 1 | Health Care |
3.83%
|
|
| 2 | E-Commerce/E-Retail |
3.24%
|
|
| 3 | Pharmaceuticals |
3.12%
|
|
| 4 | Retail - Departmental Stores |
3.06%
|
|
| 5 | Financials |
2.85%
|
|
| 6 | Financials |
2.85%
|
|
| 7 | Information Technology |
2.68%
|
|
| 8 | Industrials |
2.47%
|
|
| 9 | Industrials |
2.42%
|
|
| 10 | Financials |
2.24%
|
|
| 11 | Telecom Services |
2.17%
|
|
| 12 | Materials |
2.16%
|
AMC: KOTAKMAHINDRAMF
Category: Equity • Mid Cap
Launch Date: 01 Jan 2013
Fund Manager: Mr. Atul Bhole
Minimum Purchase: ₹100
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.
Lock-in: 1
Risk: Moderate Risk
Kotak Mid Cap Fund - Direct Plan is managed by KOTAKMAHINDRAMF and belongs to the Equity category.
Investors often evaluate this fund using metrics such as portfolio holdings, diversification, expense ratio, risk profile and long-term NAV performance.
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