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Kotak Midcap Fund - Regular Plan - Growth is an equity scheme managed by Kotak Mahindra Mutual Fund. Over rolling three-year windows since inception, investors earned a median compounded return of 22.91%, with the bottom and top quartiles at 21.10% and 25.59% respectively. It has ranked in the top half of its category for 9 of the last 12 reported years. Risk-adjusted return (Sharpe ratio) is 0.00. The total expense ratio is 1.43% on assets of ₹63,539Cr. The fund is currently managed by Mr. Atul Bhole, appointed within the last year.
Lower is better.
This scheme classifies as Large-Growth on the 3x3 equity style box, with 79% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
| Scheme | AMC | AUM | TER | 3Y |
|---|
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| FORTIS HEALTHCARE LIMITED. | Healthcare | 4.08% |
| IPCA LABORATORIES LIMITED | Healthcare | 2.98% |
| MPHASIS LIMITED | Technology | 2.84% |
| KEI INDUSTRIES LIMITED | Industrials | 2.80% |
| INDIAN BANK | Financial Services | 2.45% |
| SOLAR INDUSTRIES INDIA LIMITED | Basic Materials | 2.42% |
| VISHAL MEGA MART PRIVATE LIMITED | Consumer Cyclical | 2.34% |
| BHARAT ELECTRONICS LIMITED | Industrials | 2.28% |
| APAR INDUSTRIES LIMITED | Industrials | 2.18% |
| DIXON TECHNOLOGIES (INDIA) LIMITED | Technology | 2.07% |
| BSE LIMITED | Financial Services | 2.04% |
| J.K.CEMENT LIMITED | Basic Materials | 2.02% |
| BANK OF MAHARASHTRA | Financial Services | 1.97% |
| SCHAEFFLER INDIA LIMITED | Consumer Cyclical | 1.88% |
| COROMANDEL INTERNATIONAL LIMITED | Basic Materials | 1.79% |
| Bharti Hexacom Limited | Communication Services | 1.77% |
| Swiggy Pvt Ltd | Consumer Cyclical | 1.76% |
| POWER FINANCE CORPORATION LTD. | Financial Services | 1.74% |
| SRF LIMITED | Industrials | 1.61% |
| HDB FINANCIAL SERVICES LIMITED | Financial Services | 1.61% |
| THE FEDERAL BANK LIMITED | Financial Services | 1.59% |
| JB Chemicals & Pharmaceuticals Limited | Healthcare | 1.55% |
| Persistent Systems Ltd | Technology | 1.53% |
| NIPPON LIFE INDIA ASSET MANAGEMENT LIMITED | Financial Services | 1.51% |
| GLOBAL HEALTH LIMITED | Healthcare | 1.48% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 14 | 26.92% |
| Capital Goods | — | 13.37% |
| Healthcare | 7 | 12.37% |
| Chemicals | — | 8.42% |
| Information Technology | — | 7.78% |
| Automobile and Auto Components | — | 6.52% |
| Consumer Services | — | 6.45% |
| Consumer Durables | — | 5.92% |
| Construction Materials | — | 3.41% |
| Realty | — | 2.10% |
Active bets vs the average Equity fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -2.62% | 7.22% | 18.38% | 40.40% | 88.19% | 98.6% |
| 3Y | 14.05% | 21.10% | 22.91% | 25.59% | 34.49% | 100.0% |
| 5Y | 16.28% | 19.35% | 23.59% | 27.93% | 31.41% | 100.0% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 26.4% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Equity.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
| 5Y |
|---|
| Star |
|---|
| HSBC Midcap Fund - Regular Growth | HSBC Mutual Fund | ₹13,387 Cr | 3.59% | +26.32% | — | 5★ |
| Invesco India Midcap Fund - Regular Plan - Growth Option | Invesco Mutual Fund | ₹11,767 Cr | 2.17% | +23.61% | +19.55% | 4★ |
| WhiteOak Capital Mid Cap Fund Regular Plan Growth | WhiteOak Capital Mutual Fund | ₹5,293 Cr | 2.02% | +23.60% | — | 5★ |
| Edelweiss Mid Cap Fund - Regular Plan - Growth Option | Edelweiss Mutual Fund | ₹15,911 Cr | 1.80% | +22.83% | +19.46% | 4★ |
| Mahindra Manulife Mid Cap Fund - Regular Plan - Growth | Mahindra Manulife Mutual Fund | ₹4,688 Cr | 2.27% | +22.34% | +18.64% | 4★ |
| ITI Mid Cap Fund - Regular Plan - Growth Option | ITI Mutual Fund | ₹1,358 Cr | 1.84% | +22.06% | +15.65% | 3★ |
| Sundaram Mid Cap Fund Regular Plan - Growth | Sundaram Mutual Fund | ₹13,378 Cr | 2.25% | +22.05% | +18.59% | 4★ |
| BARODA BNP PARIBAS Mid Cap Fund - Regular Plan - Growth Option | Baroda BNP Paribas Mutual Fund | ₹2,389 Cr | 2.03% | +19.76% | — | 4★ |
| Mirae Asset Midcap Fund - Regular Plan-Growth Option | Mirae Asset Mutual Fund | ₹18,388 Cr | 2.27% | +19.26% | +16.15% | 3★ |
| BANDHAN MIDCAP FUND - GROWTH - REGULAR PLAN | Bandhan Mutual Fund | ₹2,109 Cr | 2.18% | +18.45% | — | 2★ |