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Enter a Single character of a Scheme :
20 Sep 2026 | 19:09 IST
Kotak Mid Cap Fund (G)
Summary Info
Fund Name : Kotak Mahindra Mutual Fund
Scheme Name : Kotak Mid Cap Fund (G)
AMC : Kotak Mahindra Mutual Fund
Type : OPEN
Category : Equity - Diversified
Launch Date : 12-Feb-07
Fund Manager : Atul Bhole
Net Assets:(Rs. cr) 71256.26
 
1Month 3Month 6Month 1Year 3Year 5Year Since Inception
Latest Payouts
  Dividends Bonus
Quantum of Dividend % NA NA
Date NA NA
Investment Details
Tax benefits :  
Min. Investment(Rs.) : 100
Increm.Investment(Rs.) : 100
Performance(%)
  1 Week
[%]
1 Month
[%]
3 Month
[%]
6 Month
[%]
1 Year
[%]
3 Year
[%]
5 Year
[%]
Since INC
[%]
Scheme Returns -0.06 -2.10 0.62 11.96 3.57 16.49 15.33 14.71
Category Avg -0.21 -1.73 1.75 10.68 2.63 12.64 11.90 13.10
Category Best 1.26 9.85 19.91 39.09 29.97 37.07 23.05 40.75
Category Worst -2.62 -5.38 -6.60 -6.48 -19.00 -4.74 -0.42 -12.27
Statistical Ratios
What is Beta ?
Beta is a measure of the volatility of the portfolio to that of the index. In simple words it shows the movement of the portfolio in comparison. The Higher the Beta, higher the volatility of the scheme to the index. If its greater than1 , then the portfolio is highly volatile to the movemnts in the index. If the beta is lesser than 1 , then scheme is less volatile to the index and beta which is close to 1 implies that the scheme is closely following the index.
Beta [%] SD [%] Sharpe Ratio [%] Jensons Alpha [%] ER [%]
0.9351 5.1252 0.7329 1.1103 0.0257
Holdings Date :31-Aug-26
Company Name% Hold
Fortis Health. 3.58
Ipca Labs. 3.42
Vishal Mega Mart 3.11
KEI Industries 2.95
L&T Finance Ltd 2.86
Federal Bank 2.76
Mphasis 2.70
GE Vernova T&D 2.42
Indian Bank 2.34
Solar Industries 2.30
Schaeffler India 2.22
Dixon Technolog. 2.11
Oberoi Realty 2.09
Bank of Maha 2.09
Bharti Hexacom 2.03
Bharat Electron 1.95
Global Health 1.84
Eternal 1.65
Oracle Fin.Serv. 1.65
Swiggy 1.64
Persistent Syste 1.59
Nuvama Wealth 1.59
Aster DM Quality 1.56
Nippon Life Ind. 1.56
Coromandel Inter 1.53
HDB FINANC SER 1.50
SRF 1.46
Apar Inds. 1.45
Billionbrains 1.32
Poonawalla Fin 1.28
Piramal Finance. 1.28
Max Financial 1.26
Bharat Forge 1.25
Torrent Pharma. 1.23
Dalmia BharatLtd 1.21
H P C L 1.19
Cholaman.Inv.&Fn 1.15
Emcure Pharma 1.12
Blue Star 1.09
Biocon 1.07
Metro Brands 1.07
J K Cements 1.03
P I Industries 1.03
Deepak Nitrite 1.00
ZF Commercial 1.00
REC Ltd 0.99
Prudent Corp. 0.98
Rubicon Research 0.96
Lenskart Solut. 0.95
ICICI Lombard 0.94
Max Healthcare 0.92
MRF 0.92
Uno Minda 0.89
Voltas 0.87
Jindal Steel 0.87
Avanti Feeds 0.84
Birlasoft Ltd 0.76
Ratnamani Metals 0.70
Power Fin.Corpn. 0.69
Apollo Tyres 0.68
INDIA SHELTE FIN 0.67
Home First Finan 0.62
BSE 0.58
Apollo Hospitals 0.56
City Union Bank 0.56
United Spirits 0.38
Techno Elec.Engg 0.35
Manipal Health 0.27
Margin Deposit 0.00
TREPS 2.48
Net CA & Others 0.86
Kotak Liquid Fund - Direct (G) 0.16
Cash Margin 0.02
Asset Allocation
             SEBI Common Reg. No. INZ000206338          MAPIN NO:10014845        CDSL : IN-DP-CDSL-291-2005
MERCHANT BANKING REGISTRATION NO : NM000011575
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