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Overlap AnalysisRisk ProfilingFund Recommendations
Equity Schemes - Mid Cap FundRegular Plan

Kotak Mid Cap Fund

Kotak Mahindra Mutual Fund

Current NAV

₹144.9880

▲ +5.86% (1Y)

As of 11-09-2026

Fund Size

Expense Ratio

Min SIP

Min Lumpsum

ISIN

Launched

Benchmark

Exit Load

Regular Plan

Curated and distributed through AMFI-registered distributors. Invest with confidence — Finadore · ARN-300809.

Trailing Returns

1W

1.20%

1M

1.52%

3M

3.60%

6M

14.82%

1Y

5.86%

3Y CAGR

16.49% p.a.

5Y CAGR

15.51% p.a.

Since Inception

NAV History

11-0907-1130-1220-0217-0410-0631-07₹120₹128₹136₹144₹152
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Tax Treatment

FY 2024-25 onward

< 1 Year

20% Short Term Capital Gains (STCG)

> 1 Year

12.5% Long Term Capital Gains (LTCG) above ₹1.25L

ELSS

3-year lock-in. LTCG applies after lock-in

Tax rates are applicable on capital gains at the time of redemption. Dividends are taxed at applicable income tax slab rates. Consult a tax advisor for personalized advice.

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future returns. Returns above 1 year are CAGR. NAV data: AMFI India. Holdings & ratios: mfdata.in. Finadore is an AMFI-registered Mutual Fund Distributor (ARN-300809).

Fund Information

Fund HouseKotak Mahindra Mutual Fund
CategoryEquity Schemes - Mid Cap Fund
TypeOpen Ended Schemes
PlanRegular Plan
Launch Date02-04-2007
Scheme Code104908

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Expert guidance, SIP setup and portfolio review. AMFI Registered · ARN-300809

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Investment Returns Calculator

What ₹X invested in Kotak Mid Cap Fund in the past would be worth today

₹10,000

Amount Invested

₹10,000

on 12-09-2023

Current Value

₹15,805

as of 11-09-2026

Total Gain

+₹5,805

Absolute Return

+58.05%

CAGR

+16.49% p.a.

Bought @ ₹91.738 · 109.0061 unitsCurrent NAV ₹144.988

* Based on actual historical NAV data. Past performance is not indicative of future returns. Assumes lumpsum investment.

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