Archive · 23 Sep 2025
Kotak Mid Cap Fund: Performance and Risk Assessment
The Kotak Mid Cap Fund invests in medium-sized companies that have the potential to grow.
It aims for long-term growth and has performed well compared to its peers, but it comes with higher risk.
The fund is managed by Atul Bhole and invests in companies that are less researched and at the developing stage, looking for strong returns over the long term.
The fund has a history of outperforming its benchmark.
If you sell your units within a year, you'll pay a higher tax than if you hold them for more than a year.
Kotak Mid Cap Fund aims for long-term capital appreciation by investing in midcap companies.
The fund has delivered strong returns, with a 23.8% CAGR over the last 5 years.
The fund's portfolio is diversified across cyclical and defensive sectors.
The fund's risk-adjusted performance, reflected in Sharpe and Sortino ratios, is favorable.
It's suitable for investors with a high-risk tolerance and a long-term investment horizon (5-7 years).
- Who
- Investors seeking high-growth potential
- What
- The Kotak Mid Cap Fund's performance, risks, and investment strategy.
- When
- As of September 16, 2025, the fund's returns are presented.
- Where
- Not specified.
- Why
- To analyze the Kotak Mid Cap Fund as a potential investment opportunity.
- Fund Name
- Kotak Mid Cap Fund
- Inception Date
- March 2007
- AUM
- Rs 569 billion
- Fund Manager
- Atul Bhole (since January 2024)
- Min. Lumpsum/SIP
- Rs 100 / Rs 100
- Expense Ratio (Dir/Reg)
- 0.37% / 1.40%
- SI Return (CAGR)
- 21.15%