TickerKhojKotak Mahindra Mutual Fund · Equity · Mid Cap · Regular plan
Kotak Mid Cap Fund - Regular Plan - Growth
₹134.294NAV on 2 Nov 2026Expense ratio 1.51%
29 Oct 2025NAV low 121.48 · high 148.83-5.7%
In plain words
Over 3 years it returned +13.8% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -21.0%.
On 3-year return it ranks 17 of 28 funds in Mid Cap.
A monthly SIP over 10 years ended ₹2,70,640 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -3.8% | +1.9% |
| 3 months | -9.1% | -5.1% |
| 6 months | -3.9% | -3.2% |
| 1 year | -5.4% | -10.2% |
| 3 years (yearly) | +13.8% | +7.4% |
| 5 years (yearly) | +13.2% | +6.5% |
| 10 years (yearly) | +15.0% | +11.3% |
| Since start (yearly) | +14.1% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,15,015 | -6.7% |
| 3 years | ₹3,60,000 | ₹3,87,847 | +4.7% |
| 5 years | ₹5,90,000 | ₹7,91,916 | +11.6% |
| 10 years | ₹11,90,000 | ₹27,90,660 | +16.2% |
Other plan of this fund: Kotak Mid Cap Fund - Direct Plan - Growth