TickerKhojKotak Mahindra Mutual Fund · Equity · Mid Cap · Direct plan
Kotak Mid Cap Fund - Direct Plan - Growth
₹157.467NAV on 2 Nov 2026Expense ratio 0.55%
3 Nov 2025NAV low 141.58 · high 174.2-2.8%
In plain words
Over 3 years it returned +15.4% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -20.9%.
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 | -1.7% | +1.9% |
| 3 months | -7.7% | -5.1% |
| 6 months | -1.9% | -3.2% |
| 1 year | -2.0% | -10.2% |
| 3 years (yearly) | +15.4% | +7.4% |
| 5 years (yearly) | +14.5% | +6.5% |
| 10 years (yearly) | +16.7% | +11.3% |
| Since start (yearly) | +19.1% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,17,676 | -3.5% |
| 3 years | ₹3,60,000 | ₹3,95,256 | +6.2% |
| 5 years | ₹6,00,000 | ₹8,39,826 | +13.4% |
| 10 years | ₹12,00,000 | ₹30,61,300 | +17.8% |
Other plan of this fund: Kotak Mid Cap Fund - Regular Plan - Growth