Kotak Mid Cap Reg-G

Fund Category: Mid Cap

Fund Category Mid Cap

Very High Equity G

4 Morning Star

4 Value Research

NAV( 31 Aug 2026)

₹ 148.7

1.9%

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Kotak Mid Cap Reg-G

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Performance

18.03%3y Returns

0.24% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 100
Lock In

0
Expense ratio

1.48%
Exit load

1% Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days

L After 365 days

Fund details

View Fund Documents

Fund size

₹ 69,283 Cr
Plan

REGULAR
Launch date

12 Feb 2007
Fund type

OPEN
Fund benchmark

NIFTY Midcap 150 Total Return Index
ISIN

INF174K01DS9

Fund allocation

Asset allocation

Company holdings

Company	Allocation %
Net Payables	-0.62%
Repo	1.22%
Kotak Liquid Direct-G	0.17%
Swiggy Ltd Futures 08/2026	0.09%
Dixon Technologies (India) Ltd Futures 08/2026	0.36%
Oberoi Realty Ltd Futures 08/2026	0.01%
Kei Industries Ltd Futures 08/2026	0.17%
Apar Industries Ltd	1.91%
Apollo Hospitals Enterprise Ltd	0.58%
Apollo Tyres Ltd	0.69%
GE Vernova T&D India Ltd	2.42%
Avanti Feeds Ltd	0.94%
Bank of Maharashtra	2.08%
Bharat Electronics Ltd	1.88%
Bharat Forge Ltd	1.34%
Biocon Ltd	0.97%
Blue Star Ltd	1.28%
Cholamandalam Investment & Finance Company Ltd	1.8%
City Union Bank Ltd	0.47%
Coromandel International Ltd	1.71%
Deepak Nitrite Ltd	0.98%
Piramal Finance Ltd	1.18%
Schaeffler India Ltd	2.14%
The Federal Bank Ltd	2.85%
Fortis Healthcare Ltd	3.83%
Hindustan Petroleum Corporation Ltd	1.3%
Indian Bank	2.24%
Ipca Laboratories Ltd	3.12%
Jindal Steel Ltd	0.83%
JK Cement Ltd	1.12%
Birlasoft Ltd	0.81%
Kei Industries Ltd	2.47%
MRF Ltd	0.94%
Poonawalla Fincorp Ltd	1.32%
Max Financial Services Ltd	1.24%
UNO Minda Ltd	0.85%
Mphasis Ltd	2.68%
Oracle Financial Services Software Ltd	1.51%
PI Industries Ltd	1.24%
Power Finance Corporation Ltd	0.9%
Ratnamani Metals & Tubes Ltd	0.65%
REC Ltd	1.17%
SRF Ltd	1.54%
Solar Industries India Ltd	2.16%
Torrent Pharmaceuticals Ltd	1.38%
United Spirits Ltd	0.39%
Voltas Ltd	1.0%
ZF Commercial Vehicle Control Systems India Ltd	0.75%
HDB Financial Services Ltd	1.55%
Persistent Systems Ltd	1.62%
Oberoi Realty Ltd	2.09%
L&T Finance Ltd	2.85%
Net Current Assets	0.69%
BSE Ltd	0.66%
Nuvama Wealth Management Ltd	1.68%
ICICI Lombard General Insurance Company Ltd	1.0%
Dixon Technologies (India) Ltd	2.03%
Nippon Life India Asset Management Ltd	1.59%
Cash Margin	0.01%
Aster DM Quality Care Ltd	1.1%
Bharti Hexacom Ltd	2.17%
India Shelter Finance Corporation Ltd	0.77%
Techno Electric & Engineering Company Ltd	0.36%
Dalmia Bharat Ltd	1.21%
Max Healthcare Institute Ltd	0.85%
Home First Finance Company India Ltd	0.66%
Eternal Ltd	3.24%
Metro Brands Ltd	1.22%
Prudent Corporate Advisory Services Ltd	0.91%
Global Health Ltd	1.8%
Emcure Pharmaceuticals Ltd	1.02%
Swiggy Ltd	1.61%
Vishal Mega Mart Ltd	3.06%
Rubicon Research Ltd	0.81%
Lenskart Solutions Ltd	1.25%
Manipal Health Enterprises Ltd	0.16%

Sectors

Company	Allocation %
Others	1.30%
Construction	2.10%
Automobile	4.57%
Consumer Staples	3.24%
Materials	2.33%
Financial	25.26%
Capital Goods	11.83%
Consumer Discretionary	4.75%
Chemicals	7.63%
Services	8.66%
Energy	1.30%
Unclassified	0.17%
Technology	6.62%
Insurance	1.00%
Metals & Mining	1.48%
Healthcare	15.62%
Communication	2.17%

Risk Associated

Very High

Investors be aware that principal under this fund will be at Very High risk.
This product is suitable for investors who are seeking capital appreciation over long term

About AMC

View All Mutual Funds

Kotak Mahindra Mutual Fund >

Contact Information

Address:

Email:
Website

https://www.kotakmf.com/
Phone:

Funds Offered

89
AUM

₹ 6,31,796 Cr
Website

https://www.kotakmf.com/

About

Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited. KMAMC started operations in December 1998 and has approximately 21 Lac investors. They offer schemes catering to investors with varying risk - return profiles and was the first fund house in the country to launch a dedicated gilt scheme investing only in government securities. They have presence in 82 cities and has 86 branches. Their vision is to be a responsible player in the Indian mutual fund space, always striving to offer best in class products across investor lifecycle.�

Fund Manager

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Pankaj Tibrewal

Funds Offered

4
AUM

₹ 1,00,832 Cr
Highest Return

18.03%

About

Pankaj Tibrewal Fund Manager - Role of a fund manager includes buying and selling of securities based on their research and analysis. Check out the mutual fund managers across all the categories for best guidance now

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SIP
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SIP amount

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Monthly SIP Date

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Frequently Asked Questions

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What is the current NAV of Kotak Mid Cap Reg-G?

The current NAV of Kotak Mid Cap Reg-G is ₹ 148.697

How much does Kotak Mid Cap Reg-G charge as expense ratio?

The expense ratio of Kotak Mid Cap Reg-G is 1.48%

How to Redeem Kotak Mid Cap Reg-G Regular Growth?

To redeem, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Portfolio" button on the bottom left of the home screen.
3. Click "View Funds" on the My Portfolio page.
4. Click on the three dots (⋮) next to the fund you want to redeem.
5. Click "Redeem" from the list to complete the process.

What are the steps to invest in Kotak Mid Cap Reg-G?

To invest, follow the steps below:

1. Login to your Moneyfy Account by Tata Capital.
2. Click on the "Mutual Funds" button on the home screen.
3. Search for the fund name in the search bar at the top of the screen.
4. Click on the "Invest Now" button at the bottom.
5. Choose between SIP or Lumpsum option, enter the amount you wish to invest, and then click on "Proceed to pay".
6. Complete the payment and OTP process to confirm your investments.

Secure your future with hassle-free investing on Moneyfy!

Can I invest in Kotak Mid Cap Reg-G through both SIP and lump sum?

You can invest in Both SIP & Lumpsum in Kotak Mid Cap Reg-G based on your investment objective and risk profile.

What is the return of Kotak Mid Cap Reg-G?

For Kotak Mid Cap Reg-G, 3-year return is 18.03% per annum and 5-year return is 16.65% per annum. Check the return performance in detail on the page.

What is the lock-in period in Kotak Mid Cap Reg-G?

The lock-in-period of Kotak Mid Cap Reg-G is 0 years.

How to Start your Investing journey on Tata Moneyfy?

At Tata Moneyfy, we follow 3 easy steps to make mutual fund investments simple, convenient, and quick:

Create account

Complete KYC

Set up your account and update your KYC details

Start investing

Once we verify your KYC details, you’re ready to start investing!

Get Started

Scan the QR code to download the app

Kotak Mid Cap Reg-G

₹ 148.7

1.9%

Kotak Mid Cap Reg-G

Performance

18.03%3y Returns

Investment details

₹ 100

₹ 100

0

1.48%

1% Exit load for units in excess of 10% of the investment,1% will be charged for redemption within 365 days

L After 365 days

Fund details

₹ 69,283 Cr

REGULAR

12 Feb 2007

OPEN

NIFTY Midcap 150 Total Return Index

INF174K01DS9

Fund allocation

Risk Associated

Very High

About AMC

Kotak Mahindra Mutual Fund >

Contact Information

Address:

89

₹ 6,31,796 Cr

About

Fund Manager

Pankaj Tibrewal

4

₹ 1,00,832 Cr

18.03%

About

Start investing now

Select a Date

Frequently Asked Questions

What is the current NAV of Kotak Mid Cap Reg-G?

How much does Kotak Mid Cap Reg-G charge as expense ratio?

How to Redeem Kotak Mid Cap Reg-G Regular Growth?

What are the steps to invest in Kotak Mid Cap Reg-G?

Can I invest in Kotak Mid Cap Reg-G through both SIP and lump sum?

What is the return of Kotak Mid Cap Reg-G?

What is the lock-in period in Kotak Mid Cap Reg-G?

How to Start your Investing journey on Tata Moneyfy?

Create account

Complete KYC

Start investing

Scan the QR code to download the app

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