Kotak Midcap Reg-G

Fund Category: Mid Cap

Fund Category Mid Cap

Very High Equity G

4 Morning Star

4 Value Research

NAV( 16 Mar 2026)

₹ 125.6

-8.05%

Invest now Compare Funds

Kotak Midcap Reg-G

Invest now

Performance

19.27%3y Returns

-0.54% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 100
Lock In

0
Expense ratio

1.38%
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

₹ 61,694 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 %
Dalmia Bharat Ltd	1.5%
Metro Brands Ltd	1.27%
Techno Electric & Engineering Company Ltd	0.48%
Poonawalla Fincorp Ltd	0.78%
Aster DM Healthcare Ltd	0.7%
Birlasoft Ltd	1.17%
MRF Ltd	1.1%
Power Finance Corporation Ltd	1.66%
Net Payables	-0.47%
Dixon Technologies (India) Ltd	1.88%
Home First Finance Company India Ltd	0.67%
Ratnamani Metals & Tubes Ltd	0.75%
BSE Ltd	1.47%
Nippon Life India Asset Management Ltd	1.44%
Ipca Laboratories Ltd	2.98%
India Shelter Finance Corporation Ltd	0.87%
Eternal Ltd	1.35%
Kei Industries Ltd	2.9%
Oracle Financial Services Software Ltd	1.72%
PI Industries Ltd	1.5%
Rubicon Research Ltd	0.43%
UNO Minda Ltd	0.96%
Bharti Hexacom Ltd	1.93%
Prudent Corporate Advisory Services Ltd	0.73%
Swiggy Ltd	1.77%
Repo	1.07%
Jindal Steel Ltd	1.04%
JK Cement Ltd	2.22%
Lenskart Solutions Ltd	0.7%
Max Healthcare Institute Ltd	0.94%
Kotak Liquid Direct-G	0.18%
Global Health Ltd	1.55%
Vishal Mega Mart Ltd	2.12%
Polycab India Ltd	0.54%
Nuvama Wealth Management Ltd	1.21%
ICICI Lombard General Insurance Company Ltd	1.31%
L&T Finance Ltd	1.97%
United Spirits Ltd	0.4%
Indian Bank	2.8%
Bharat Electronics Ltd	2.42%
Bharat Forge Ltd	1.31%
Bank Of Baroda	0.65%
Coromandel International Ltd	2.06%
The Federal Bank Ltd	1.71%
Hindustan Petroleum Corporation Ltd	1.54%
Oberoi Realty Ltd	1.91%
SRF Ltd	1.69%
Schaeffler India Ltd	2.05%
Avanti Feeds Ltd	1.04%
Bank of Maharashtra	1.52%
Cholamandalam Investment & Finance Company Ltd	1.96%
Apar Industries Ltd	2.06%
ZF Commercial Vehicle Control Systems India Ltd	0.88%
Wipro Ltd	0.72%
Blue Star Ltd	1.66%
Apollo Tyres Ltd	0.82%
GE Vernova T&D India Ltd	5.08%
Piramal Finance Ltd	0.48%
JB Chemicals & Pharmaceuticals Ltd	1.6%
Max Financial Services Ltd	1.67%
Swiggy Ltd Futures 03/2026	0.08%
Oberoi Realty Ltd Futures 03/2026	0.07%
HDB Financial Services Ltd	1.79%
Deepak Nitrite Ltd	1.03%
REC Ltd	0.46%
Persistent Systems Ltd	1.51%
Solar Industries India Ltd	2.16%
Voltas Ltd	1.31%
Fortis Healthcare Ltd	4.25%
Mphasis Ltd	2.89%

Sectors

Company	Allocation %
Others	0.60%
Automobile	5.07%
Construction	1.98%
Consumer Staples	3.50%
Materials	3.72%
Financial	22.37%
Capital Goods	15.35%
Consumer Discretionary	4.94%
Chemicals	8.44%
Services	6.79%
Energy	1.54%
Technology	8.01%
Unclassified	0.18%
Insurance	1.31%
Metals & Mining	1.79%
Healthcare	12.45%
Communication	1.93%

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

96
AUM

₹ 6,14,391 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

View All Mutual Funds

Pankaj Tibrewal

Funds Offered

4
AUM

₹ 90,272 Cr
Highest Return

19.27%

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

Start investing now

SIP
One time

SIP amount

/ Monthly

Monthly SIP Date

Select a Date

Frequently Asked Questions

View All

What is the current NAV of Kotak Midcap Reg-G?

The current NAV of Kotak Midcap Reg-G is ₹ 125.597

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

The expense ratio of Kotak Midcap Reg-G is 1.38%

How to Redeem Kotak Midcap 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 Midcap 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 Midcap Reg-G through both SIP and lump sum?

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

What is the return of Kotak Midcap Reg-G?

For Kotak Midcap Reg-G, 3-year return is 19.27% per annum and 5-year return is 16.85% per annum. Check the return performance in detail on the page.

What is the lock-in period in Kotak Midcap Reg-G?

The lock-in-period of Kotak Midcap 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 Midcap Reg-G

₹ 125.6

-8.05%

Kotak Midcap Reg-G

Performance

19.27%3y Returns

Investment details

₹ 100

₹ 100

0

1.38%

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

₹ 61,694 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:

96

₹ 6,14,391 Cr

About

Fund Manager

Pankaj Tibrewal

4

₹ 90,272 Cr

19.27%

About

Start investing now

Select a Date

Frequently Asked Questions

What is the current NAV of Kotak Midcap Reg-G?

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

How to Redeem Kotak Midcap Reg-G Regular Growth?

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

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

What is the return of Kotak Midcap Reg-G?

What is the lock-in period in Kotak Midcap 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

Similar Mutual Funds

Samco Mid Cap Reg-G

-7.5 %

9.13

-7.5%

-%

-%

Rs.250.0

Rs.73.81 Cr

Nirali Bhansali

9.13

₹250.0

₹73.81 cr

Nirali Bhansali

Mirae Asset Midcap Reg-G

-8.7 %

34.09

-8.7%

15.68%

18.89%

Rs.99.0

Rs.18070.3 Cr

Ankit Jain

34.09

₹99.0

₹18070.3 cr

Ankit Jain

Canara Robeco Mid Cap Reg-G

-7.67 %