Kotak Midcap Reg-G

Fund Category: Mid Cap

Fund Category Mid Cap

Very High Equity G

4 Morning Star

4 Value Research

NAV( 1 Jul 2025)

₹ 136.27

5.39%

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Kotak Midcap Reg-G

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Performance

27.47%3y Returns

-0.44% 1D Returns

Investment details

Min SIP amount

₹ 100
Min Lumpsum

₹ 100
Lock In

0
Expense ratio

1.42%
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

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Fund size

₹ 53,464 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 %
ZF Commercial Vehicle Control Systems India Ltd	0.9%
Wipro Ltd	1.76%
Oil India Ltd	1.22%
Persistent Systems Ltd	2.29%
Oberoi Realty Ltd	2.62%
BSE Ltd	1.03%
Nuvama Wealth Management Ltd	1.33%
ICICI Lombard General Insurance Comapny Ltd	1.5%
Dixon Technologies (India) Ltd	2.65%
Aster DM Healthcare Ltd	0.45%
Bharti Hexacom Ltd	2.24%
Techno Electric & Engineering Company Ltd	0.67%
Polycab India Ltd	1.11%
Max Healthcare Institute Ltd	1.62%
Eternal Ltd	1.37%
Metro Brands Ltd	1.44%
Prudent Corporate Advisory Services Ltd	1.04%
Global Health Ltd	1.67%
Swiggy Ltd	2.38%
NTPC Green Energy Ltd	0.52%
Vishal Mega Mart Ltd	1.22%
Apar Industries Ltd	1.42%
Apollo Tyres Ltd	0.91%
GE Vernova T&D India Ltd	2.97%
Balkrishna Industries Ltd	0.59%
Bharat Electronics Ltd	2.42%
Bharat Forge Ltd	1.35%
APL Apollo Tubes Ltd	0.95%
Blue Star Ltd	1.48%
Coromandel International Ltd	2.45%
Deepak Nitrite Ltd	1.51%
Emami Ltd	1.27%
Exide Industries Ltd	1.62%
Schaeffler India Ltd	2.27%
The Federal Bank Ltd	1.33%
Fortis Healthcare Ltd	3.27%
Hexaware Technologies Ltd	0.43%
Hindustan Petroleum Corporation Ltd	1.87%
Ipca Laboratories Ltd	3.03%
JB Chemicals & Pharmaceuticals Ltd	1.26%
JK Cement Ltd	2.49%
Birlasoft Ltd	1.39%
Kajaria Ceramics Ltd	1.25%
Kei Industries Ltd	1.45%
LIC Housing Finance Ltd	1.41%
MRF Ltd	1.1%
Max Financial Services Ltd	1.4%
UNO Minda Ltd	1.3%
Mphasis Ltd	2.99%
Oracle Financial Services Software Ltd	2.42%
PI Industries Ltd	2.02%
Power Finance Corporation Ltd	1.88%
Ratnamani Metals & Tubes Ltd	1.01%
REC Ltd	0.62%
SRF Ltd	1.36%
Solar Industries India Ltd	3.33%
Tech Mahindra Ltd	0.64%
Thermax Ltd	0.67%
V-Guard Industries Ltd	0.77%
Voltas Ltd	1.14%
Net Payables	-0.51%
Repo	6.24%
Kotak Liquid Direct-G	0.2%

Sectors

Company	Allocation %
Others	5.73%
Automobile	6.15%
Construction	2.62%
Consumer Staples	1.27%
Materials	3.74%
Financial	9.01%
Capital Goods	15.83%
Diversified	2.78%
Consumer Discretionary	4.83%
Chemicals	9.31%
Services	6.00%
Energy	3.61%
Technology	11.92%
Unclassified	0.20%
Insurance	1.50%
Metals & Mining	1.96%
Healthcare	11.30%
Communication	2.24%

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

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Kotak Mahindra Mutual Fund >

Contact Information

Address:

Email:
Website

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

Funds Offered

85
AUM

₹ 5,32,334 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

₹ 80,936 Cr
Highest Return

27.47%

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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Frequently Asked Questions

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

The current NAV of Kotak Midcap Reg-G is ₹ 136.274

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

The expense ratio of Kotak Midcap Reg-G is 1.42%

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.

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