Kotak Mid Cap Fund Growth
Kotak Mid Cap Reg Gr strategically allocates over 40% to mid-cap stocks, offering investors a quality-focused approach to capitalize on India's dynamic mid-cap growth opportunities.
What This Strategy Does
Role in a Diversified Portfolio
CW Expert Research Notes
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Fund Performance
Benchmark Performance Comparison
Risk Profile
Detailed Risks
Market Risk
Potential recession driven by slowing global growth could trigger demand contraction, impacting mid-cap earnings.
Disclaimer: Mutual Fund Investments are subject to market risks, read all scheme related documents carefully. Past performance is not indicative of future results and there is no assurance that the scheme's objective will be achieved. Specialised Investment Funds (SIF) involve a higher degree of risk and a minimum investment of ₹10 Lakhs.
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Core Investment Theme
Delivers the flexibility to capitalize on opportunities across the market-cap spectrum. By investing without constraints, this approach allows managers to rotate capital toward the best risk-reward propositions—whether defensiveness in large caps during uncertainty or growth capture in smaller companies during expansions. The impact is a smoother return profile across varying market conditions.
Broader Market View
Market Outlook
Why This Strategy is Attractive Now
Investment Style & Process
Investment Style
Why it Makes Sense
High-Level Investment Process
Portfolio Holdings Overview
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Atul Bhole
Lead Portfolio Manager
Mr. Atul Bhole has experience of 22 years. Manages 12 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹60,480 Cr Holds a B.Com degree.
Nilesh Shah
Co-Portfolio ManagerNilesh Shah is the Managing Director of Kotak Mahindra Asset Management Company Limited, the asset management company behind Kotak Mahindra Mutual Fund. He has over three decades of experience in financial services, with expertise in investment management, capital markets, equity, fixed-income securities and real estate investments. Before joining Kotak AMC, he held senior leadership positions at Axis Capital, ICICI Prudential Asset Management and Franklin Templeton, where he managed investments for domestic and international investors. He is a Gold Medalist Chartered Accountant and a merit-ranked Cost Accountant, and holds a Bachelor of Commerce degree from the University of Mumbai. He currently serves as a part-time member of the Economic Advisory Council to the Prime Minister and has held leadership positions at the Association of Mutual Funds in India (AMFI), contributing to the development of India's mutual fund industry.
CW Expert Take
Kotak brings banking-grade risk assessment to fund management. Their strength is in identifying mispriced opportunities while maintaining portfolio quality. The equity teams focus on sustainable business models, while their debt strategies emphasize credit selection and liquidity management—reflecting the parent group's risk culture.
Firm Overview
Kotak Mahindra Asset Management Company Limited is the investment manager of Kotak Mahindra Mutual Fund and a wholly owned subsidiary of Kotak Mahindra Bank Limited (sponsor). Kotak Mahindra Trustee Company Limited is the trustee. Kotak has managed mutual funds since 1998 and reports 1.54 crore investor folios. Its product range spans mutual funds, PMS, AIFs, offshore funds and advisory.
Investment Philosophy & Approach
Disciplined Approach
The fund follows a disciplined investment framework anchored in Kotak's GARP philosophy.
Quality Focus
It seeks quality businesses with sustainable growth, competent management, and robust financials.
Structured Portfolio
The portfolio combines high-conviction core holdings with tactical opportunities within risk limits.
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
STCG | <72.540 Months null%
LTCG | >83.670 Months null% on gain above 1.25 Lakh
Tax Implications (India)