mid capHigh risk

Kotak Mid Cap Fund - Direct Plan - Growth

Invests in mid-sized companies (ranked 101-250). Faster growing than large cap, but with bigger price swings. From Kotak Mahindra Mutual Fund. It's been running since 3 Jan 2013.

Latest price per unit

₹172.406

▼ 0.95% today

As of 1 Sep 2026 · updated once each business day

What ₹1 lakh would have become

Based on past returns

Invested 1 year ago

₹1.09 L

▲ ₹9.4k gain · 9.4% / year

Invested 3 years ago

₹1.67 L

▲ ₹67.4k gain · 18.7% / year

Invested 5 years ago

₹2.25 L

▲ ₹1.25 L gain · 17.6% / year

These are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness

16.1%

The value swings roughly 16% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever

-35.97%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Technical details (for the pros)

CAGR — 1 year9.35%

CAGR — 3 years18.73%

CAGR — 5 years17.58%

CAGR — since launch20.15%

Volatility — 1 year (annualised)15.60%

Volatility — 3 years (annualised)16.11%

Max drawdown — 1 year-13.03%

Max drawdown — 3 years-20.87%

Sharpe ratio — 1 year (rf=6%)0.20

Sharpe ratio — 3 years (rf=6%)0.72

Fund info

Fund house: Kotak Mahindra Mutual Fund
Category: Equity Schemes - Mid Cap Fund
Plan: Direct
Option: Growth
ISIN (Growth): INF174K01LT0
ISIN (Div re-invest): —
Fund code: 119775
First price on record: 3 Jan 2013 · 3,361 daily prices

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.