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Kotak Midcap is an open-ended equity growth scheme. The investment objective is to generate capital appreciation from a diversified portfolio of equity & equity related securities.

 

Scheme Facts

Structure
Open-ended equity growth scheme
AUM*
₹ 862.75 Cr.
AAUM*
₹ 824.9 Cr.
Fund managers
Mr. Pankaj Tibrewal
Conversion Date
24th Feb 2005
Benchmark
Nifty Midcap 100

Load structure

Entry load
Nil
Exit load
For redemptions / switch outs (including SIP/STP) within 1year from the date of allotment of units, irrespective of the amount of investment: 1%. For redemption/switch outs (including SIP/STP) after 1 year from the date of allotment of units, irrespective of the amount of investment: Nil.

Other details

Min. Initial Inv.
` 5,000
Additional Inv.
` 1000 & in multiples of `1
Standard Deviation ^
15.29 %
Beta ^
0.96
Sharpe ^
0.81
 

SUITABLE FOR INVESTORS WHO ARE SEEKING*

long term capital growth


Investment in equity & equity related securities predominantly in mid cap stocks


*Investors should consult their financial advisors if in doubt about whether the product is suitable for them.
 

Top 10 Companies As on 31/12/2017

2.91%Dixon Technologies India Ltd(Consumer Durables)
2.82%V.S.T Tillers Tractors Ltd(Auto)
2.79%Schaeffler India Ltd(Industrial Products)
2.74%Atul Ltd.(Chemicals)
2.67%Techno Electric & Engineering Co Ltd.(Construction Project)
2.63%Solar Industries India Limited(Chemicals)
2.60%JK Cement Ltd.(Cement)
2.47%Finolex Cables Ltd.(Industrial Products)
2.28%RBL Bank Ltd(Banks)
2.22%Federal Bank Ltd.(Banks)
 

Market cap As on 31/12/2017

21.16%Largecap
37.86%Midcap
37.87%Smallcap
3.11%Cash
 

Sector Allocation As on 31/12/2017

  Portfolio
weight (%)
  Benchmark
weight (%)
Underweight / overweight
against benchmark
Financial Services
21.77
20.8
0.97
Financial Services
21.77
20.8
0.97
Industrial Manufacturing
15.85
6.18
9.67
Industrial Manufacturing
15.85
6.18
9.67
Consumer Goods
10.46
14.38
-3.92
Consumer Goods
10.46
14.38
-3.92
Automobile
8.57
4.44
4.13
Automobile
8.57
4.44
4.13
Construction
7.09
5.07
2.02
Construction
7.09
5.07
2.02
Services
5.84
9.7
-3.86
Services
5.84
9.7
-3.86
Pharma
5.47
10.08
-4.61
Pharma
5.47
10.08
-4.61
Chemicals
5.37
1.6
3.77
Chemicals
5.37
1.6
3.77
Cement & Cement Products
4.53
2.81
1.72
Cement & Cement Products
4.53
2.81
1.72
Media & Entertainment
3.31
1.61
1.7
Media & Entertainment
3.31
1.61
1.7
ExpenseRatio is temporarily unavailable.

Essential Downloads

Disclaimer

 

Source: ICRA MFI Explorer. 
*All data as on 31st Dec 2017.