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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*
₹ 818.58 Cr.
AAUM*
₹ 817.03 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 ^
15.61 %
Beta ^
0.61
Sharpe ^
0.93
 

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 31/03/2018

3.55%Dixon Technologies India Ltd(Consumer Durables)
3.36%Atul Ltd.(Chemicals)
2.83%Schaeffler India Ltd(Industrial Products)
2.74%Solar Industries India Limited(Chemicals)
2.73%JK Cement Ltd.(Cement)
2.61%Apollo Pipes Ltd(Finance and Investments)
2.60%IndusInd Bank Ltd.(Banks)
2.55%RBL Bank Ltd(Banks)
2.45%Prataap Snacks Ltd(Consumer Non Durables)
2.37%V.S.T Tillers Tractors Ltd(Auto)
 

Market cap As on 31/03/2018

34.71%Midcap
48.09%Smallcap
0.64%Cash
16.56%Largecap
 

Sector Allocation As on 31/03/2018

  Portfolio
weight (%)
  Benchmark
weight (%)
Underweight / overweight
against benchmark
Financial Services
21.46
20.77
0.69
Industrial Manufacturing
15.34
6.86
8.48
Consumer Goods
13.21
15.36
-2.15
Chemicals
8.07
1.67
6.4
Automobile
7.61
4.9
2.71
Cement & Cement Products
5.41
2.7
2.71
Pharma
5.14
9.6
-4.46
Construction
4.03
5.01
-0.98
Media & Entertainment
3.67
1.56
2.11
Energy
3.65
6.26
-2.61

Essential Downloads

Disclaimer

 

Source: ICRA MFI Explorer. 
*All data as on 31st Mar 2018.