Kotak Midcap Fund Growth

• Alpha 5.78%
• Beta 0.89
• Sharpe Ratio0.94
• Std Deviation 15.02%
• Tracking Error 5.59%

The investment objective of the scheme is to generate long-term capital appreciation from a portfolio of equity and equity related securities, by investing predominantly in mid companies. The scheme may also invest in debt and money market instruments, as per the asset allocation table. There is no assurance that the investment objective of the scheme will be achieved.

The Kotak Midcap Fund Growth has an AUM of 58299.59 crores & has delivered CAGR of 26.10% in the last 5 years. The fund has an exit load of 1.00% and an expense ratio of 1.39%. The minimum investment in Kotak Midcap Fund Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Fortis Healthcare, GE Vernova T&D India, Dixon Technologies (India) & Mphasis.

The major sectors where the fund is invested are Electronic Instr. & Controls, Chemical Manufacturing, Software & Programming & Healthcare Facilities.

Some of the similar funds are HDFC Mid Cap Fund Growth, Motilal Oswal Midcap Regular Growth, Nippon India Growth Mid Cap Fund Regular- Growth Plan - Growth Option, Kotak Midcap Fund Growth, Axis Midcap Fund Growth. Kotak Midcap Fund Growth has a sharpe ratio of 0.94 & a standard deviation of 15.02%.