Kotak Midcap Fund - Direct Plan (G) NAV | Kotak Mahindra Mutual Fund | Kotak Midcap Fund

MARKET RADAR

SENSEX NIFTY Refresh

You are here : Moneycontrol > Mutual Funds > Small & Mid Cap > Kotak Mahindra Mutual Fund > Kotak Midcap Fund - Direct Plan (G)

SNAPSHOT

ranking by CRISIL

Not Ranked

Benchmark Index:

View Historic Graph From To

# Moneycontrol Rank within 49 Small & Mid Cap Schemes.

Year	Qtr 1	Qtr 2	Qtr 3	Qtr 4	Annual
2013	-14.5	-	-	-	-

* Returns over 1 year are Annualised

Fund returns v/s Category average (Small & Mid Cap)

* Returns over 1 year are Annualised

	1 mth (%)	3 mth (%)	6 mth (%)	1 yr (%)	2 yr (%)	3 yr (%)	5yr (%)
Fund Returns	7.0	0.4	--	--	--	--	--
Category avg	5.4	0.5	1.8	18.4	5.9	4.7	5.1
Difference of Fund returns and Category returns	1.6	-0.1	--	--	--	--	--
Best of category	10.5	4.1	8.2	32.3	21.2	18.2	15.9
Worst of category	-0.4	-9.7	-9.5	2.5	-5.4	-7.2	-6.5
Benchmark returns #	8.6	2.7	5.3	18.9	1.7	1.2	3.5
Difference of Fund returns and Benchmark returns	-1.6	-2.3	--	--	--	--	--

# Benchmark Index: CNX Midcap

Investment Objective

To generate capital appreciation from a diversified portfolio of equity and equity related Investment securities

Fund Type	Open-Ended
Investment Plan	Growth
Launch date	Jan 01, 2013
Benchmark	CNX Midcap
Asset Size (Rs cr)	0.28 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	N.A. View Dividend History
Bonus	N.A.
Fund Manager	Pankaj Tibrewal View performance of schemes managed by the Fund Manager
Notes	N.A

Entry Load	N.A
Exit Load	1.00%
Load Comments	Exit Load of 1% for redemptions / switch outs (including SIP/STP) within 1 year from the date of allotment of units, irrespective of the amount of investment.

Regd. Office	5A, 5th Floor, Bhaktawar, 229 Nariman Point, Mumbai, 400021
Tel. No.	91 22 6638 4444
Fax No.	91 22 6638 4455
Email	mutual@kotak.com
Website	http://www.kotakmutual.com

Small & Mid Cap	Crisil Rank	Assets (Rs.cr)
Small & Mid Cap	Crisil Rank	Assets (Rs.cr)	3mth (%)	6mth (%)	1yr (%)	3yr (%)	5yr (%)
IDFC Premier Equity - A (G)	Rank 2	3,381.06	1.5	5.0	21.8	10.8	12.5
HDFC MidCap Opportunities (G)	Rank 2	2,719.45	2.6	5.4	19.8	10.9	12.8
ICICI Pru Discovery Fund (G)	Rank 2	2,538.81	0.2	4.7	19.1	7.9	14.0
SBI Emerging Busi (G)	Rank 1	1,214.96	1.2	5.2	30.6	18.2	10.8
Sundaram Select Midcap -RP (G)	Rank 3	1,930.19	2.8	0.0	20.5	6.3	8.6
* Returns over 1 year are Annualised	More »

Equity	Sector	Value (Rs cr)	Asset %
Federal Bank	Banking/Finance	11.22	4.17
Whirlpool	Cons Durable	11.17	4.15
Divis Labs	Pharmaceuticals	7.98	2.97
Hawkins Cooker	Cons Durable	7.85	2.92
Solar Ind	Chemicals	7.32	2.72
Kewal Kiran	Retail & Real Estate	7.26	2.70
SKF India	Engineering	6.99	2.60
Raymond	Manufacturing	6.95	2.58
Exide Industrie	Automotive	6.15	2.29
JK Bank	Banking/Finance	6.14	2.28