Kotak Midcap Fund (D) NAV | Kotak Mahindra Mutual Fund

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ranking by CRISIL

Average performance in the category

The scheme is ranked 3 in Small & Mid Cap category by Crisil. If you are already invested in this scheme, you may consider switching to a better performing scheme.
View Top ranked funds in this category

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	-	-	-	-
2012	23.6	-1.1	10.5	9.4	51.0
2011	-19.4	1.7	-8.9	-12.1	-34.1
2010	-6.5	7.8	16.8	-4.7	14.5
2009	-7.3	47.5	22.6	9.4	85.8
2008	-33.9	-18.5	-3.4	-26.0	-63.4

* 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	4.1	-0.1	-0.7	19.9	6.8	7.0	4.9
Category avg	2.9	0.1	-0.1	17.3	5.7	5.2	5.2
Difference of Fund returns and Category returns	1.2	-0.2	-0.6	2.6	1.1	1.8	-0.3
Best of category	8.3	4.2	6.2	30.0	20.6	18.6	16.1
Worst of category	-3.1	-6.4	-10.8	3.3	-5.2	-6.6	-6.5
Benchmark returns #	2.6	0.6	2.3	16.2	1.2	1.6	3.1
Difference of Fund returns and Benchmark returns	1.5	-0.7	-3.0	3.7	5.6	5.4	1.8

Kotak Midcap Fund (D) Review by Crisil - Rating: 3 (Rank 3 out of 5)

# 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	Dividend
Launch date	Jan 28, 2005
Benchmark	CNX Midcap
Asset Size (Rs cr)	269.60 (Mar-30-2013)
Minimum Investment	Rs.5000
Last Dividend	Rs.1.50 (Feb-28-2011) 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	1.2	3.2	20.9	12.0	12.4
HDFC MidCap Opportunities (G)	Rank 2	2,719.45	0.8	2.9	17.4	11.3	12.7
ICICI Pru Discovery Fund (G)	Rank 2	2,538.81	-0.7	3.6	18.3	8.6	13.8
SBI Emerging Busi (G)	Rank 1	1,214.96	0.0	3.1	28.5	18.8	10.8
Sundaram Select Midcap -RP (G)	Rank 3	1,930.19	2.6	-0.6	20.0	7.4	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