Mid-cap mutual funds are popular among investors who seek higher returns with a slightly higher risk compared to the severity of risk in the large-cap funds. Both HDFC Midcap Fund and Kotak Midcap Fund’s direct plans were launched in 2013 and have dominated the 3-year, 5-year, and 10-year performance charts. However, investors looking to invest in mid-cap funds in 2026 must check the returns, risks, sector exposure, and fund strategies of the two funds to decide which one to choose.
Total AUM: Rs 92,186.87 crore (January 31, 2026)
NAV: Rs 223.60 (February 19, 2026)
Allotment Date: January 1, 2013
Expense Ratio: 0.75% (January 31, 2026)
Portfolio Turnover Ratio: 30.94%
Standard Deviation: 15.16%
Fund’s Lump Sum Performance
Lump Sum Return Performance
Top 5 stock holdings by Kotak Midcap Fund
Top 5 sectors in the portfolio of Kotak Midcap Fund
(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money-related decisions.)
