Mid cap
Medium-sized companies. Grew 19.3% a year (Direct) since 2013.
- Last 5 years
- 14.1%
- Typical 5-year return
- 19.6%
- Worst fall
- −36.0%
- ₹5,000 a month since 2016
- ₹18.3 lakh
average yearly growth
median of every 5-year window
from a high, Mar 2020
from ₹6.5 lakh put in
- Kotak Midcap (Direct)
- Nifty 50 index fund
One point per week, so a single worst day can sit slightly below the line.
What the Regular plan cost here
Invested in both plans on 3 Jan 2013. The Regular plan grew about 1.4% a year slower over 13.8 years.
₹16.6 lakh
lost to commission, so far
Direct grew to ₹1.13 croreRegular to ₹96.7 lakh