YES Bank is probably the only one after HDFC Bank and Axis that still has the secular growth number in sight and crossed with ease. Kotak was stuck with PAT growth of 27% to $69 million, showcasing the kind of size Goldman Sachs was playing with in the unbridled Indian market. Again size does matter. Net UInterest Income has been capped at $147 million now in this June 2010 result. Similar numbers are expected from its Mutual funds, securities and even insurance businesses. Kotak Wealth Management would be some great assets to pick up instead of hankering after "mid cap" bank stocks unless Axis Bank is mistakenly being counted as a mid-cap proposition. 

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