Brokerage firm Kotak Institutional Equities has selected long-term compounders and a few value stocks from its recommended midcap portfolio, which have the strength to deliver good returns. The brokerage firm believes that stocks like Cummins, Federal Bank and Shriram Finance will provide good opportunities to investors. Here is a list of 7 midcap stock ideas from Kotak’s model portfolio that can rally up to 46%: