48
Index — Mid CapHold
Kotak Nifty Midcap 150 Index
Kotak · Direct–Growth · rank #11 of 24 by Smart Score
Data updated
Trailing returns
1 Year
-1.1%
-0.3% vs index
3 Years
—
5 Years
—
Since launch
7.1%
Year-by-year performance
2026
-3.3%-0.2% vs index
Why this score
Kotak Nifty Midcap 150 Index scores 48/100 — #11 of 24 Index — Mid Cap fund (Hold). It stands out for volatility and expense ratio — beating 85% of peers on volatility. The main drag is its alpha (better than only 21% of peers).
Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.
Volatility16.39 · 85th percentile in category
Alpha-2.86 · 21st percentile in category
Fund size46.06 Cr · 23rd percentile in category
Expense ratio0.38% · 65th percentile in category
Sharpe ratio0.04 · 44th percentile in category
1Y return-1.12% · 39th percentile in category
Top holdings
1.Multi Commodity Exchange Of India Ltd2.09%
2.The Federal Bank Ltd1.95%
3.Laurus Labs Ltd1.92%
4.One 97 Communications Ltd1.8%
5.Hero Motocorp Ltd1.69%
149 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.