Index — Mid CapAvoid

Kotak Nifty Midcap 150 Index

Kotak · Direct–Growth · rank #10 of 23 by Smart Score

Data updated 22 Jul 2026

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Trailing returns

vs Nifty Midcap 150 (index-fund proxy)

1 Year

5.5%

-0.4% vs index

3 Years

—

5 Years

—

Since launch

14.8%

Year-by-year performance

last entry = YTD

2026

+4.1%-0.2% vs index

Why this score

Kotak Nifty Midcap 150 Index scores 43/100 — #10 of 23 Index — Mid Cap fund (Avoid). It stands out for volatility — beating 91% 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.

Volatility17.02 · 91st percentile in category

Alpha-3.76 · 21st percentile in category

Fund size39.20 Cr · 24th percentile in category

Sharpe ratio0.49 · 38th percentile in category

Sortino ratio0.68 · 38th percentile in category

1Y return5.45% · 36th percentile in category

Other Index — Mid Cap funds

Motilal Oswal Nifty Midcap 150 Index Dir

3Y 19.4%

Axis Nifty Midcap 50 Index

3Y 20.1%

ABSL Nifty Midcap 150 Index

3Y 19.3%

Tata Nifty Midcap 150 Index

3Y —