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
9.7%
-0.3% vs index
3 Years
—
5 Years
—
Since launch
13.5%
Year-by-year performance
2026
+4.2%-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 — 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.
Volatility16.41 · 85th percentile in category
Alpha-3.28 · 21st percentile in category
Fund size41.41 Cr · 27th percentile in category
Expense ratio0.42% · 56th percentile in category
1Y return9.66% · 42nd percentile in category
Sharpe ratio0.43 · 47th percentile in category
Top holdings
1.BSE Ltd3.57%
2.The Federal Bank Ltd2.12%
3.Laurus Labs Ltd1.69%
4.Hero Motocorp Ltd1.67%
5.Multi Commodity Exchange Of India Ltd1.65%
150 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.