14
Index — Mid CapAvoid
Kotak Nifty Midcap 150 Momentum 50 Index
Kotak · Direct–Growth · rank #24 of 24 by Smart Score
Data updated
Trailing returns
1 Year
5.7%
-4.3% vs index
3 Years
—
5 Years
—
Since launch
-2.7%
Year-by-year performance
2025
-4.1%-9.9% vs index
2026
+2.9%-1.5% vs index
Why this score
Kotak Nifty Midcap 150 Momentum 50 Index scores 14/100 — #24 of 24 Index — Mid Cap fund (Avoid). The main drag is its sharpe ratio (better than only 3% of peers).
Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.
Sharpe ratio-0.47 · 3rd percentile in category
Sortino ratio-0.64 · 3rd percentile in category
Alpha-7.44 · 3rd percentile in category
Expense ratio1.00% · 10th percentile in category
Volatility19.73 · 15th percentile in category
1Y return5.69% · 11th percentile in category
Top holdings
1.Laurus Labs Ltd6.22%
2.The Federal Bank Ltd5.02%
3.Multi Commodity Exchange Of India Ltd4.72%
4.BSE Ltd4.67%
5.Bharat Forge Ltd4.31%
50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.