Index — Mid CapAvoid

Kotak Nifty Midcap 150 Momentum 50 Index

Kotak · Direct–Growth · rank #22 of 23 by Smart Score

Data updated 23 Jul 2026

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Trailing returns

vs Nifty Midcap 150 (index-fund proxy)

1 Year

-0.2%

-5.5% vs index

3 Years

—

5 Years

—

Since launch

-4.1%

Year-by-year performance

last entry = YTD

2025

-4.1%-9.9% vs index

2026

+0.6%-2.6% vs index

Why this score

Kotak Nifty Midcap 150 Momentum 50 Index scores 21/100 — #22 of 23 Index — Mid Cap fund (Avoid). It stands out for expense ratio — beating 65% of peers on expense ratio. 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-0.53 · 3rd percentile in category

Volatility20.23 · 3rd percentile in category

Sortino ratio-0.71 · 3rd percentile in category

Alpha-8.43 · 3rd percentile in category

1Y return-0.24% · 14th percentile in category

Expense ratio0.38% · 65th percentile in category

Other Index — Mid Cap funds

Motilal Oswal Nifty Midcap 150 Index Dir

3Y 18.9%

Axis Nifty Midcap 50 Index

3Y 19.6%

ABSL Nifty Midcap 150 Index

3Y 18.8%

Tata Nifty Midcap 150 Index

3Y —

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