16
Index — Mid CapAvoid
Kotak Nifty Midcap 150 Momentum 50 Index
Kotak · Direct–Growth · rank #23 of 24 by Smart Score
Data updated
Trailing returns
1 Year
-5.8%
-2.9% vs index
3 Years
—
5 Years
—
Since launch
-6.5%
Year-by-year performance
2025
-4.1%-9.9% vs index
2026
-5.3%-0.8% vs index
Why this score
Kotak Nifty Midcap 150 Momentum 50 Index scores 16/100 — #23 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-0.66 · 3rd percentile in category
Sortino ratio-0.89 · 3rd percentile in category
Alpha-5.87 · 3rd percentile in category
Volatility19.60 · 15th percentile in category
Expense ratio0.73% · 23rd percentile in category
1Y return-5.80% · 8th percentile in category
Top holdings
1.Laurus Labs Ltd7.03%
2.Multi Commodity Exchange Of India Ltd6%
3.The Federal Bank Ltd4.61%
4.Bharat Heavy Electricals Ltd4.47%
5.GE T&D India Ltd4.29%
50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.