Index — Mid CapAvoid

Kotak Nifty Midcap 50 Index

Kotak · Direct–Growth · rank #11 of 23 by Smart Score

Data updated 22 Jul 2026

Compare Source ↗

Trailing returns

vs Nifty Midcap 150 (index-fund proxy)

1 Year

8.1%

+2.3% vs index

3 Years

—

5 Years

—

Since launch

5.0%

Year-by-year performance

last entry = YTD

2025

+8.0%+2.2% vs index

2026

+4.9%+0.6% vs index

Why this score

Kotak Nifty Midcap 50 Index scores 42/100 — #11 of 23 Index — Mid Cap fund (Avoid). It stands out for alpha and 1y return — beating 97% of peers on alpha. The main drag is its sharpe ratio (better than only 18% of peers).

Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.

Sharpe ratio-0.08 · 18th percentile in category

Alpha-0.74 · 97th percentile in category

Volatility17.88 · 21st percentile in category

Sortino ratio-0.11 · 18th percentile in category

1Y return8.10% · 92nd percentile in category

Fund size77.96 Cr · 33rd 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 —