46
Index — Mid CapHold
Kotak Nifty Midcap 50 Index
Kotak · Direct–Growth · rank #12 of 24 by Smart Score
Data updated
Trailing returns
1 Year
12.9%
+3.0% vs index
3 Years
—
5 Years
—
Since launch
4.9%
Year-by-year performance
2025
+8.0%+2.2% vs index
2026
+5.2%+0.8% vs index
Why this score
Kotak Nifty Midcap 50 Index scores 46/100 — #12 of 24 Index — Mid Cap fund (Hold). It stands out for alpha and 1y return — beating 97% of peers on alpha. The main drag is its sharpe ratio (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.
Alpha-0.58 · 97th percentile in category
Sharpe ratio-0.09 · 21st percentile in category
Sortino ratio-0.13 · 21st percentile in category
Volatility17.44 · 26th percentile in category
1Y return12.94% · 92nd percentile in category
Fund size81.16 Cr · 35th percentile in category
Top holdings
1.BSE Ltd6.41%
2.The Federal Bank Ltd3.81%
3.Laurus Labs Ltd3.04%
4.Hero Motocorp Ltd3.01%
5.Multi Commodity Exchange Of India Ltd2.96%
50 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.