50
Index — Mid CapHold
Kotak Nifty Midcap 50 Index
Kotak · Direct–Growth · rank #10 of 24 by Smart Score
Data updated
Trailing returns
1 Year
0.8%
+1.6% vs index
3 Years
—
5 Years
—
Since launch
0.9%
Year-by-year performance
2025
+8.0%+2.2% vs index
2026
-2.7%+0.4% vs index
Why this score
Kotak Nifty Midcap 50 Index scores 50/100 — #10 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 volatility (better than only 26% of peers).
Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.
Alpha-0.66 · 97th percentile in category
Volatility17.41 · 26th percentile in category
1Y return0.77% · 87th percentile in category
Fund size82.79 Cr · 31st percentile in category
Sharpe ratio-0.32 · 38th percentile in category
Sortino ratio-0.44 · 38th percentile in category
Top holdings
1.Multi Commodity Exchange Of India Ltd3.92%
2.The Federal Bank Ltd3.65%
3.Laurus Labs Ltd3.59%
4.One 97 Communications Ltd3.37%
5.Hero Motocorp Ltd3.17%
50 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.