46
Mid CapHold
Kotak Midcap
Kotak · Direct–Growth · rank #20 of 34 by Smart Score
Data updated
Trailing returns
1 Year
-1.8%
-1.5% vs index
3 Years
15.1%
+1.9% vs index
5 Years
14.0%
+1.1% vs index
Since launch
19.2%
Year-by-year performance
2025
+8.0%+2.2% vs index
2026
-1.6%+0.4% vs index
Why this score
Kotak Midcap scores 46/100 — #20 of 34 Mid Cap fund (Hold). It stands out for expense ratio and fund size — beating 98% of peers on expense ratio. The main drag is its sharpe ratio (better than only 5% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
Sharpe ratio-0.29 · 5th percentile in category
Expense ratio0.54% · 98th percentile in category
Fund size66951.80 Cr · 96th percentile in category
Sortino ratio-0.40 · 8th percentile in category
1Y return-1.81% · 11th percentile in category
Alpha-0.69 · 34th percentile in category