65
Mid CapBuy
Kotak Midcap
Kotak · Direct–Growth · rank #11 of 33 by Smart Score
Trailing returns
1 Year
7.8%
+2.9% vs index
3 Years
20.9%
+1.6% vs index
5 Years
18.5%
+1.0% vs index
Since launch
20.3%
Year-by-year performance
2021
+49.2%+2.3% vs index
2022
+6.4%+2.8% vs index
2023
+33.0%-11.3% vs index
2024
+35.0%+10.8% vs index
2025
+2.9%-2.9% vs index
2026
+7.8%+4.4% vs index
Why this score
Kotak Midcap scores 65/100 — #11 of 33 Mid Cap fund (Buy). It stands out for expense ratio and fund size — beating 98% of peers on expense ratio. The main drag is its volatility (better than only 27% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
Expense ratio0.50% · 98th percentile in category
Fund size67611.00 Cr · 95th percentile in category
3Y return20.86% · 65th percentile in category
5Y return18.47% · 63rd percentile in category
Volatility17.96 · 27th percentile in category
Sortino ratio1.22 · 73rd percentile in category