56
Mid CapHold
Kotak Midcap
Kotak · Direct–Growth · rank #15 of 34 by Smart Score
Data updated
Trailing returns
1 Year
8.8%
-0.9% vs index
3 Years
18.5%
+2.1% vs index
5 Years
17.3%
+0.5% vs index
Since launch
20.1%
Year-by-year performance
2025
+8.0%+2.2% vs index
2026
+5.2%+1.0% vs index
Why this score
Kotak Midcap scores 56/100 — #15 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 sortino 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.
Expense ratio0.51% · 98th percentile in category
Fund size68985.29 Cr · 96th percentile in category
Sortino ratio-0.13 · 5th percentile in category
Volatility17.96 · 31st percentile in category
5Y return17.27% · 60th percentile in category
Sharpe ratio0.87 · 60th percentile in category