FundLens
63
Mid CapBuy

Kotak Midcap

Kotak · Direct–Growth · rank #11 / 33 Smart Score ke hisaab se

Data updated

Kotak Midcap ka score 63/100 hai — 33 mein #11 Mid Cap fund (Buy). Mazbooti: expense ratio (category mein 98th percentile) aur fund size (category mein 95th percentile). Kamzori: utaar-chadhaav (category mein 27th percentile).

Trailing returns

index ke muqable: Nifty Midcap 150 (index-fund proxy)
1 saal
5.8%
+1.9% index ke muqable
3 saal
20.1%
+1.4% index ke muqable
5 saal
17.9%
+0.5% index ke muqable
Launch se
20.1%

Saal-dar-saal performance

aakhri entry = is saal ab tak
2021
49.2%
2022
6.4%
2023
33.0%
2024
35.0%
2025
2.9%
2026
6.1%

Risk metrics

Sharpe ratio
0.87
↑ jitna zyada, utna accha
Sortino ratio
1.16
↑ jitna zyada, utna accha
Std deviation
17.96
↓ jitna kam, utna accha
Alpha
0.33
↑ jitna zyada, utna accha
Beta
0.91
≈1 yaani market ke saath

Isi category ke aur funds

Research aur education ke liye — investment advice nahi.