Kotak Mid Cap Fund
Direct · Growth ₹168.24
18 Jun 2026
NAV
22.0%
3Y CAGR
20.8%
5Y CAGR
21.3%
10Y CAGR
21.7%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.41
Sharpe
-36.0%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹13.09 L | 27.2% | -49.2% | 127.6% |
| 3 Years | ₹36.00 L | ₹49.76 L | 21.6% | -18.2% | 44.9% |
| 5 Years | ₹60.00 L | ₹1.02 Cr | 20.3% | -5.0% | 35.1% |
| 7 Years | ₹84.00 L | ₹1.75 Cr | 20.5% | 5.3% | 29.0% |
| 10 Years | ₹1.20 Cr | ₹3.55 Cr | 21.0% | 17.8% | 24.3% |
| 12 Years | ₹1.44 Cr | ₹5.57 Cr | 21.0% | 17.8% | 24.1% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY MIDCAP 150 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 27.2% | 22.1% | 21.9% | +5.1% |
| 3 Years | 21.6% | 17.4% | 20.1% | +4.2% |
| 5 Years | 20.3% | 16.5% | 19.4% | +3.8% |
| 7 Years | 20.5% | 16.7% | 19.2% | +3.8% |
| 10 Years | 21.0% | 16.6% | 19.4% | +4.4% |
| 12 Years | 21.0% | 16.3% | 18.9% | +4.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 25.8% | 18.5% | -25.7% | 110.6% | 0.69 | 3.45 | 87% | — | — |
| 3 Years | 22.0% | 22.9% | -5.9% | 48.3% | 1.55 | 9.50 | 98% | — | — |
| 5 Years | 20.8% | 20.2% | 2.9% | 35.2% | 2.09 | 58.67 | 100% | — | — |
| 10 Years | 21.3% | 20.9% | 16.7% | 26.3% | 6.41 | — | 100% | — | — |
-36.0%
Max Drawdown
2 mo
Drawdown Duration
8 mo
Recovery Time
-5.8%
Avg Drawdown
Calmar Ratio by Duration
0.72
1Y
0.61
3Y
0.58
5Y
0.55
7Y
0.59
10Y
0.64
12Y
Compared against NIFTY MIDCAP 150
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +3.09 | 0.94 | 94.2% | 90.6% | 8.2% | 5.0% |
| 3 Years | +2.50 | 0.90 | 90.6% | 87.5% | 20.9% | 19.8% |
| 5 Years | +2.95 | 0.86 | 87.5% | 83.9% | 18.8% | 17.3% |
| 7 Years | +3.61 | 0.87 | 87.8% | 83.9% | 22.1% | 20.3% |
| 10 Years | +3.09 | 0.85 | 85.7% | 81.8% | 19.1% | 17.6% |
| 12 Years | +5.13 | 0.85 | 86.3% | 80.8% | 20.4% | 16.9% |
| 15 Years | +4.07 | 0.84 | 85.9% | 80.6% | 17.9% | 15.1% |