Kotak Mid Cap Fund
Direct · Growth ₹161.26
24 Apr 2026
NAV
22.0%
3Y CAGR
20.8%
5Y CAGR
21.4%
10Y CAGR
21.8%
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.
6.44
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 | ₹13.11 L | 27.4% | -49.2% | 127.6% |
| 3 Years | ₹36.00 L | ₹49.80 L | 21.7% | -18.2% | 44.9% |
| 5 Years | ₹60.00 L | ₹1.03 Cr | 20.4% | -5.0% | 35.1% |
| 10 Years | ₹1.20 Cr | ₹3.57 Cr | 21.1% | 17.8% | 24.3% |
Fund SIP vs NIFTY MIDCAP 150
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 27.4% | 8.3% | +19.1% |
| 3 Years | 21.7% | 23.1% | -1.4% |
| 5 Years | 20.4% | 19.5% | +0.8% |
| 10 Years | 21.1% | 17.6% | +3.5% |