Kotak Nifty Mid Cap 150 Index Fund
Direct · Growth ₹11.80
06 Jul 2026
NAV
7.6%
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.
0.26
Sharpe
-14.0%
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 | ₹12.37 L | 4.1% | -18.7% | 14.4% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 4.1% | 14.5% | 9.1% | -10.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.6% | 7.1% | -0.4% | 16.4% | 0.26 | 0.50 | 99% | — | — |
-14.0%
Max Drawdown
3 mo
Drawdown Duration
1 mo
Recovery Time
-2.4%
Avg Drawdown
Calmar Ratio by Duration
0.54
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +9.33 | 1.09 | 111.0% | 99.0% | 5.1% | -3.4% |
| 3 Years | +5.24 | 1.06 | 112.0% | 97.0% | 6.4% | 1.5% |
| 5 Years | +3.27 | 1.06 | 112.0% | 97.0% | 3.8% | 0.9% |
| 7 Years | +2.43 | 1.06 | 112.0% | 97.0% | 2.7% | 0.7% |
| 10 Years | +1.82 | 1.06 | 112.0% | 97.0% | 1.9% | 0.5% |
| 12 Years | +1.58 | 1.06 | 112.0% | 97.0% | 1.6% | 0.4% |
| 15 Years | +1.35 | 1.06 | 112.0% | 97.0% | 1.3% | 0.3% |