Kotak Nifty Mid Cap 150 Index Fund
Direct · Growth ₹12.02
18 Aug 2026
NAV
7.9%
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.
0.35
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.
0.15%
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 | ₹12.41 L | 5.6% | -18.7% | 16.3% |
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 | 5.6% | 14.4% | 9.4% | -8.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.9% | 7.7% | -0.4% | 16.4% | 0.35 | 0.72 | 99% | — | — |
-14.0%
Max Drawdown
3 mo
Drawdown Duration
1 mo
Recovery Time
-2.3%
Avg Drawdown
Calmar Ratio by Duration
0.56
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +13.54 | 1.07 | 109.5% | 92.1% | 10.0% | -2.9% |
| 3 Years | +5.78 | 1.06 | 110.7% | 94.8% | 6.9% | 1.4% |
| 5 Years | +3.55 | 1.06 | 110.7% | 94.8% | 4.1% | 0.8% |
| 7 Years | +2.63 | 1.06 | 110.7% | 94.8% | 2.9% | 0.6% |
| 10 Years | +1.94 | 1.06 | 110.7% | 94.8% | 2.0% | 0.4% |
| 12 Years | +1.67 | 1.06 | 110.7% | 94.8% | 1.7% | 0.3% |
| 15 Years | +1.40 | 1.06 | 110.7% | 94.8% | 1.3% | 0.3% |