Kotak Nifty Mid Cap 150 Index Fund
Direct · Growth ₹11.06
19 Oct 2026
NAV
7.3%
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.
0.20
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 | ₹12.40 L | 5.7% | -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 | 5.7% | 14.3% | 5.8% | -8.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 7.3% | 7.2% | -0.6% | 16.4% | 0.20 | 0.34 | 96% | — | — |
-14.0%
Max Drawdown
3 mo
Drawdown Duration
1 mo
Recovery Time
-2.5%
Avg Drawdown
Calmar Ratio by Duration
0.52
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +9.65 | 1.03 | 102.7% | 90.1% | 0.0% | -9.2% |
| 3 Years | +4.88 | 1.04 | 106.7% | 94.2% | 4.4% | -0.2% |
| 5 Years | +3.01 | 1.04 | 106.7% | 94.2% | 2.6% | -0.1% |
| 7 Years | +2.21 | 1.04 | 106.7% | 94.2% | 1.9% | -0.1% |
| 10 Years | +1.62 | 1.04 | 106.7% | 94.2% | 1.3% | -0.1% |
| 12 Years | +1.38 | 1.04 | 106.7% | 94.2% | 1.1% | -0.1% |
| 15 Years | +1.15 | 1.04 | 106.7% | 94.2% | 0.9% | -0.1% |