Kotak Nifty Mid Cap 150 Momentum 50 Index Fund
Direct · Growth ₹9.04
19 Oct 2026
NAV
3.0%
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.
-0.57
Sharpe
-25.5%
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.
0.28%
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 | ₹12.28 L | 4.2% | -21.5% | 16.4% |
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 | 4.2% | 14.3% | 5.8% | -10.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3.0% | 2.6% | -9.8% | 19.3% | -0.57 | -0.55 | 67% | — | — |
-25.5%
Max Drawdown
3 mo
Drawdown Duration
Not recovered
Recovery Time
-10.4%
Avg Drawdown
Calmar Ratio by Duration
0.12
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +8.36 | 1.09 | 107.2% | 96.5% | -2.3% | -9.2% |
| 3 Years | +0.64 | 1.16 | 115.0% | 114.5% | -3.8% | -2.9% |
| 5 Years | +0.80 | 1.16 | 115.0% | 114.5% | -2.3% | -1.8% |
| 7 Years | +0.86 | 1.16 | 115.0% | 114.5% | -1.6% | -1.3% |
| 10 Years | +0.91 | 1.16 | 115.0% | 114.5% | -1.1% | -0.9% |
| 12 Years | +0.94 | 1.16 | 115.0% | 114.5% | -1.0% | -0.7% |
| 15 Years | +0.96 | 1.16 | 115.0% | 114.5% | -0.8% | -0.6% |