Kotak Nifty Mid Cap 50 Index Fund
Direct · Growth ₹10.98
06 Jul 2026
NAV
8.3%
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.
0.27
Sharpe
-20.4%
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 | ₹12.63 L | 10.8% | -17.6% | 25.7% |
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 | 10.8% | 14.5% | 9.1% | -3.6% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.3% | 8.6% | -6.3% | 22.4% | 0.27 | 0.47 | 86% | — | — |
-20.4%
Max Drawdown
5 mo
Drawdown Duration
8 mo
Recovery Time
-5.5%
Avg Drawdown
Calmar Ratio by Duration
0.41
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +12.30 | 1.11 | 117.5% | 101.9% | 7.8% | -3.4% |
| 3 Years | +4.36 | 1.10 | 115.7% | 106.9% | 2.8% | -0.8% |
| 5 Years | +2.87 | 1.10 | 115.7% | 106.9% | 1.7% | -0.5% |
| 7 Years | +2.24 | 1.10 | 115.7% | 106.9% | 1.2% | -0.3% |
| 10 Years | +1.77 | 1.10 | 115.7% | 106.9% | 0.8% | -0.2% |
| 12 Years | +1.59 | 1.10 | 115.7% | 106.9% | 0.7% | -0.2% |
| 15 Years | +1.41 | 1.10 | 115.7% | 106.9% | 0.6% | -0.2% |