Kotak Nifty Mid Cap 50 Index Fund
Direct · Growth ₹11.21
18 Aug 2026
NAV
8.6%
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.
0.33
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.
0.25%
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 | ₹12.66 L | 11.2% | -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 | 11.2% | 14.4% | 9.4% | -3.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.6% | 8.9% | -6.3% | 22.4% | 0.33 | 0.58 | 87% | — | — |
-20.4%
Max Drawdown
5 mo
Drawdown Duration
8 mo
Recovery Time
-5.3%
Avg Drawdown
Calmar Ratio by Duration
0.42
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +16.72 | 1.08 | 114.8% | 93.6% | 13.0% | -2.9% |
| 3 Years | +4.79 | 1.10 | 114.5% | 105.1% | 3.2% | -0.9% |
| 5 Years | +3.11 | 1.10 | 114.5% | 105.1% | 1.9% | -0.5% |
| 7 Years | +2.39 | 1.10 | 114.5% | 105.1% | 1.4% | -0.4% |
| 10 Years | +1.87 | 1.10 | 114.5% | 105.1% | 0.9% | -0.3% |
| 12 Years | +1.66 | 1.10 | 114.5% | 105.1% | 0.8% | -0.2% |
| 15 Years | +1.46 | 1.10 | 114.5% | 105.1% | 0.6% | -0.2% |