Kotak Nifty Mid Cap 50 Index Fund
Direct · Growth ₹10.32
19 Oct 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.
0.34
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 | ₹12.65 L | 10.7% | -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 | 10.7% | 14.3% | 5.8% | -3.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.6% | 8.9% | -6.3% | 22.4% | 0.34 | 0.60 | 89% | — | — |
-20.4%
Max Drawdown
5 mo
Drawdown Duration
8 mo
Recovery Time
-5.2%
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 | +12.18 | 1.05 | 106.9% | 90.8% | -0.1% | -11.4% |
| 3 Years | +3.76 | 1.08 | 110.9% | 103.8% | 0.4% | -2.6% |
| 5 Years | +2.48 | 1.08 | 110.9% | 103.8% | 0.2% | -1.6% |
| 7 Years | +1.93 | 1.08 | 110.9% | 103.8% | 0.1% | -1.1% |
| 10 Years | +1.51 | 1.08 | 110.9% | 103.8% | 0.1% | -0.8% |
| 12 Years | +1.35 | 1.08 | 110.9% | 103.8% | 0.1% | -0.7% |
| 15 Years | +1.19 | 1.08 | 110.9% | 103.8% | 0.1% | -0.5% |