47
Index — Mid CapHold
Kotak Nifty Midcap 150 Index
Kotak · Direct–Growth · rank #10 of 24 by Smart Score
Data updated
Trailing returns
1 Year
4.7%
-0.3% vs index
3 Years
—
5 Years
—
Since launch
12.3%
Year-by-year performance
2026
+3.0%-0.2% vs index
Why this score
Kotak Nifty Midcap 150 Index scores 47/100 — #10 of 24 Index — Mid Cap fund (Hold). It stands out for volatility and expense ratio — beating 85% of peers on volatility. The main drag is its alpha (better than only 18% of peers).
Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.
Volatility16.38 · 85th percentile in category
Alpha-3.19 · 18th percentile in category
Fund size47.05 Cr · 23rd percentile in category
Expense ratio0.39% · 63rd percentile in category
Sharpe ratio0.35 · 44th percentile in category
Sortino ratio0.49 · 44th percentile in category
Top holdings
1.BSE Ltd3.15%
2.The Federal Bank Ltd2.06%
3.Multi Commodity Exchange Of India Ltd2.03%
4.Laurus Labs Ltd1.75%
5.One 97 Communications Ltd1.69%
150 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.