16
Index — Mid CapAvoid
Kotak Nifty Midcap 150 Momentum 50 Index
Kotak · Direct–Growth · rank #23 of 24 by Smart Score
Data updated
Trailing returns
1 Year
2.7%
-2.4% vs index
3 Years
—
5 Years
—
Since launch
-2.9%
Year-by-year performance
2025
-4.1%-9.9% vs index
2026
+2.5%-0.7% vs index
Why this score
Kotak Nifty Midcap 150 Momentum 50 Index scores 16/100 — #23 of 24 Index — Mid Cap fund (Avoid). The main drag is its sharpe ratio (better than only 3% of peers).
Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.
Sharpe ratio-0.48 · 3rd percentile in category
Sortino ratio-0.64 · 3rd percentile in category
Alpha-6.79 · 3rd percentile in category
Volatility19.70 · 15th percentile in category
Expense ratio0.84% · 20th percentile in category
1Y return2.66% · 13th percentile in category
Top holdings
1.Laurus Labs Ltd6.31%
2.Multi Commodity Exchange Of India Ltd5.74%
3.The Federal Bank Ltd4.81%
4.Bharat Heavy Electricals Ltd4.42%
5.GE T&D India Ltd4.22%
50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.