44
Index — Mid CapAvoid
Kotak Nifty Midcap 50 Index
Kotak · Direct–Growth · rank #12 of 24 by Smart Score
Data updated
Trailing returns
1 Year
7.5%
+2.4% vs index
3 Years
—
5 Years
—
Since launch
4.1%
Year-by-year performance
2025
+8.0%+2.2% vs index
2026
+3.8%+0.6% vs index
Why this score
Kotak Nifty Midcap 50 Index scores 44/100 — #12 of 24 Index — Mid Cap fund (Avoid). It stands out for alpha and 1y return — beating 97% of peers on alpha. The main drag is its sharpe ratio (better than only 21% of peers).
Each bar shows the fund's percentile vs Index — Mid Cap peers — a longer bar beats more of the category.
Alpha-0.69 · 97th percentile in category
Sharpe ratio-0.14 · 21st percentile in category
Sortino ratio-0.19 · 21st percentile in category
Volatility17.38 · 26th percentile in category
1Y return7.46% · 92nd percentile in category
Fund size86.47 Cr · 31st percentile in category
Top holdings
1.BSE Ltd5.66%
2.The Federal Bank Ltd3.71%
3.Multi Commodity Exchange Of India Ltd3.66%
4.Laurus Labs Ltd3.15%
5.One 97 Communications Ltd3.05%
50 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.