56
Mid CapHold
Kotak Midcap
Kotak · Direct–Growth · rank #15 of 34 by Smart Score
Data updated
Trailing returns
1 Year
4.6%
-0.4% vs index
3 Years
17.7%
+2.5% vs index
5 Years
16.6%
+0.8% vs index
Since launch
19.9%
Year-by-year performance
2025
+8.0%+2.2% vs index
2026
+3.8%+0.6% vs index
Why this score
Kotak Midcap scores 56/100 — #15 of 34 Mid Cap fund (Hold). It stands out for expense ratio and fund size — beating 96% of peers on expense ratio. The main drag is its sortino ratio (better than only 5% of peers).
Each bar shows the fund's percentile vs Mid Cap peers — a longer bar beats more of the category.
Expense ratio0.51% · 96th percentile in category
Fund size71256.26 Cr · 96th percentile in category
Sortino ratio-0.19 · 5th percentile in category
Volatility17.80 · 29th percentile in category
3Y return17.71% · 58th percentile in category
Sharpe ratio0.79 · 63rd percentile in category