Home› Funds› KOTAK NIFTY MIDCAP 150 INDEX FUND-REGULAR PLAN-IDC

KOTAK NIFTY MIDCAP 150 INDEX FUND-REGULAR PLAN-IDCW PAYOUT AND REINVESTMENT

Kotak · Mid Cap
High
₹10.51
Current NAV
23 Oct 2026
-6.4%
1Y Return
25.9%
3Y CAGR
22.9%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Highly cost-efficient with a low expense ratio of 0.99%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.39).
  • Generates significant excess returns relative to benchmark index (Alpha: 6.39).
  • Very large asset base (AUM: ₹23,440 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Systematic investments (SIP) for long-term target goal-based planning.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.39
Sharpe Ratio
0.99
Beta
6.39
Alpha
1.93
Sortino
Fund Details
Fund House Kotak
Category Mid Cap
AUM ₹23440 Cr
Expense Ratio 0.99%
Min SIP ₹500
Min Lumpsum ₹1000
SIP Calculator Compare Funds
Similar Funds in Mid Cap
DSP Nifty Midcap 150 Index Fund - Regular - Growth
DSP
₹9.35 44.1%
The Wealth Company Large & Mid Cap Fund Regular Growth
The Wealth Company Large & Mid Cap
₹9.20 43.8%
TRUSTMF MID CAP FUND -REGULAR-GROWTH
Trust
₹10.94 43.2%
Edelweiss Nifty LargeMidcap 250 Plus 8-13 yr G-Sec 70-30 Index Fund Direct Plan Growth
Edelweiss
₹10.10 43.0%