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Kotak Nifty Midcap 150 Momentum 50 Index Fund-Direct Plan-IDCW option

Kotak · Mid Cap
High
₹8.59
Current NAV
23 Oct 2026
-8.1%
1Y Return
22.0%
3Y CAGR
24.0%
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 0.8%.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.50).
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
1.50
Sharpe Ratio
1.40
Beta
-2.00
Alpha
1.80
Sortino
Fund Details
Fund House Kotak
Category Mid Cap
AUM ₹2550 Cr
Expense Ratio 0.80%
Min SIP ₹500
Min Lumpsum ₹1000
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