Kotak Mid Cap Fund Direct Growth

Scheme code: INF174K01LT0 NAV value: ₹ 146.4040 NAV date: 19 March, 2026 TER: 0.00%

Fund option: Direct Fund type: Growth

Asset class: Equity Asset category: Mid Cap Fund

Rolling returns

Summary

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-25.74	110.63	19.13	26.09	15.28
3 year	-5.88	48.27	22.97	21.98	21.43
5 year	2.93	35.20	20.40	20.80	18.96
7 year	14.18	25.69	19.54	19.72	16.98
10 year	16.68	26.33	21.29	21.47	18.56
12 year	21.10	25.98	23.31	23.39	20.58

Comparison vs benchmark returns

Index

Metrics

NIFTY MIDCAP 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.67	29.34	7.42	26.09
3 year	15.3	43.58	27.78	21.98
5 year	7.91	39.21	20.09	20.8
7 year	13.5	21.86	17.81	19.72
10 year	16.87	18.91	17.89	21.47

NIFTY MIDCAP 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.33	28.08	6.29	26.09
3 year	14.23	41.28	26.95	21.98
5 year	6.48	37.55	19	20.8
7 year	12.21	21.09	16.46	19.72
10 year	15.45	17.15	16.3	21.47

NIFTY MIDCAP 150

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.16	27.36	5.68	26.09
3 year	13.61	40.17	26.17	21.98
5 year	8.66	36.78	20.21	20.8
7 year	13.58	21.55	17.84	19.72
10 year	-2.62	18.41	4.88	21.47
12 year	5.38	16.18	11.75	23.39
15 year	8.06	15.35	11.83

NIFTY MIDCAP150 MOMENTUM 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-14.61	26.07	0.25	26.09
3 year	14.52	42.73	29.83	21.98
5 year	12.34	40.38	25.7	20.8
7 year	17.57	27.09	22.54	19.72
10 year	20.31	22.09	21.2	21.47

NIFTY MIDCAP150 QUALITY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-9.9	19.63	1.22	26.09
3 year	4.76	26.92	14.86	21.98
5 year	6.69	25.56	15.33	20.8
7 year	8.9	16.84	13.58	19.72
10 year	12.86	14.33	13.59	21.47

SIP rolling returns

Summary

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Comparison vs benchmark returns

Index	Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹13,25,946 - Absolute Returns: ₹1,25,946 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹49,45,789 - Absolute Returns: ₹13,45,789 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹1,01,21,687 - Absolute Returns: ₹41,21,687 - CAGR: %

SIP return for 7 year

- Total Invested Amount: ₹84,00,000 - Final Portfolio Value: ₹1,73,73,626 - Absolute Returns: ₹89,73,626 - CAGR: %

SIP return for 10 year

- Total Invested Amount: ₹1,20,00,000 - Final Portfolio Value: ₹3,59,68,227 - Absolute Returns: ₹2,39,68,227 - CAGR: %

SIP return for 12 year

- Total Invested Amount: ₹1,44,00,000 - Final Portfolio Value: ₹5,67,77,821 - Absolute Returns: ₹4,23,77,821 - CAGR: %

Drawdown Metrics

Max Drawdown

-35.97 %

Drawdown Duration

2 months

Recovery Time

8 months

Avg Drawdown

-5.86 %

Calmar Ratio by Duration

1 Y

0.7253

3 Y

0.611

5 Y

0.5782

7 Y

0.5482

10 Y

0.5969

12 Y

0.6502

Benchmark Comparison

vs NIFTY MIDCAP 150

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	2.40	0.91	91.6	88.4	13.68 %	11.76 %
3 years	0.95	0.89	89.0	87.1	20.58 %	21.26 %
5 years	2.58	0.85	86.6	83.4	18.20 %	17.22 %
7 years	3.57	0.87	87.3	83.3	20.01 %	17.96 %
10 years	3.51	0.85	85.5	81.1	19.39 %	17.53 %
12 years	2.71	0.85	85.5	81.1	15.91 %	14.38 %
15 years	1.92	0.85	85.5	81.1	12.54 %	11.35 %