Kotak Nifty Mid Cap 150 Index Fund Direct Growth

Scheme code: INF174KA1VQ4 NAV value: ₹ 10.3270 NAV date: 19 March, 2026 TER: 0.00%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Not enough data to compute

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: ₹12,29,294 - Absolute Returns: ₹29,294 - CAGR: %

Drawdown Metrics

Max Drawdown

-10.77 %

Drawdown Duration

2 months

Avg Drawdown

-2.07 %

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 4.61 1.08 112.8 105.5 5.23 % 1.05 %
3 years 1.85 1.08 112.8 105.5 1.72 % 0.35 %
5 years 1.31 1.08 112.8 105.5 1.03 % 0.21 %
7 years 1.08 1.08 112.8 105.5 0.73 % 0.15 %
10 years 0.91 1.08 112.8 105.5 0.51 % 0.10 %
12 years 0.84 1.08 112.8 105.5 0.43 % 0.09 %
15 years 0.77 1.08 112.8 105.5 0.34 % 0.07 %