Kotak Nifty Mid Cap 150 Momentum 50 Index Fund Direct Growth

Scheme code: INF174KA1TM7 NAV value: ₹ 8.5470 NAV date: 19 March, 2026 TER: 0.28%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	-9.82	19.29	-0.04	2.30	9.23

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	2.3
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	2.3
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	2.3
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	2.3
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

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 (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,36,045 - Absolute Returns: ₹36,045 - CAGR: %

Max Drawdown

-25.46 %

Drawdown Duration

3 months

Avg Drawdown

-10.96 %

1 Y

0.0903

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	6.89	1.19	125.2	116.9	10.40 %	4.00 %
3 years	-1.38	1.23	122.9	130.0	-5.76 %	-2.33 %
5 years	-0.25	1.23	122.9	130.0	-3.50 %	-1.41 %
7 years	0.25	1.23	122.9	130.0	-2.51 %	-1.01 %
10 years	0.63	1.23	122.9	130.0	-1.76 %	-0.71 %
12 years	0.77	1.23	122.9	130.0	-1.47 %	-0.59 %
15 years	0.91	1.23	122.9	130.0	-1.18 %	-0.47 %