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Kotak Nifty Midcap 150 Index Fund - Direct Plan - Growth

  • Regular
  • Direct
Category : Index Funds/ETFs

Returns (NAV as on 06th November, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 30-Oct-25 9898.90 -1.01% - -0.85% 171/353
1 Month 06-Oct-25 10172.60 1.73% - 1.16% 100/351
3 Month 06-Aug-25 10391.40 3.91% - 3.35% 129/336
6 Month 06-May-25 11163.10 11.63% - 6.79% 53/315
Since Inception 21-Mar-25 11258.00 12.58% 20.69% 9.70% 115/341

SIP Returns (NAV as on 06th November, 2025)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
No Data Found

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund -0.95% 1.73% 3.91% 11.63% 0.00% 0.00% 0.00% 0.00% 0.00%
Nifty 50 -0.34% 1.72% 3.81% 4.64% 7.89% 4.19% 14.61% 12.05% 15.77%
Benchmark: Nifty Midcap 150 TRI -0.94% 1.78% 4.07% 12.04% 4.25% 3.53% 21.76% 22.97% 27.48%
Category Average -0.48% 1.16% 3.35% 6.79% 5.74% 4.11% 14.22% 14.33% 18.44%
Category Rank 285/349 100/351 129/336 53/315 0/0 0/0 0/0 0/0 0/0
Best in Category 0.90% 8.53% 20.07% 34.52% 56.33% 52.49% 33.83% 35.99% 27.67%
Worst in Category -2.28% -3.23% -3.66% -0.98% -16.76% -14.24% 7.24% 7.24% 15.16%

Best Quarters

Period This Fund Nifty 50 Nifty Midcap 150 TRI Category Average
Q2 - 2025 14.71% 10.15% -- 5.81%
Q4 - 2025 3.30% 2.71% -- 2.54%
Q3 - 2025 -4.08% -3.64% -- -0.91%

Worst Quarters

Period This Fund Nifty 50 Nifty Midcap 150 TRI Category Average
Q2 - 2025 14.71% 10.15% -- 5.81%
Q3 - 2025 -4.08% -3.64% -- -0.91%
Q4 - 2025 3.30% 2.71% -- 2.54%

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