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Kotak Nifty Midcap 150 Index Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Index Funds/ETFs

Returns (NAV as on 17th November, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 10-Nov-25 10159.80 1.60% - 1.13% 295/744
1 Month 17-Oct-25 10319.20 3.19% - 0.99% 77/739
3 Month 14-Aug-25 10681.20 6.81% - 6.19% 149/718
6 Month 16-May-25 10712.00 7.12% - 7.05% 141/680
Since Inception 21-Mar-25 11509.00 15.09% 23.72% 12.35% 203/773

SIP Returns (NAV as on 17th 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 0.72% 3.19% 6.81% 7.12% 0.00% 0.00% 0.00% 0.00% 0.00%
Nifty 50 0.52% 1.18% 5.61% 3.97% 10.02% 10.45% 14.80% 12.34% 15.10%
Benchmark: Nifty Midcap 150 TRI 0.73% 3.28% 7.12% 7.71% 6.94% 12.36% 20.76% 24.79% 26.96%
Category Average 0.24% 0.99% 6.19% 7.05% 10.27% 12.18% 16.48% 16.71% 18.27%
Category Rank 166/730 77/739 149/718 141/680 0/0 0/0 0/0 0/0 0/0
Best in Category 2.59% 11.32% 38.01% 65.95% 81.02% 78.35% 46.90% 55.28% 43.75%
Worst in Category -5.08% -8.96% -3.73% -9.26% -14.83% -12.95% 2.39% 3.37% -74.57%

Best Quarters

Period This Fund Nifty 50 Nifty Midcap 150 TRI Category Average
Q2 - 2025 14.58% 10.15% -- 6.16%
Q2 - 2025 10.57% 10.15% -- 6.16%
Q4 - 2025 5.88% 4.32% -- 3.57%

Worst Quarters

Period This Fund Nifty 50 Nifty Midcap 150 TRI Category Average
Q3 - 2025 -4.20% -3.64% -- -0.01%
Q4 - 2025 5.88% 4.32% -- 3.57%
Q2 - 2025 10.57% 10.15% -- 6.16%
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