Kotak Nifty Midcap 150 Momentum 50 Index Fund
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -3.84% | -7.88% | -6.76% | -6.49% | -6.67% | – | – | – | – |
NAV history
About this fund
Kotak Nifty Midcap 150 Momentum 50 Index Fund is a passive index fund/ETF offered by Kotak Mahindra Mutual Fund, classified under Index/ETF as Other Scheme - Index Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹8.77, with assets under management of about ₹402 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Kotak Nifty Midcap 150 Momentum 50 Index Fund has recorded a return of about -6.7%. Its annualised volatility is 19.6% — relatively large fluctuations — and its Sharpe ratio is -0.67, a measure of return per unit of risk taken.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 2.90 | 2.48 | -9.82 | 21.10 | 68% | 10% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Baroda BNP Paribas Nifty200 Momentum 30 Index Fund Other Scheme - Index Funds | -7.54 | -8.36 | -9.43 | -12.59 | – | – | – | 0.37 |
| ICICI Prudential Nifty200 Value 30 Index Fund Other Scheme - Index Funds | -4.90 | -8.29 | -12.40 | 2.32 | – | – | – | 0.32 |
| Tata Nifty Capital Markets Index Fund Other Scheme - Index Funds | -4.15 | -5.00 | -3.17 | 8.94 | – | – | – | 0.39 |
| Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Other Scheme - Index Funds | -7.68 | -7.51 | -9.48 | -10.91 | – | – | – | 0.33 |
| Bandhan Nifty 500 Value 50 Index Fund Other Scheme - Index Funds | -5.99 | -8.00 | -11.67 | 0.99 | – | – | – | 0.31 |
| Nippon India CRISIL - IBX AAA Financial Services - Dec 2026 Index Fund Other Scheme - Index Funds | 0.41 | 1.67 | 3.32 | 6.63 | – | – | – | 0.13 |
| Nippon India CRISIL - IBX AAA Financial Services - Jan 2028 Index Fund Other Scheme - Index Funds | 0.01 | 1.09 | 2.66 | 5.35 | – | – | – | 0.13 |
| Baroda BNP Paribas Nifty Midcap 150 Index Fund Other Scheme - Index Funds | -7.88 | -8.37 | -5.38 | -4.27 | – | – | – | 0.33 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Kotak Long Term Fund Income/Debt Oriented Schemes - Long Term Fund | -2.55 | -3.14 | -0.40 | -1.48 | – | – | – | – |
| Kotak Special Opportunities Fund Sectoral/Thematic - Special Situations | -9.45 | -1.50 | 7.67 | 7.06 | – | – | – | – |
| Kotak MNC Fund Sectoral/Thematic - MNC | -8.48 | -6.54 | 0.09 | 7.49 | – | – | – | – |
| Kotak Transportation & Logistics Fund Sectoral/Thematic - Auto/Transport | -7.41 | 0.76 | 2.64 | -1.61 | – | – | – | – |
| Kotak Energy Opportunities Fund Sectoral/Thematic - Energy/Power | -7.32 | -7.96 | -10.13 | -4.19 | – | – | – | – |
| Kotak Active Momentum Fund Equity Scheme - Sectoral/Thematic | -7.84 | -6.73 | -3.01 | -1.33 | – | – | – | – |
| Kotak Gold Silver Passive FOF Other Scheme - FoF Domestic | -10.31 | -6.90 | -13.52 | – | – | – | – | – |
| Kotak Rural Opportunities Fund Equity Scheme - Sectoral/Thematic | -4.65 | -8.15 | -9.91 | – | – | – | – | – |