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ETF📊 NIFTY 50 Midcap Index TRI

Kotak Nifty Midcap 50 ETF · Regular · Growth

Kotak Mahindra Mutual Fund

#57 of 232 (1Y)

NAV

₹18.0175

as of 17 Jun 2026

Expense Ratio

see scheme documents

AUM

₹162 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
+7.81%
3Y
+21.86%
5Y
Since Inception
+19.14%

SIP returns (XIRR)

1Y
+12.99%
3Y
+14.05%
5Y
Since Inception
+19.10%

SIP since inception — what ₹0.01/month became

Real NAV backtest from day one

₹1

Invested

₹1

Value today

17.0%

XIRR (p.a.)

0.01/month SIP from fund inception · Current value as of today

Try SIP Calculator with this fund's history

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹12,59,079

Value today

+2.3%

vs lumpsum

STP beat direct lumpsum by 2.3% — reduced timing risk paid off

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

0.15

Sharpe Ratio

Alpha

Beta

0.14

Sortino

18.82%

Std Dev

-16.56%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseKotak Mahindra Mutual Fund
CategoryETF
BenchmarkNIFTY 50 Midcap Index TRI
Launch Date04 Feb 2022
AMFI Code149757

Investment Objective

Kotak Nifty Midcap 50 ETF · Regular · Growth is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.

About This Fund

Kotak Nifty Midcap 50 ETF · Regular · Growth is a ETF mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 4 years. It manages assets worth ₹162 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against NIFTY 50 Midcap Index TRI.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations