Kotak Nifty Midcap 50 ETF · Regular · Growth
NAV
₹18.3576
as of 14 Jul 2026
Expense Ratio
—
see scheme documents
AUM
₹162 Cr
Lumpsum returns (CAGR)
- 1Y
- +8.64%
- 3Y
- +20.70%
- 5Y
- —
- Since Inception
- +19.29%
SIP returns (XIRR)
- 1Y
- +15.58%
- 3Y
- +14.08%
- 5Y
- —
- Since Inception
- +19.37%
What history actually did — last 4 years (Jul 2022 – Jul 2026)
A ₹5,000 monthly SIP for the last 4 years (Jul 2022 – Jul 2026)
Real NAV backtest
A ₹5,000 monthly SIP would be worth ₹3,40,344 today — ₹2,40,000 invested, 18.3% XIRR.
₹2,40,000
Invested
₹3,40,344
Value today
18.3%
XIRR (p.a.)
A ₹1,00,000 lumpsum, the last 4 years (Jul 2022 – Jul 2026)
Real NAV backtest
₹1,00,000 invested 4 years ago would be ₹2,36,256 today (24.0% CAGR).
Buying the worst day
Real NAV backtest
₹1,00,000 invested on the worst market day of the last 4 years (Jul 2022 – Jul 2026) (3 Jun 2024) would be ₹1,21,524 today (1.22×).
Historical simulation using actual published NAVs for the stated period. Past performance may or may not be sustained in the future. Not investment advice.
Risk Metrics
Trailing 1 year, annualised0.47
Sharpe Ratio
—
Alpha
—
Beta
0.46
Sortino
18.15%
Std Dev
-14.43%
Max Drawdown
Performance Comparison
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Fund Details
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