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Kotak Nifty Midcap 150 ETF
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 54/100 · Average
How this score is calculated
- Star rating (35%)2/5
- 3Y CAGR (30%)—
- Expense ratio (20%)0.8369%
- AUM (15%)₹443 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Kotak Mahindra Mutual Fund · Equity · Mid Cap
₹9.82
AUM: ₹442 Cr
NAV updated 29 days ago
Plan
Direct
Option
Growth
Risk
Very High
Expense Ratio
0.8369%
Exit Load
Nil
Fund Manager
Devender Singhal
Inception
Oct 2024
Benchmark
NIFTY Midcap 150 Momentum 50 Total Return Index
Sharpe Ratio
0.45
Std Dev (1Y)
16.39%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+4.95%
3m
+1.3%
6m
+5.31%
1y
+8.66%
3y
—
5y
—
10y
—
since inception
+16.98%
TopFund's Take on Kotak Nifty Midcap 150 ETF
Kotak Nifty Midcap 150 ETF sits in the middle of the pack for Mid Cap funds, currently carrying a 2-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 54/100.
Cost: At 0.8369%, the expense ratio is roughly in line with the Mid Cap category average of 0.77% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.45 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 16.39% is fairly typical for Mid Cap funds.
Who should invest: This fund is best suited to investors with a 5+ year horizon comfortable with meaningfully higher volatility than large cap funds. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Kotak Nifty Midcap 150 ETF
The current NAV (Net Asset Value) of Kotak Nifty Midcap 150 ETF is ₹9.82. NAV is updated every business day after market close by AMFI.
1Y: 8.66%
The expense ratio of Kotak Nifty Midcap 150 ETF is 0.8369% per annum. This is the annual fee charged by the fund to manage your investment.
Kotak Nifty Midcap 150 ETF is managed by Devender Singhal at Kotak Mahindra Mutual Fund.
Kotak Nifty Midcap 150 ETF is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Yes, Kotak Nifty Midcap 150 ETF is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Kotak Nifty Midcap 150 ETF with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Kotak Nifty Midcap 150 ETF is ₹443 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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