Overview / Mutual Fund Discovery / Open Ended Schemes ( Other Scheme - Index Funds ) / AMFI 152918

Kotak Nifty Midcap 150 Momentum 50 Index Fund-Regular Plan-Growth

Kotak Mahindra Mutual Fund • Open Ended Schemes ( Other Scheme - Index Funds ) • Regular Plan • Growth

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹9.3430
AMFI Code / ISIN
152918 / INF174KA1TP0
Category Peer Standing
#962 of 1080 ranked peers in Open Ended Schemes ( Other Scheme - Index Funds ) by 3Y Sortino
Historical Track
2024-10-11 to 2026-11-09 (513 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
-0.12% p.a.
3Y CAGR
N/A
5Y CAGR
N/A
10Y CAGR
N/A
Since Inception CAGR
-3.86% p.a.
Sortino Ratio (3Y)
-0.71
Sharpe Ratio (3Y)
-0.53
Calmar Ratio
-0.15
Annualized Volatility (3Y)
+19.57%
Maximum Drawdown
-25.58%
1Y / 3Y / 5Y Rolling Mean CAGR
+1.82% / N/A / N/A

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

Related Open Ended Schemes ( Other Scheme - Index Funds ) Funds