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MF_119775

Kotak Mid Cap Fund - Direct Plan - Growth

Equity Schemes - Mid Cap Fund

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End Amount
₹110,312.41
Initial: ₹10000.0 (Lumpsum)
Annualized Return (CAGR)
18.96%
MF_119775 Return
Benchmark CAGR
11.55%
Nifty 50
Inflation Adj. CAGR
13.45%
Real Annualized Return
Alpha
0.08
Excess Return vs Benchmark
Beta
1.01
Volatility vs Benchmark
Sharpe Ratio
0.74
Risk-Adjusted Return
Sortino Ratio
1.11
Downside Risk-Adjusted
Parameters (amount, dates, benchmark) can be changed by clicking the Change Settings button or dropdown above. Click to expand
₹
Capital is parked in this source symbol and transferred monthly into the target.
Interval in months to rebalance portfolio constituents (for portfolio strategies).
Calculate and show 3Yr, 5Yr, 7Yr, and 10Yr rolling monthly return correlations across symbols (disabled by default for faster backtests).
Performance Chart
Win Ratios against Benchmark: Nifty 50
Period Win Ratio (%) Avg Win over Benchmark (%) Avg Loss over Benchmark (%)
30 days 61% 46% 29%
60 days 63% 33% 19%
90 days 66% 28% 16%
180 days 71% 21% 10%
1Yr 81% 15% 8%
3Yr 82% 11% 3%
5Yr 100% 7% 0%
7Yr 100% 7% 0%
10Yr 100% 8% 0%
Rolling Returns Annualized % Comparison Format: Current Value | 2.5th Pct | Median Value | 97.5th Pct
Period Kotak Mid Cap Fund - Direct Plan - Growth Nifty 50
30 days -36.9% | -70.4% | 28.9% | 268.1% 26.6% | -61.9% | 14.2% | 180.7%
60 days -50.6% | -59.8% | 25.3% | 177.0% -23.0% | -45.3% | 16.8% | 120.0%
90 days -35.3% | -52.2% | 22.0% | 154.2% -25.0% | -37.7% | 15.4% | 102.4%
1 Year -4.5% | -11.7% | 17.7% | 96.8% -10.0% | -14.9% | 12.3% | 55.8%
3 Years 15.0% | 0.4% | 22.6% | 41.0% 7.7% | 3.5% | 13.4% | 23.9%
5 Years 14.2% | 7.4% | 19.6% | 32.4% 6.4% | 4.9% | 13.7% | 21.6%
7 Years 20.2% | 15.7% | 19.9% | 24.1% 11.2% | 8.2% | 13.4% | 15.7%
10 Years 16.4% | 17.0% | 20.3% | 25.5% 11.7% | 11.3% | 13.3% | 15.0%
Periods of Negative Return (Drawdowns) 19 Periods
Start Date End Date Duration Max Drop (%) Benchmark & Other Symbols Max Drop Start Value Min Value End Value
Jan. 8, 2013 April 2, 2014 449 days 31% Nifty 50: 11% 10122 6988 10201
Dec. 5, 2014 Dec. 27, 2014 22 days 5% Nifty 50: 6% 17442 16510 17452
Jan. 28, 2015 Feb. 28, 2015 31 days 5% Nifty 50: 4% 18777 17822 18918
April 13, 2015 July 16, 2015 94 days 9% Nifty 50: 10% 19545 17736 19589
Aug. 5, 2015 June 1, 2016 301 days 18% Nifty 50: 18% 20261 16554 20299
Oct. 25, 2016 Feb. 3, 2017 101 days 13% Nifty 50: 9% 24316 21145 24332
May 16, 2017 July 5, 2017 50 days 5% Nifty 50: 2% 27461 26043 27597
Jan. 8, 2018 Jan. 14, 2020 736 days 21% Nifty 50: 6% 32267 25450 32410
Feb. 7, 2020 Nov. 12, 2020 279 days 36% Nifty 50: 37% 33876 21690 33913
March 4, 2021 April 8, 2021 35 days 5% Nifty 50: 5% 45941 43506 46054
Oct. 18, 2021 Jan. 12, 2022 86 days 7% Nifty 50: 10% 59136 54897 59631
Jan. 17, 2022 Aug. 13, 2022 208 days 16% Nifty 50: 16% 60174 50353 60533
Sept. 15, 2022 May 25, 2023 252 days 7% Nifty 50: 6% 63222 58502 63374
Sept. 11, 2023 Nov. 14, 2023 64 days 5% Nifty 50: 6% 75768 71771 75853
July 31, 2024 Aug. 27, 2024 27 days 6% Nifty 50: 4% 108222 102007 108486
Oct. 1, 2024 Dec. 3, 2024 63 days 7% Nifty 50: 9% 111985 104463 112264
Dec. 16, 2024 July 16, 2025 212 days 21% Nifty 50: 10% 112791 89251 112916
Oct. 29, 2025 April 25, 2026 178 days 13% Nifty 50: 14% 115848 100756 116173
Aug. 27, 2026 Oct. 30, 2026 64 days 13% Nifty 50: 8% 123970 107390 110312