Kotak Midcap Fund

Review Date: 09-09-2026

Beginning of Analysis

In the Mid Cap Fund category, Kotak Midcap Fund is the 4th ranked fund. The category has total 24 funds. The 5 star rating shows an excellent past performance of the Kotak Midcap Fund in Mid Cap Fund. The fund has a Jensen Alpha of 0.76% which is higher than the category average of -0.72%. Here the fund has shown good performance in terms of risk adjusted returns. The fund has a Sharpe Ratio of 0.74 which is higher than the category average of 0.7.
The past performance of the fund may or may not be sustained in the future. The review is not investment advice nor is it a recommendation to buy or sell funds. The ranking is based on proprietary methodology developed by bmsmoney. The methodology is based on the past performance of the funds and does not guarantee future performance.
Mid Cap Mutual Funds are ideal for aggressive investors seeking higher returns by investing in mid-cap companies with significant growth potential. These funds invest primarily in companies ranked 101st to 250th by market capitalization, offering a portfolio of high-growth stocks. While they provide the potential for significant capital appreciation, they also carry higher risks due to the volatility of mid-cap stocks. Investors should have a long-term investment horizon and a high risk tolerance to invest in these funds. Additionally, the success of these funds depends on the fund manager's ability to identify and manage high-growth mid-cap stocks effectively.

Kotak Midcap Fund Return Analysis

The Kotak Midcap Fund has delivered a mixed performance across various time horizons, showcasing both strengths and challenges when compared to its Mid Cap Fund peers and the Nifty Midcap 150 TRI benchmark. This analysis examines the fund’s returns over periods ranging from one month to ten years, alongside its Systematic Investment Plan (SIP) performance, highlighting its rankings within the Mid Cap Fund category and its ability to outperform or underperform the benchmark and category averages.

• The fund has given a return of -0.9%, 5.15 and 12.64 in last one, three and six months respectively. In the same period the category average return was -0.71%, 6.38% and 14.15% respectively.
• Kotak Midcap Fund has given a return of 8.4% in last one year. In the same period the Nifty Midcap 150 TRI return was 8.61%. The fund has given 0.21% less return than the benchmark return.
• The fund has given a return of 17.08% in last three years and rank 11th out of twenty seven funds in the category. In the same period the Nifty Midcap 150 TRI return was 14.7%. The fund has given 2.38% more return than the benchmark return.
• Kotak Midcap Fund has given a return of 16.97% in last five years and category average returns is 15.79% in same period. The fund ranked 8th out of twenty one funds in the category. In the same period the Nifty Midcap 150 TRI return was 16.63%. The fund has given 0.34% more return than the benchmark return.
• The fund has given a return of 17.98% in last ten years and ranked 4th out of sixteen funds in the category. In the same period the Nifty Midcap 150 TRI return was 17.05%. The fund has given 0.93% more return than the benchmark return.
• The fund has given a SIP return of 12.44% in last one year whereas category average SIP return is 14.7%. The fund one year return rank in the category is 18th in 28 funds
• The fund has SIP return of 13.36% in last three years and ranks 10th in 26 funds. HSBC Mid Cap Fund has given the highest SIP return (21.14%) in the category in last three years.
• The fund has SIP return of 17.51% in last five years whereas category average SIP return is 16.42%.

Kotak Midcap Fund Risk Analysis

• The fund has a standard deviation of 17.85 and semi deviation of 13.38. The category average standard deviation is 17.69 and semi deviation is 13.11.
• The fund has a Value at Risk (VaR) of -31.82 and a maximum drawdown of -20.37. The category average VaR is -28.11 and the maximum drawdown is -20.75. The fund has a beta of 0.88 which shows that fund is less volatile than the benchmark.

Standard deviation measures the fund's return volatility and Semi deviation focuses on downside volatility. Value at Risk (VaR) is a measure of the risk of investments. Maximum Drawdown is the maximum loss from a peak to a trough of a portfolio. Beta measures the volatility of the fund compared to the benchmark. A beta of 1 indicates that the fund will move in line with the benchmark. A beta of more than 1 indicates that the fund will be more volatile than the benchmark and vice versa.

Very Good Performance in Mid Cap Fund Category

Good Performance in Mid Cap Fund Category

Poor Performance in Mid Cap Fund Category

Very Poor Performance in Mid Cap Fund Category

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Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization