Kotak Nifty Midcap 150 ETF-Growth
Equity: Mid Cap - Growth (Open ended) Factsheet
SEBI Riskometer: Very HighCategory: Equity: Mid CapBenchmark: NIFTY Midcap 150 Total Return IndexCheck Portfolio Overlap →
₹23.49-0.46%
07 Sept 2026
Tracking Difference
Annualised return gap between Kotak Nifty Midcap 150 ETF-Growth and its benchmark index over 1Y, 3Y, 5Y and 10Y periods, compared to the average of all funds tracking the same benchmark.
| Name | 1 Y | 3 Y | 5 Y | 10 Y |
|---|---|---|---|---|
| Fund | -0.18% | - | - | - |
| Avg. of funds with same benchmark | -0.18% | - | - | - |
Rolling Returns Analysis
Rolling annualized returns of Kotak Nifty Midcap 150 ETF-Growth across 1Y, 3Y and 5Y windows — average, best, worst returns and percentage of positive return periods.
| Metric | 1 Yr Rolling Returns | 3 Yr Rolling Returns | 5 Yr Rolling Returns | 7 Yr Rolling Returns |
|---|---|---|---|---|
| Analysis period | 06 Apr, 2026 - 07 Sep, 2026 | - | - | - |
| Average returns | 9.15% | - | - | - |
| Standard deviation | 3.87% | - | - | - |
| Best returns | 21.13% 1 year ending on 17 Apr, 2026 | - | - | - |
| Worst returns | 1.70% 1 year ending on 11 Jun, 2026 | - | - | - |
| Period with positive return | 100.00% | - | - | - |
| Period with return > 5% | 86.92% | - | - | - |
| Period with return > 10% | 42.99% | - | - | - |
| Period with return > 15% | 7.48% | - | - | - |
| Beat % Category | 66.36% | - | - | - |
| Beat % Benchmark | 3.74% | - | - | - |
Trailing Returns
Point-to-point returns of Kotak Nifty Midcap 150 ETF-Growth vs category average for YTD, 1M, 6M, 1Y, 3Y, 5Y and 10Y periods — with category rank and total funds count.
0%
5%
10%
15%
4.0%
5.8%
4.0%
YTD
-1.2%
-0.7%
-1.2%
1 M
9.2%
10.5%
9.2%
6 M
9.4%
9.3%
9.2%
1 Y
15.0%
15.6%
3 Y
15.1%
16.9%
5 Y
15.3%
17.1%
10 Y
Fund
Equity: Mid Cap
NIFTY Midcap 150 Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 3.96% | -1.24% | 9.17% | 9.39% | - | - | - | 15.10% |
| Equity: Mid Cap | 5.81% | -0.70% | 10.48% | 9.25% | 14.98% | 15.13% | 15.31% | - |
| NIFTY Midcap 150 Total Return Index | 4.03% | -1.24% | 9.24% | 9.16% | 15.58% | 16.87% | 17.09% | - |
| Rank in category | 36 | 37 | 31 | 24 | - | - | - | - |
| Funds in category | 60 | 64 | 61 | 55 | 45 | 32 | 21 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Kotak Nifty Midcap 150 ETF-Growth. Toggle between bar chart and table view to analyse periodic performance trends.
Historical Performance
Track NAV movement and cumulative returns of Kotak Nifty Midcap 150 ETF-Growth across 1M, 6M, 1Y, 3Y, 5Y and since-inception periods. Compare SIP and lumpsum growth over time.
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Frequently Asked Questions
What are the 1-year returns of Kotak Nifty Midcap 150 ETF-Growth?
Kotak Nifty Midcap 150 ETF-Growth has delivered a 1-year return of 9.39% as of 6 Sep 2026. During the same period, its benchmark NIFTY Midcap 150 Total Return Index returned 9.16%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of Kotak Nifty Midcap 150 ETF-Growth?
The 3-year CAGR for Kotak Nifty Midcap 150 ETF-Growth is shown in the Trailing Returns section above.
What are the 5-year returns of Kotak Nifty Midcap 150 ETF-Growth?
The 5-year CAGR for Kotak Nifty Midcap 150 ETF-Growth is shown in the Trailing Returns section above.
What are the returns of Kotak Nifty Midcap 150 ETF-Growth since inception?
Since its launch on 28 Mar 2025, Kotak Nifty Midcap 150 ETF-Growth has delivered a CAGR of 15.10%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Kotak Nifty Midcap 150 ETF-Growth performed vs its category over the long term?
Category rank for Kotak Nifty Midcap 150 ETF-Growth on a 3-year and 5-year basis is shown in the Trailing Returns section above.
What is the Sharpe ratio of Kotak Nifty Midcap 150 ETF-Growth?
The Sharpe ratio of Kotak Nifty Midcap 150 ETF-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the alpha of Kotak Nifty Midcap 150 ETF-Growth?
The alpha of Kotak Nifty Midcap 150 ETF-Growth is shown in the Alpha, Beta & Sharpe section above.
What is the beta of Kotak Nifty Midcap 150 ETF-Growth?
The beta of Kotak Nifty Midcap 150 ETF-Growth is shown in the Alpha, Beta & Sharpe section above.
What are the rolling returns of Kotak Nifty Midcap 150 ETF-Growth?
The average 1-year and 3-year rolling returns of Kotak Nifty Midcap 150 ETF-Growth is 9.15% and - respectively. Rolling returns show the fund's annualized return across every possible 1-year and 3-year investment window, making them a far more reliable measure of consistency than point-to-point returns, which depend heavily on the start and end date chosen.