Kotak Nifty Midcap 50 ETF-Growth
Equity: Mid Cap - Growth (Open ended)
SEBI Riskometer: Very HighCategory: Equity: Mid CapBenchmark: NIFTY Midcap 50 Total Return IndexCheck Portfolio Overlap →
₹18.29+0.87%
18 Sept 2026
Tracking Difference
Annualised return gap between Kotak Nifty Midcap 50 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 | -0.24% | -0.22% | - | - |
| Avg. of funds with same benchmark | -0.24% | -0.22% | - | - |
Rolling Returns Analysis
Rolling annualized returns of Kotak Nifty Midcap 50 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 | 09 Feb, 2023 - 18 Sep, 2026 | 17 Feb, 2025 - 18 Sep, 2026 | - | - |
| Average returns | 25.03% | 24.59% | - | - |
| Standard deviation | 20.43% | 3.27% | - | - |
| Best returns | 70.26% 1 year ending on 04 Apr, 2024 | 34.28% 3 years ending on 02 Jul, 2025 | - | - |
| Worst returns | -6.10% 1 year ending on 26 Sep, 2025 | 16.42% 3 years ending on 16 Sep, 2026 | - | - |
| Period with positive return | 94.50% | 100.00% | - | - |
| Period with return > 5% | 85.86% | 100.00% | - | - |
| Period with return > 10% | 67.68% | 100.00% | - | - |
| Period with return > 15% | 52.19% | 100.00% | - | - |
| Beat % Category | 80.92% | 100.00% | - | - |
| Beat % Benchmark | 75.76% | 96.17% | - | - |
Trailing Returns
Point-to-point returns of Kotak Nifty Midcap 50 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%
5.1%
3.3%
YTD
-1.8%
-1.7%
-1.9%
1 M
12.1%
12.1%
10.8%
6 M
7.7%
5.2%
5.2%
1 Y
16.0%
14.8%
15.4%
3 Y
14.6%
16.1%
5 Y
15.4%
17.1%
10 Y
Fund
Equity: Mid Cap
NIFTY Midcap 50 Total Return Index
| Name | YTD | 1 M | 6 M | 1 Y | 3 Y | 5 Y | 10 Y | Since Inception |
|---|---|---|---|---|---|---|---|---|
| Fund | 3.99% | -1.83% | 12.08% | 7.74% | 15.97% | - | - | 18.35% |
| Equity: Mid Cap | 5.12% | -1.68% | 12.12% | 5.21% | 14.84% | 14.57% | 15.38% | - |
| NIFTY Midcap 50 Total Return Index | 3.32% | -1.94% | 10.76% | 5.22% | 15.39% | 16.11% | 17.11% | - |
| Rank in category | 25 | 22 | 20 | 8 | 16 | - | - | - |
| Funds in category | 60 | 64 | 61 | 55 | 45 | 32 | 21 | - |
Period Returns
Calendar-year, quarterly and monthly return history of Kotak Nifty Midcap 50 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 50 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 50 ETF-Growth?
Kotak Nifty Midcap 50 ETF-Growth has delivered a 1-year return of 7.74% as of 17 Sep 2026. During the same period, its benchmark NIFTY Midcap 50 Total Return Index returned 5.22%. The fund has outperformed its benchmark over this period.
What are the 3-year returns of Kotak Nifty Midcap 50 ETF-Growth?
Kotak Nifty Midcap 50 ETF-Growth has delivered a 3-year CAGR of 15.97% as of 17 Sep 2026. Its benchmark NIFTY Midcap 50 Total Return Index returned 15.39% CAGR over the same period. CAGR (Compounded Annual Growth Rate) is the right way to evaluate multi-year ETF performance as it smooths out year-to-year volatility.
What are the 5-year returns of Kotak Nifty Midcap 50 ETF-Growth?
The 5-year CAGR for Kotak Nifty Midcap 50 ETF-Growth is shown in the Trailing Returns section above.
What are the returns of Kotak Nifty Midcap 50 ETF-Growth since inception?
Since its launch on 3 Feb 2022, Kotak Nifty Midcap 50 ETF-Growth has delivered a CAGR of 18.35%. Since-inception returns reflect the fund's full history and give the most complete picture of long-term performance.
How has Kotak Nifty Midcap 50 ETF-Growth performed vs its category over the long term?
Over the long term, Kotak Nifty Midcap 50 ETF-Growth has ranked 16 out of 45 funds in the Equity: Mid Cap category on a 3-year basis, and - on a 5-year basis. Category rank is one of several factors to consider alongside risk metrics and rolling return consistency when evaluating a fund.
What is the Sharpe ratio of Kotak Nifty Midcap 50 ETF-Growth?
The Sharpe ratio of Kotak Nifty Midcap 50 ETF-Growth is 0.72 (as of 17 Sep 2026). The Sharpe ratio measures how much return the fund generates per unit of risk (volatility) taken. A Sharpe ratio above 1.0 is generally considered good — the higher the ratio, the better the risk-adjusted return.
What is the alpha of Kotak Nifty Midcap 50 ETF-Growth?
The 3Y alpha of Kotak Nifty Midcap 50 ETF-Growth is 1.28% (as of 17 Sep 2026). Alpha measures the excess return generated by the fund over and above its benchmark NIFTY Midcap 50 Total Return Index, after adjusting for risk. A positive alpha means the fund manager has added value beyond what the market delivered. A negative alpha means the fund has underperformed its benchmark on a risk-adjusted basis.
What is the beta of Kotak Nifty Midcap 50 ETF-Growth?
The beta of Kotak Nifty Midcap 50 ETF-Growth is 1.01 (as of 17 Sep 2026). Beta measures how sensitive the fund is to market movements relative to its benchmark NIFTY Midcap 50 Total Return Index. A beta of 1 means the fund moves in line with the market. A beta above 1 means it is more volatile than the market; below 1 means it is less volatile. Kotak Nifty Midcap 50 ETF-Growth's beta of 1.01 indicates it is more aggressive than its benchmark.
What are the rolling returns of Kotak Nifty Midcap 50 ETF-Growth?
The average 1-year and 3-year rolling returns of Kotak Nifty Midcap 50 ETF-Growth is 25.03% and 24.59% 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.