MF Gyan
Head-to-head

Compare up to 5 funds side-by-side.

Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.

₹1 lakh over time

What ₹1,00,000 invested at the start of each window would have become in each fund.

indexDirect
Kotak Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - Growth
3Y ago—
5Y ago—

Every metric, side-by-side

marks the winner per row.

MetricKotak Nifty Midcap 150 Momentum…
Fund houseKotak Mahindra Mutual Fund
CategoryOther Scheme - Index Funds
PlanDirect
Latest NAV₹9.62
Assets managed (AUM)—
1M return-0.10%
6M return7.20%
1Y return5.69%
3Y CAGR—
5Y CAGR—
Since inception CAGR-2.74%
Bumpiness · 3Y (annualised σ)19.75
Worst drop ever-25.46%
Sharpe · 3Y (rf=6%)-0.45