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 Index Fund - Direct Plan - GROWTH
3Y ago—
5Y ago—
indexDirect
IDBI NIFTY 50 Index Fund Growth Direct
3Y ago₹1.80 L
5Y ago₹1.81 L

Normalised price over time

Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.

Normalized: value at the start of the selected range = ₹100

Every metric, side-by-side

marks the winner per row.

MetricKotak Nifty Midcap 150 Index Fu…IDBI NIFTY 50 Index Fund Growt…
Fund houseKotak Mahindra Mutual FundIDBI Mutual Fund
CategoryOther Scheme - Index FundsOther Scheme - Index Funds
PlanDirectDirect
Latest NAV₹11.92₹39.4042
Assets managed (AUM)——
1M return-0.71%4.64%
6M return10.44%12.29%
1Y return9.66%18.92%
3Y CAGR—21.70%
5Y CAGR—12.58%
Since inception CAGR13.51%12.55%
Bumpiness · 3Y (annualised σ)16.4315.38
Worst drop ever-14.04%-38.31%
Sharpe · 3Y (rf=6%)0.420.91