MCApproved#4 in categoryWATCHLIST

Kotak Midcap Fund

Kotak MF · Pankaj Tibrewal · benchmarked to Nifty MC150 TRI

Prospera Research Engine unknown · Data as of 1 Jan 1970 · Synced 1 Jan 1970Review date unknown, validation required

Prospera VerdictOn Watchlist

Scored 60.5/100, in the WATCHLIST band. On Prospera's radar, but hasn't cleared the bar for a formal recommendation yet.

Final Score60.5

1Y Return2.5%

3Y CAGR15.7%

5Y CAGR15.5%

AUM₹71.3K Cr

Expense Ratio0.33%

Eligibility: All gates passed

Prospera Research

Score Breakdown

13 weighted parameters, exactly as configured in the Research Engine, 8 qualitative (analyst-scored) plus 5 quantitative (formula-derived), summing to a final score out of 100.

Momentum (7% weight)2.0/10

3–6M price+flow vs benchmark

Consistency (10% weight)6.6/10

3Y/5Y quartile rank stability

Portfolio Quality (11% weight)6.0/10

PE, concentration, churn

Fund Mgr Quality (12% weight)7.0/10

Philosophy, communication, style drift

Valuation Risk (10% weight)7.0/10

Portfolio PE/PB vs category avg

Sector Tailwinds (9% weight)6.0/10

Policy/macro drivers 12-18M

Downside Protection (8% weight)7.7/10

Max DD, Sortino, bear markets

Outperformance Prob. (8% weight)6.0/10

Analyst 12M alpha probability

Mgr Tenure Score (8% weight)2.0/10

Years managing fund → 1-10 score

AMC Quality Score (6% weight)6.0/10

Research depth, AUM scale, compliance

AUM Trend Score (5% weight)9.0/10

Growing=9, Stable=6, Declining=3

Expense Ratio Score (4% weight)8.0/10

Inverse ER — lower cost = higher score

Thesis Strength (2% weight)6.0/10

Analyst 12-24M thesis conviction

Final Score60.5/100

Prospera Research

Analyst Write-Up

A full analyst write-up hasn't been published for this fund yet, only shortlisted funds at the review stage get one. The score breakdown and performance data above are still real and current.

Prospera Research

Risk-Adjusted Performance

3Y AlphaN/A

5Y AlphaN/A

Max Drawdown20.3%

Sharpe (3Y)0.69

Sortino (3Y)0.85

Beta1.06

Alpha Consistency50%