Kotak NIFTY Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan

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  • 0.86 %Nav, as on 15-07-2025

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  • Net Change on 15-07-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking errors.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty Midcap150 Momentum 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal Nifty 500 Index Fund - Direct Plan Sep 06, 2019 1.71 20.05 22.40 0.17 2,467.95
Motilal Oswal Nifty Midcap 150 Index Fund - Direct Plan Sep 06, 2019 2.58 27.86 30.92 0.26 2,459.71
Axis Nifty 100 Index Fund - Direct Plan - Growth Option Oct 18, 2019 1.49 17.57 19.98 0.21 1,948.53
Motilal Oswal Nifty Smallcap 250 Index Fund- Direct Plan Sep 06, 2019 0.91 28.93 33.44 0.33 978.30
Motilal Oswal Nifty Bank Index Fund - Direct Plan Sep 06, 2019 9.16 18.56 21.85 0.26 663.25

Fund Holdings as on 30-June-2025

  • Max Healthcare Institute Ltd.

  • BSE LTD

  • Max Financial Services Ltd

  • Suzlon Energy Ltd.

  • Solar Industries India Limited

  • Coforge Limited

  • Persistent Systems Limited

  • SRF LTD.

  • Coromandel International Limited

  • HDFC Asset Management Company Ltd.

  • SBI CARDS & PAYMENT SERVICES PVT. LTD.

  • Dixon Technologies India Ltd

  • Fortis Healthcare India Ltd

  • One 97 Communications Ltd

  • JK Cement Ltd.

  • Hitachi Energy India Ltd.

  • AU SMALL FINANCE BANK LTD.

  • Indus Towers Ltd.

  • PB Fintech Ltd.

  • MAZAGOAN DOCK SHIPBUILDERS LTD.

  • MARICO LTD.

  • SUNDARAM FINANCE LTD.

  • LLOYDS METALS AND ENERGY LTD.

  • FEDERAL BANK LTD.

  • UPL Ltd

  • APL Apollo Tubes Ltd

  • MUTHOOT FINANCE LTD.

  • Lupin Ltd.

  • FSN E-Commerce Ventures Ltd.

  • Page Industries Ltd

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • BHARAT DYNAMICS LTD.

  • MRF Ltd.

  • Jubilant Foodworks Limited

  • BHARTI HEXACOM LTD.

  • Berger Paints India Ltd.

  • Abbott India Ltd.

  • Glaxosmithkline Pharma Ltd

  • L&T FINANCE HOLDINGS LTD

  • INDIAN BANK

  • Dalmia Bharat Limited

  • K.P.R. Mill Ltd.

  • Indraprastha Gas Ltd.

  • IPCA Laboratories Ltd.

  • Minda Industries Ltd.

  • KALYAN JEWELLERS INDIA LTD.

  • CRISIL Ltd.

  • Triparty Repo

  • Rail Vikas Nigam Limited

  • BIOCON LTD.

  • GODREJ INDUSTRIES LTD

  • Net Current Assets/(Liabilities)

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  • Finance - Others

  • Chemicals

  • Hospital & Healthcare Services

  • IT - Software

  • Finance - NBFC

  • Electric Equipment

  • Pharmaceuticals & Drugs

  • Fintech

  • Bank - Private

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Fertilizers

  • Finance - Asset Management

  • Consumer Durables - Electronics

  • Textile

  • Ship Building

  • Edible Oil

  • Steel/Sponge Iron/Pig Iron

  • Pesticides & Agrochemicals

  • Steel & Iron Products

  • e-Commerce

  • Refineries

  • Defence

  • Tyres & Allied

  • Consumer Food

  • Paints

  • Bank - Public

  • Gas Transmission/Marketing

  • Auto Ancillary

  • Diamond & Jewellery

  • Ratings

  • Engineering - Construction

  • Miscellaneous

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Fund Manager

  • Cash

  • Equity

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About Kotak NIFTY Midcap 150 Momentum 50 Index Fund

Scheme Analysis

Kotak NIFTY Midcap 150 Momentum 50 Index Fund is a Index Funds - Other fund and belongs to Kotak Mahindra Mutual Fund. It was launched on 08-Oct-2024 and currently has an AUM of ₹245.16 crore. Kotak NIFTY Midcap 150 Momentum 50 Index Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty Midcap150 Momentum 50 - TRI as secondary index.

The NAV of Kotak NIFTY Midcap 150 Momentum 50 Index Fund ended up ₹0.08(0.86%)yesterday to ₹9.472.

Among its top 3 holdings the fund has exposure to Max Healthcare Institute Ltd., and

The Kotak NIFTY Midcap 150 Momentum 50 Index Fund is managed by Abhishek Bisen and Devender Singhal.

Fund House Contact

27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051

+91 (22) 66384400
mutual@kotak.com
+91 (22) 66384455