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

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  • Net Change on 09-05-2025

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Fund Overview Growth | Direct Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

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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 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

Fund Holdings as on 30-April-2025

  • BSE LTD

  • Dixon Technologies India Ltd

  • INDIAN HOTELS CO LTD

  • Max Healthcare Institute Ltd.

  • Persistent Systems Limited

  • PB Fintech Ltd.

  • Lupin Ltd.

  • Coforge Limited

  • FEDERAL BANK LTD.

  • Fortis Healthcare India Ltd

  • KALYAN JEWELLERS INDIA LTD.

  • Indus Towers Ltd.

  • Oracle Financial Services Software Ltd

  • Voltas Ltd.

  • CG Power and Industrial Solutions Ltd.

  • One 97 Communications Ltd

  • Coromandel International Limited

  • Cummins India Ltd.

  • HDFC Asset Management Company Ltd.

  • Solar Industries India Limited

  • Oil India Limited

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • Page Industries Ltd

  • Mphasis Ltd

  • Jubilant Foodworks Limited

  • LLOYDS METALS AND ENERGY LTD.

  • Petronet LNG Ltd.

  • IPCA Laboratories Ltd.

  • Rail Vikas Nigam Limited

  • MAZAGOAN DOCK SHIPBUILDERS LTD.

  • Aurobindo Pharma Ltd.

  • GODREJ PROPERTIES LIMITED

  • Hitachi Energy India Ltd.

  • PHOENIX MILLS LTD.

  • Torrent Power Ltd

  • polycab India Limited

  • Minda Industries Ltd.

  • Prestige Estates Projects Limited

  • Syngene International Limited

  • Oberoi Realty Limited

  • INDIAN RENEWABLE ENERGY DEVELOPMENT AGENCY LTD.

  • Ajanta Pharma Ltd.

  • BIOCON LTD.

  • KEI Industries Ltd.

  • INDIAN BANK

  • CRISIL Ltd.

  • Housing & Urban Development Corporation Ltd.

  • GODREJ INDUSTRIES LTD

  • Thermax Ltd.

  • BHARAT DYNAMICS LTD.

  • Triparty Repo

  • Net Current Assets/(Liabilities)

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  • IT - Software

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Fintech

  • Finance - Others

  • Consumer Durables - Electronics

  • Hotel, Resort & Restaurants

  • Construction - Real Estate

  • Bank - Private

  • Electric Equipment

  • Diamond & Jewellery

  • Telecommunication - Service Provider

  • Air Conditioners

  • Chemicals

  • Fertilizers

  • Diesel Engines

  • Finance - Asset Management

  • Cable

  • Oil Exploration

  • Refineries

  • Textile

  • Consumer Food

  • Steel/Sponge Iron/Pig Iron

  • Industrial Gases & Fuels

  • Ship Building

  • Engineering - Construction

  • Power Generation/Distribution

  • Auto Ancillary

  • Business Support

  • Finance - NBFC

  • Bank - Public

  • Finance - Housing

  • Ratings

  • Engineering - Industrial Equipments

  • Defence

  • 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 ₹117 crore. Kotak NIFTY Midcap 150 Momentum 50 Index Fund is benchmarked against Nifty Midcap150 Momentum 50 - TRI as primary index.

The NAV of Kotak NIFTY Midcap 150 Momentum 50 Index Fund ended down ₹-0.03(-0.34%)yesterday to ₹8.576.

Among its top 3 holdings the fund has exposure to BSE 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