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

Other Plans and Options
  • 0.97 %Nav, as on 10-09-2025

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  • Net Change on 10-09-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular 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 Midcap 150 Index Fund - Regular Plan Sep 06, 2019 -1.84 20.17 26.95 1.00 2,502.39
Motilal Oswal Nifty 500 Index Fund - Regular Plan Sep 06, 2019 -2.16 13.96 19.71 0.88 2,427.10
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Sep 06, 2019 -6.82 20.37 27.85 1.04 965.27
Motilal Oswal Nifty Bank Index - Regular Plan Sep 06, 2019 5.93 10.16 19.01 0.99 607.46
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth Jul 27, 1999 -3.96 15.35 20.92 1.08 108.33

Fund Holdings as on 31-August-2025

  • Max Financial Services Ltd

  • Max Healthcare Institute Ltd.

  • Suzlon Energy Ltd.

  • BSE LTD

  • Coforge Limited

  • Solar Industries India Limited

  • One 97 Communications Ltd

  • Persistent Systems Limited

  • SRF LTD.

  • Dixon Technologies India Ltd

  • Fortis Healthcare India Ltd

  • HDFC Asset Management Company Ltd.

  • Coromandel International Limited

  • JK Cement Ltd.

  • SBI CARDS & PAYMENT SERVICES PVT. LTD.

  • Hitachi Energy India Ltd.

  • MARICO LTD.

  • PB Fintech Ltd.

  • UPL Ltd

  • AU SMALL FINANCE BANK LTD.

  • FSN E-Commerce Ventures Ltd.

  • SUNDARAM FINANCE LTD.

  • FEDERAL BANK LTD.

  • Indus Towers Ltd.

  • MUTHOOT FINANCE LTD.

  • MAZAGOAN DOCK SHIPBUILDERS LTD.

  • APL Apollo Tubes Ltd

  • Lupin Ltd.

  • LLOYDS METALS AND ENERGY LTD.

  • MRF Ltd.

  • Page Industries Ltd

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • BHARAT DYNAMICS LTD.

  • BHARTI HEXACOM LTD.

  • Jubilant Foodworks Limited

  • Berger Paints India Ltd.

  • Dalmia Bharat Limited

  • L&T FINANCE HOLDINGS LTD

  • Abbott India Ltd.

  • INDIAN BANK

  • Glaxosmithkline Pharma Ltd

  • Minda Industries Ltd.

  • Indraprastha Gas Ltd.

  • IPCA Laboratories Ltd.

  • K.P.R. Mill Ltd.

  • KALYAN JEWELLERS INDIA LTD.

  • BIOCON LTD.

  • CRISIL Ltd.

  • Rail Vikas Nigam Limited

  • Triparty Repo

  • GODREJ INDUSTRIES LTD

  • Net Current Assets/(Liabilities)

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  • Finance - Others

  • Hospital & Healthcare Services

  • Chemicals

  • Finance - NBFC

  • IT - Software

  • Electric Equipment

  • Fintech

  • Pharmaceuticals & Drugs

  • Bank - Private

  • Cement & Construction Materials

  • Telecommunication - Service Provider

  • Consumer Durables - Electronics

  • Finance - Asset Management

  • Fertilizers

  • Edible Oil

  • Pesticides & Agrochemicals

  • Textile

  • e-Commerce

  • Ship Building

  • Steel & Iron Products

  • Steel/Sponge Iron/Pig Iron

  • Tyres & Allied

  • Refineries

  • Defence

  • Consumer Food

  • Paints

  • Bank - Public

  • Auto Ancillary

  • Gas Transmission/Marketing

  • 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 ₹251.82 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 ₹0.09(0.97%)yesterday to ₹9.174.

Among its top 3 holdings the fund has exposure to Max Financial Services 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