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

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  • (-1.21%)Nav, as on 10-12-2025

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  • Net Change on 10-12-2025

  • 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 S&P 500 Index Fund - Regular Plan Growth Apr 28, 2020 19.49 23.27 17.38 1.14 4,103.26
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 0.41 21.18 22.62 1.00 2,929.32
Motilal Oswal Nifty 500 Index Fund - Regular Plan Sep 06, 2019 1.18 14.08 15.94 0.88 2,756.56
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Oct 16, 2020 -12.40 17.92 21.59 0.95 2,653.32
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Sep 06, 2019 -11.76 18.30 21.87 1.04 1,018.15

Fund Holdings as on 30-November-2025

  • BSE LTD

  • Max Financial Services Ltd

  • Max Healthcare Institute Ltd.

  • Coforge Limited

  • Persistent Systems Limited

  • Suzlon Energy Ltd.

  • One 97 Communications Ltd

  • Solar Industries India Limited

  • SRF LTD.

  • Fortis Healthcare India Ltd

  • Coromandel International Limited

  • HDFC ASSET MANAGEMENT COMPANY LTD.

  • AU SMALL FINANCE BANK LTD.

  • Dixon Technologies India Ltd

  • MUTHOOT FINANCE LTD.

  • HITACHI ENERGY INDIA LTD.

  • SBI CARDS & PAYMENT SERVICES PVT. LTD.

  • FEDERAL BANK LTD.

  • UPL Ltd

  • PB Fintech Ltd.

  • FSN E-Commerce Ventures Ltd.

  • JK Cement Ltd.

  • Indus Towers Ltd.

  • MARICO LTD.

  • SUNDARAM FINANCE LTD.

  • APL Apollo Tubes Ltd

  • Lupin Ltd.

  • MAZAGOAN DOCK SHIPBUILDERS LTD.

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • MRF Ltd.

  • LLOYDS METALS AND ENERGY LTD.

  • L&T FINANCE HOLDINGS LTD

  • Page Industries Ltd

  • BHARAT DYNAMICS LTD.

  • INDIAN BANK

  • BHARTI HEXACOM LTD.

  • Jubilant Foodworks Limited

  • Berger Paints India Ltd.

  • Abbott India Ltd.

  • Dalmia Bharat Limited

  • Minda Industries Ltd.

  • Glaxosmithkline Pharma Ltd

  • IPCA Laboratories Ltd.

  • K.P.R. Mill Ltd.

  • Indraprastha Gas Ltd.

  • BIOCON LTD.

  • KALYAN JEWELLERS INDIA LTD.

  • Rail Vikas Nigam Limited

  • CRISIL Ltd.

  • GODREJ INDUSTRIES LTD

  • Triparty Repo

  • Net Current Assets/(Liabilities)

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  • Finance - Others

  • Finance - NBFC

  • IT - Software

  • Hospital & Healthcare Services

  • Chemicals

  • Electric Equipment

  • Fintech

  • Bank - Private

  • Pharmaceuticals & Drugs

  • Telecommunication - Service Provider

  • Cement & Construction Materials

  • Fertilizers

  • Finance - Asset Management

  • Consumer Durables - Electronics

  • Pesticides & Agrochemicals

  • e-Commerce

  • Edible Oil

  • Textile

  • Steel & Iron Products

  • Ship Building

  • Refineries

  • Tyres & Allied

  • Steel/Sponge Iron/Pig Iron

  • Defence

  • Bank - Public

  • Consumer Food

  • Paints

  • Auto Ancillary

  • Gas Transmission/Marketing

  • Diamond & Jewellery

  • Engineering - Construction

  • Ratings

  • 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 ₹306.45 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 down ₹-0.11(-1.21%)yesterday to ₹9.169.

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