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

Other Plans and Options
  • (-1.21%)Nav, as on 21-01-2026

  • Previous Nav

  • Net Change on 21-01-2026

  • 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 18.76 24.76 17.10 1.14 4,102.98
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 4.48 21.55 20.27 1.00 3,023.23
Motilal Oswal Nifty 500 Index Fund - Regular Plan Sep 06, 2019 5.42 14.30 13.63 0.88 2,820.64
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Oct 16, 2020 -8.35 17.63 18.82 0.95 2,681.50
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth Oct 23, 2017 11.10 16.40 16.24 0.95 2,415.27

Fund Holdings as on 31-December-2025

  • Hero MotoCorp Ltd.

  • BSE LTD

  • MUTHOOT FINANCE LTD.

  • AU SMALL FINANCE BANK LTD.

  • FEDERAL BANK LTD.

  • Cummins India Ltd.

  • L&T FINANCE HOLDINGS LTD

  • One 97 Communications Ltd

  • Ashok Leyland Ltd.

  • Max Financial Services Ltd

  • Fortis Healthcare India Ltd

  • ADITYA BIRLA CAPITAL LTD

  • FSN E-Commerce Ventures Ltd.

  • UPL Ltd

  • Triparty Repo

  • IDFC FIRST BANK LIMITED

  • HDFC ASSET MANAGEMENT COMPANY LTD.

  • GMR AIRPORTS LIMITED

  • INDIAN BANK

  • GE VERNOVA T&D INDIA LIMITED

  • Persistent Systems Limited

  • Mahindra & Mahindra Financial Services Ltd.

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • Glenmark Pharmaceuticals Ltd

  • Coforge Limited

  • SRF LTD.

  • Indus Towers Ltd.

  • polycab India Limited

  • MRF Ltd.

  • National Aluminium Company Ltd.

  • Lupin Ltd.

  • Vodafone Idea Ltd

  • HITACHI ENERGY INDIA LTD.

  • Minda Industries Ltd.

  • MARICO LTD.

  • JINDAL STAINLESS LTD

  • Coromandel International Limited

  • JK Cement Ltd.

  • BANK OF INDIA

  • BIOCON LTD.

  • SUNDARAM FINANCE LTD.

  • APL Apollo Tubes Ltd

  • SBI CARDS & PAYMENT SERVICES PVT. LTD.

  • Nippon Life Asset Management Ltd

  • AIA Engineering Limited

  • Dalmia Bharat Limited

  • Berger Paints India Ltd.

  • BHARTI HEXACOM LTD.

  • Birla 3M Ltd.

  • Indraprastha Gas Ltd.

  • Abbott India Ltd.

  • Net Current Assets/(Liabilities)

View More

  • Finance - NBFC

  • Bank - Private

  • Finance - Others

  • Automobile Two & Three Wheelers

  • Pharmaceuticals & Drugs

  • IT - Software

  • Diesel Engines

  • Electric Equipment

  • Fintech

  • Telecommunication - Service Provider

  • Automobiles-Trucks/Lcv

  • Bank - Public

  • Finance - Asset Management

  • Hospital & Healthcare Services

  • e-Commerce

  • Pesticides & Agrochemicals

  • Airport Management Services

  • Steel & Iron Products

  • Refineries

  • Chemicals

  • Cable

  • Cement & Construction Materials

  • Tyres & Allied

  • Aluminium & Aluminium Products

  • Auto Ancillary

  • Edible Oil

  • Fertilizers

  • Castings/Forgings

  • Paints

  • Diversified

  • Gas Transmission/Marketing

  • Miscellaneous

View More

Fund Manager

  • Cash

  • Equity

View More

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 ₹311.84 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 ₹8.864.

Among its top 3 holdings the fund has exposure to Hero MotoCorp 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