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

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  • (-0.43%)Nav, as on 21-08-2025

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  • Net Change on 21-08-2025

  • 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 -0.18 22.09 26.86 1.00 2,472.47
Motilal Oswal Nifty 500 Index Fund - Regular Plan Sep 06, 2019 -0.42 14.82 19.67 0.88 2,432.38
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth Oct 23, 2017 0.62 16.36 22.25 0.92 2,198.48
Axis Nifty 100 Index Fund - Regular Plan - Growth Option Oct 18, 2019 -0.08 12.53 17.56 0.92 1,917.61
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Sep 06, 2019 -4.21 22.92 27.71 1.04 969.97

Fund Holdings as on 31-July-2025

  • Max Healthcare Institute Ltd.

  • Max Financial Services Ltd

  • BSE LTD

  • Suzlon Energy Ltd.

  • Solar Industries India Limited

  • Coforge Limited

  • Coromandel International Limited

  • SRF LTD.

  • Persistent Systems Limited

  • HDFC Asset Management Company Ltd.

  • One 97 Communications Ltd

  • Dixon Technologies India Ltd

  • Fortis Healthcare India Ltd

  • JK Cement Ltd.

  • Hitachi Energy India Ltd.

  • SBI CARDS & PAYMENT SERVICES PVT. LTD.

  • PB Fintech Ltd.

  • UPL Ltd

  • MARICO LTD.

  • AU SMALL FINANCE BANK LTD.

  • Indus Towers Ltd.

  • FEDERAL BANK LTD.

  • LLOYDS METALS AND ENERGY LTD.

  • SUNDARAM FINANCE LTD.

  • MAZAGOAN DOCK SHIPBUILDERS LTD.

  • MUTHOOT FINANCE LTD.

  • APL Apollo Tubes Ltd

  • FSN E-Commerce Ventures Ltd.

  • Lupin Ltd.

  • Page Industries Ltd

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • MRF Ltd.

  • BHARAT DYNAMICS LTD.

  • BHARTI HEXACOM LTD.

  • Jubilant Foodworks Limited

  • Berger Paints India Ltd.

  • Abbott India Ltd.

  • Glaxosmithkline Pharma Ltd

  • Dalmia Bharat Limited

  • L&T FINANCE HOLDINGS LTD

  • INDIAN BANK

  • K.P.R. Mill Ltd.

  • IPCA Laboratories Ltd.

  • KALYAN JEWELLERS INDIA LTD.

  • Triparty Repo

  • Indraprastha Gas Ltd.

  • BIOCON LTD.

  • Minda Industries Ltd.

  • CRISIL Ltd.

  • Rail Vikas Nigam Limited

  • 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

  • Fertilizers

  • Telecommunication - Service Provider

  • Finance - Asset Management

  • Consumer Durables - Electronics

  • Textile

  • Pesticides & Agrochemicals

  • Edible Oil

  • Steel/Sponge Iron/Pig Iron

  • Ship Building

  • Steel & Iron Products

  • e-Commerce

  • Tyres & Allied

  • Refineries

  • Defence

  • Consumer Food

  • Paints

  • Bank - Public

  • Diamond & Jewellery

  • Gas Transmission/Marketing

  • Auto Ancillary

  • 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 ₹244.94 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 ₹-0.04(-0.43%)yesterday to ₹9.281.

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