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

Other Plans and Options
  • 1.67 %Nav, as on 09-02-2026

  • Previous Nav

  • Net Change on 09-02-2026

  • 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

Fund Holdings as on 31-January-2026

  • BSE LTD

  • Hero MotoCorp Ltd.

  • MUTHOOT FINANCE LTD.

  • AU SMALL FINANCE BANK LTD.

  • FEDERAL BANK LTD.

  • Cummins India Ltd.

  • Ashok Leyland Ltd.

  • L&T FINANCE HOLDINGS LTD

  • One 97 Communications Ltd

  • Max Financial Services Ltd

  • Fortis Healthcare India Ltd

  • ADITYA BIRLA CAPITAL LTD

  • IDFC FIRST BANK LIMITED

  • INDIAN BANK

  • FSN E-Commerce Ventures Ltd.

  • GE VERNOVA T&D INDIA LIMITED

  • UPL Ltd

  • HDFC ASSET MANAGEMENT COMPANY LTD.

  • GMR AIRPORTS LIMITED

  • Persistent Systems Limited

  • Mahindra & Mahindra Financial Services Ltd.

  • Indus Towers Ltd.

  • Glenmark Pharmaceuticals Ltd

  • Coforge Limited

  • National Aluminium Company Ltd.

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • SRF LTD.

  • Triparty Repo

  • Lupin Ltd.

  • Vodafone Idea Ltd

  • polycab India Limited

  • HITACHI ENERGY INDIA LTD.

  • MRF Ltd.

  • MARICO LTD.

  • Minda Industries Ltd.

  • BANK OF INDIA

  • Coromandel International Limited

  • JINDAL STAINLESS LTD

  • JK Cement Ltd.

  • APL Apollo Tubes Ltd

  • SUNDARAM FINANCE LTD.

  • BIOCON LTD.

  • SBI CARDS & PAYMENT SERVICES PVT. LTD.

  • Nippon Life Asset Management Ltd

  • AIA Engineering Limited

  • Dalmia Bharat Limited

  • Birla 3M Ltd.

  • Berger Paints India Ltd.

  • Abbott India Ltd.

  • Indraprastha Gas Ltd.

  • BHARTI HEXACOM LTD.

  • Net Current Assets/(Liabilities)

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  • 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

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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 ₹301.90 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 ₹0.16(1.67%)yesterday to ₹9.435.

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