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

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  • (-0.48%)Nav, as on 11-06-2025

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  • Net Change on 11-06-2025

  • 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 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 500 Index Fund - Regular Plan Sep 06, 2019 7.03 19.07 22.75 0.88 2,358.60
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 9.48 27.86 31.43 1.00 2,311.95
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Sep 06, 2019 7.00 26.59 33.82 1.04 919.21
Motilal Oswal Nifty Bank Index - Regular Plan Sep 06, 2019 13.31 17.70 21.24 0.99 642.44
Sundaram Nifty 100 Equal Weight Fund (Formerly Known as Principal Nifty 100 Equal Weight Fund)-Growth Jul 27, 1999 3.13 20.29 22.84 1.08 106.22

Fund Holdings as on 31-May-2025

  • BSE LTD

  • Max Healthcare Institute Ltd.

  • Coforge Limited

  • INDIAN HOTELS CO LTD

  • Persistent Systems Limited

  • PB Fintech Ltd.

  • Dixon Technologies India Ltd

  • Lupin Ltd.

  • FEDERAL BANK LTD.

  • Fortis Healthcare India Ltd

  • KALYAN JEWELLERS INDIA LTD.

  • Voltas Ltd.

  • CG Power and Industrial Solutions Ltd.

  • Indus Towers Ltd.

  • Oracle Financial Services Software Ltd

  • Cummins India Ltd.

  • One 97 Communications Ltd

  • Coromandel International Limited

  • HDFC Asset Management Company Ltd.

  • Solar Industries India Limited

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • Oil India Limited

  • LLOYDS METALS AND ENERGY LTD.

  • Mphasis Ltd

  • Page Industries Ltd

  • Rail Vikas Nigam Limited

  • MAZAGOAN DOCK SHIPBUILDERS LTD.

  • Hitachi Energy India Ltd.

  • IPCA Laboratories Ltd.

  • Petronet LNG Ltd.

  • Jubilant Foodworks Limited

  • GODREJ PROPERTIES LIMITED

  • polycab India Limited

  • Aurobindo Pharma Ltd.

  • Minda Industries Ltd.

  • PHOENIX MILLS LTD.

  • Torrent Power Ltd

  • Prestige Estates Projects Limited

  • Oberoi Realty Limited

  • Syngene International Limited

  • INDIAN RENEWABLE ENERGY DEVELOPMENT AGENCY LTD.

  • KEI Industries Ltd.

  • BIOCON LTD.

  • INDIAN BANK

  • CRISIL Ltd.

  • Ajanta Pharma Ltd.

  • Housing & Urban Development Corporation Ltd.

  • BHARAT DYNAMICS LTD.

  • GODREJ INDUSTRIES LTD

  • Thermax Ltd.

  • Triparty Repo

  • Net Current Assets/(Liabilities)

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  • IT - Software

  • Hospital & Healthcare Services

  • Finance - Others

  • Pharmaceuticals & Drugs

  • Fintech

  • Hotel, Resort & Restaurants

  • Consumer Durables - Electronics

  • Construction - Real Estate

  • Electric Equipment

  • Bank - Private

  • Diamond & Jewellery

  • Chemicals

  • Air Conditioners

  • Telecommunication - Service Provider

  • Diesel Engines

  • Fertilizers

  • Finance - Asset Management

  • Cable

  • Refineries

  • Oil Exploration

  • Steel/Sponge Iron/Pig Iron

  • Textile

  • Engineering - Construction

  • Ship Building

  • Industrial Gases & Fuels

  • Consumer Food

  • Auto Ancillary

  • Power Generation/Distribution

  • Business Support

  • Finance - NBFC

  • Bank - Public

  • Ratings

  • Finance - Housing

  • Defence

  • Engineering - Industrial Equipments

  • 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 ₹216.34 crore. Kotak NIFTY Midcap 150 Momentum 50 Index Fund is benchmarked against Nifty Midcap150 Momentum 50 - TRI as primary index.

The NAV of Kotak NIFTY Midcap 150 Momentum 50 Index Fund ended down ₹-0.05(-0.48%)yesterday to ₹9.572.

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