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

Other Plans and Options
  • 0.56 %Nav, as on 20-03-2026

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  • Net Change on 20-03-2026

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview IDCW | 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.)
NIPPON INDIA NIFTY SMALLCAP 250 INDEX FUND - IDCW Option Oct 16, 2020 -1.90 17.98 15.41 0.97 2,752.94
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - IDCW Oct 23, 2017 5.41 16.34 14.02 0.94 2,471.39
NIPPON INDIA NIFTY MIDCAP 150 INDEX FUND - IDCW Option Feb 19, 2021 6.50 21.21 17.55 0.80 2,188.15
Axis Nifty 100 Index Fund - Regular Plan - IDCW Oct 18, 2019 0.31 12.28 9.96 0.92 1,983.85
NIPPON INDIA NIFTY 50 VALUE 20 INDEX FUND - IDCW Option Feb 19, 2021 -3.34 10.37 11.11 0.78 1,020.60

Fund Holdings as on 28-February-2026

  • BSE LTD

  • Hero MotoCorp Ltd.

  • FEDERAL BANK LTD.

  • Cummins India Ltd.

  • AU SMALL FINANCE BANK LTD.

  • MUTHOOT FINANCE LTD.

  • Ashok Leyland Ltd.

  • L&T FINANCE HOLDINGS LTD

  • Max Financial Services Ltd

  • Fortis Healthcare India Ltd

  • One 97 Communications Ltd

  • GE VERNOVA T&D INDIA LIMITED

  • INDIAN BANK

  • FSN E-Commerce Ventures Ltd.

  • ADITYA BIRLA CAPITAL LTD

  • HDFC ASSET MANAGEMENT COMPANY LTD.

  • IDFC FIRST BANK LIMITED

  • GMR AIRPORTS LIMITED

  • UPL Ltd

  • Glenmark Pharmaceuticals Ltd

  • Indus Towers Ltd.

  • Mahindra & Mahindra Financial Services Ltd.

  • HITACHI ENERGY INDIA LTD.

  • polycab India Limited

  • Persistent Systems Limited

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • National Aluminium Company Ltd.

  • Lupin Ltd.

  • SRF LTD.

  • Vodafone Idea Ltd

  • MRF Ltd.

  • Coforge Limited

  • MARICO LTD.

  • BANK OF INDIA

  • Minda Industries Ltd.

  • JK Cement Ltd.

  • Coromandel International Limited

  • APL Apollo Tubes Ltd

  • JINDAL STAINLESS LTD

  • SUNDARAM FINANCE LTD.

  • BIOCON LTD.

  • SBI CARDS & PAYMENT SERVICES PVT. LTD.

  • Nippon Life Asset Management Ltd

  • AIA Engineering Limited

  • Birla 3M Ltd.

  • Dalmia Bharat Limited

  • Berger Paints India Ltd.

  • BHARTI HEXACOM LTD.

  • Abbott India Ltd.

  • Indraprastha Gas Ltd.

  • Triparty Repo

  • Net Current Assets/(Liabilities)

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  • Finance - NBFC

  • Bank - Private

  • Finance - Others

  • Automobile Two & Three Wheelers

  • Pharmaceuticals & Drugs

  • Electric Equipment

  • Diesel Engines

  • Bank - Public

  • Automobiles-Trucks/Lcv

  • Telecommunication - Service Provider

  • Finance - Asset Management

  • Hospital & Healthcare Services

  • Fintech

  • IT - Software

  • e-Commerce

  • Airport Management Services

  • Pesticides & Agrochemicals

  • Steel & Iron Products

  • Cable

  • Refineries

  • Aluminium & Aluminium Products

  • Cement & Construction Materials

  • Chemicals

  • Tyres & Allied

  • Edible Oil

  • Auto Ancillary

  • Fertilizers

  • Castings/Forgings

  • Diversified

  • Paints

  • 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 ₹321.56 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 ₹0.05(0.56%)yesterday to ₹8.514.

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 Satish Dondapati.

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