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

Other Plans and Options
  • 0.11 %Nav, as on 28-03-2025

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  • Net Change on 28-03-2025

  • 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 6.43 13.37 24.66 0.88 1,906.88
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 8.01 20.09 32.94 1.00 1,800.68
Axis Nifty 100 Index Fund - Regular Plan - Growth Option Oct 18, 2019 6.50 11.72 22.31 0.92 1,589.79
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Sep 06, 2019 5.27 16.83 35.42 1.04 702.04
Motilal Oswal Nifty Bank Index - Regular Plan Sep 06, 2019 10.16 13.17 20.14 1.00 558.03

Fund Holdings as on 28-February-2025

  • BSE LTD

  • Persistent Systems Limited

  • INDIAN HOTELS CO LTD

  • Max Healthcare Institute Ltd.

  • Coforge Limited

  • Dixon Technologies India Ltd

  • PB Fintech Ltd.

  • Lupin Ltd.

  • FEDERAL BANK LTD.

  • Fortis Healthcare India Ltd

  • Voltas Ltd.

  • KALYAN JEWELLERS INDIA LTD.

  • Oracle Financial Services Software Ltd

  • Indus Towers Ltd.

  • CG Power and Industrial Solutions Ltd.

  • Cummins India Ltd.

  • One 97 Communications Ltd

  • Coromandel International Limited

  • HDFC Asset Management Company Ltd.

  • Mphasis Ltd

  • Page Industries Ltd

  • Oil India Limited

  • IPCA Laboratories Ltd.

  • Jubilant Foodworks Limited

  • Rail Vikas Nigam Limited

  • HINDUSTAN PETROLEUM CORPORATION LTD.

  • Petronet LNG Ltd.

  • LLOYDS METALS AND ENERGY LTD.

  • Solar Industries India Limited

  • PHOENIX MILLS LTD.

  • GODREJ PROPERTIES LIMITED

  • Aurobindo Pharma Ltd.

  • MAZAGOAN DOCK SHIPBUILDERS LTD.

  • Syngene International Limited

  • Torrent Power Ltd

  • polycab India Limited

  • Hitachi Energy India Ltd.

  • Minda Industries Ltd.

  • INDIAN RENEWABLE ENERGY DEVELOPMENT AGENCY LTD.

  • Oberoi Realty Limited

  • KEI Industries Ltd.

  • Prestige Estates Projects Limited

  • Biocon Ltd.

  • Ajanta Pharma Ltd.

  • INDIAN BANK

  • CRISIL Ltd.

  • Triparty Repo

  • GODREJ INDUSTRIES LTD

  • Thermax Ltd.

  • Housing & Urban Development Corporation Ltd.

  • BHARAT DYNAMICS LTD.

  • Net Current Assets/(Liabilities)

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  • IT - Software

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Fintech

  • Finance - Others

  • Hotel, Resort & Restaurants

  • Consumer Durables - Electronics

  • Construction - Real Estate

  • Bank - Private

  • Electric Equipment

  • Air Conditioners

  • Diamond & Jewellery

  • Telecommunication - Service Provider

  • Diesel Engines

  • Chemicals

  • Cable

  • Fertilizers

  • Finance - Asset Management

  • Textile

  • Oil Exploration

  • Consumer Food

  • Engineering - Construction

  • Industrial Gases & Fuels

  • Refineries

  • Steel/Sponge Iron/Pig Iron

  • Ship Building

  • Business Support

  • Power Generation/Distribution

  • Auto Ancillary

  • Finance - NBFC

  • Bank - Public

  • Ratings

  • Engineering - Industrial Equipments

  • Finance - Housing

  • Defence

  • 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 ₹75.23 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 up ₹0.01(0.11%)yesterday to ₹8.391.

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