Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW
Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW: Mutual Fund Overview
Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular-IDCW is an Mid Cap mutual fund with over 1.42 years of performance history. The scheme manages an AUM of ₹321.55 Cr and has a NAV of ₹8.782. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 13.11%.
Equity, Mid Cap, Principal at very high risk
1 Year Return 13.11% at 12 Mar 2026 09:00 PM
Fund Details
NAV 8.782
Sub-Type Mid Cap
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 1.42
Fund Size(in Crores) 321.55
Fund Performance
1 Month -7.33%
3 Month -5.1%
6 Month -4.03%
1 Year 13.11%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.65%) Market Cap Mid Cap 20.34 Large Cap 65.53 Small Cap 10.78 Top Sectors Automobile 27.22 Consumer Staples 22.07 Services 13.73 Consumer Discretionary 7.72 Healthcare 7.52 Communication 6.71 Energy 4.08 Capital Goods 2.32 Metals & Mining 1.72 Materials 1.59 Chemicals 1.16 Construction 0.81 Top Holding One97 Communications 0.72 Tata Motors 1.13 Godrej Consumer 1.33 Info Edge (India) 0.85 Blue Star 1.39 Hindustan Unilever 3.22 Dr. Reddy's Laboratories 1.06 Vishal Mega Mart 1.08 Mahindra & Mahindra 4.68 Kalyan Jewellers India 0.99 United Spirits 1.05 The Indian Hotels Company 1.34 Nestle India 2.66 Interglobe Aviation 2.19 Hindustan Copper 0.93 ITC 4.58 Tata Consumer Products 1.5 Havells India 0.56 Reliance Industries 1.23 Maruti Suzuki India 4.6 Abbott India 0.87 Eicher Motors 2.19 Bajaj Auto 1.82 Park Medi World 1 Go Fashion (India) 0.48 Ather Energy 1.57 Ola Electric Mobility 0.6 Bikaji Foods International 1.02 Sumitomo Chemical India 1.16 Radico Khaitan 1.11 TVS Motor Company - Pref. Shares 0.02 Dodla Dairy 0.69 Bharti Airtel 5.56 Balkrishna Industries 1.11 Sona BLW Precision Forgings 1.18 Titan Company 4.04 Samvardhana Motherson 1.58 Varun Beverages 1 Avenue Supermarts 1.05 Container Corporation Of India 0.81 Apollo Hospitals Enterprise 2.62 Britannia Industries 1.55 Eternal 2.97 Tata Motors Passenger Vehicles 1.41 Adani Power 0.97 Dixon Technologies (India) 1.09 Indus Towers 1.15 DLF 0.81 Ramkrishna Forgings 0.79 Shakti Pumps (India) 0.67 Trent 1.43 Tata Power Company 1.88 Emami 0.79 Marico 1.57 Hero Motocorp 1.14 Tube Investments Of India 1.4 LG Electronics India 1.3 TVS Motor Company 2.79 Asian Paints 1.59 Lemon Tree Hotels 0.81 Max Healthcare Institute 1.97
Debt & Others (3.35%) Sector Allocation Repo/CBLO 2.18 Net Receivables 1.17 Debt Credit Ratings Debt Category Others 3.35
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-Growth Ret 1M -8.48% Ret 1Y 4.14% Ret 3Y 12.88% Ret 5Y 11.59%
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Ret 1M -8.48% Ret 1Y 4.14% Ret 3Y 12.88% Ret 5Y 11.59%
Equity, Flexi Cap funds Aditya Birla Sun Life Consumption Fund Regular-IDCW Reinvestment Ret 1M -8.48% Ret 1Y 4.14% Ret 3Y 12.88% Ret 5Y 11.59%
Equity, Flexi Cap funds Axis Consumption Fund Regular-Growth Ret 1M -9.48% Ret 1Y 1.77% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Payout Ret 1M -9.48% Ret 1Y 1.77% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Consumption Fund Regular-IDCW Reinvestment Ret 1M -9.48% Ret 1Y 1.77% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-Growth Ret 1M -8.84% Ret 1Y -2.55% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Payout Ret 1M -8.84% Ret 1Y -2.55% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bajaj Finserv Consumption Fund Regular-IDCW Reinvestment Ret 1M -8.84% Ret 1Y -2.55% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Consumption Fund Regular-Growth Ret 1M -6.81% Ret 1Y 10.6% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Bank of India Consumption Fund Regular-IDCW Payout Ret 1M -6.81% Ret 1Y 10.6% Ret 3Y 0% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.93%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Jeetu Valechha Sonar
Education Mr. Sonar is a Post Graduate Diploma in Management in Finance management
Experience Prior to joining Kotak AMC Limited, he has worked as institutional dealer with Kotak Securities Ltd. and is part of Kotak Group since 2014.
Devender Singhal
Education Mr. Singhal has done B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi.
Experience Prior to joining Kotak Mahindra AMC , he has worked with Kotak Securities Ltd.(July 2007 -- January 2009) ,Religare (February 2006 -- June 2007), Karvy (July 2004 -- January 2006), P N Vijay Financial Services Pvt Ltd(2001 -- 2004) and Dundee Mutual Fund( Summer Trainee ) (May 2000 -- June 2000 ).
Satish Dondapati
Education Mr. Dondapati has done MBA Finance
Experience Prior to joining Kotak Mutual fund he has worked with Centurian Bank Of Punjab, Bajaj Capital Ltd.
Abhishek Bisen
Education Mr. Bisen is a BA and MBA in Finance.
Experience Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk
AMC and Fund details
Rank (total sets) 16
Date of Incorporation 2024-10-08
Total AUM 595413.8
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
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