Kotak Nifty Midcap 50 Index Fund Regular-Growth
Mutual Fund Details – Invest Smart, Grow Wealth
Discover a variety of mutual funds tailored to your goals, from equity and debt to hybrid options. Track performance, compare funds, and get expert insights to make informed investment decisions. Grow your wealth with Motilal Oswal’s trusted mutual fund solutions.
Equity, Mid Cap, Principal at very high risk
1 Year Return 18.32% at 16 Feb 2026 03:57 PM
Fund Details
NAV 10.333
Sub-Type Mid Cap
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 1.5
Fund Size(in Crores) 67.72
Fund Performance
1 Month -0.41%
3 Month -1.96%
6 Month 5.73%
1 Year 18.32%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 16 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.98%) Market Cap Small Cap 0.96 Large Cap 23.91 Mid Cap 75.11 Top Sectors Financial 21.47 Services 12.59 Capital Goods 11.2 Automobile 9.45 Technology 8.43 Healthcare 7.61 Construction 6.44 Chemicals 5.24 Consumer Staples 4.74 Energy 4.61 Metals & Mining 3.21 Communication 2.84 Materials 1.12 Textiles 1.03 Top Holding SBI Cards 1.11 Oracle Financial Services Software 0.91 Jubilant FoodWorks 0.96 Persistent Systems 3.24 Tube Investments Of India 1.23 Mankind Pharma 1.18 AU Small Finance Bank 2.73 Oberoi Realty 0.87 Hindustan Petroleum Corporation 2.02 Supreme Industries 1.12 SRF 2.02 Aurobindo Pharma 1.67 IDFC First Bank 2.73 Colgate-Palmolive (India) 1.37 Dixon Technologies (India) 2.12 Prestige Estates Projects 1.22 Page Industries 1.03 GMR Airports 1.65 APL Apollo Tubes 1.83 HDFC AMC 2.52 PI Industries 1.28 The Federal Bank 3.49 Marico 1.9 PB Fintech 2.78 Lupin 2.57 Dabur India 1.47 Fortis Healthcare 2.19 Polycab India 1.82 Indusind Bank 2.91 Indus Towers 2.84 Mphasis 1.55 NHPC 1.22 Coforge 2.73 Bharat Forge 1.9 UPL 1.94 Ashok Leyland 2.78 Cummins India 2.74 Muthoot Finance 2.03 Indian Railway Catering & Tourism 0.93 The Phoenix Mills 1.54 NMDC 1.38 BSE 5.64 Bharat Heavy Electricals 1.67 Oil India 1.37 Yes Bank 1.85 Max Financial Services 2.1 Suzlon Energy 2.85 Hero Motocorp 3.54 One97 Communications 2.28 Godrej Properties 1.16
Debt & Others (0.02%) Sector Allocation Net Current Assets 0.02 Debt Credit Ratings Debt Category Others 0.02
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -0.01% Ret 1Y 14.75% Ret 3Y 20.66% Ret 5Y 18.32%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -0.01% Ret 1Y 14.75% Ret 3Y 20.66% Ret 5Y 18.32%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -0.01% Ret 1Y 14.75% Ret 3Y 20.66% Ret 5Y 18.32%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -0.1% Ret 1Y 15.96% Ret 3Y 23.27% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -0.1% Ret 1Y 15.96% Ret 3Y 23.27% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -0.1% Ret 1Y 15.96% Ret 3Y 23.27% Ret 5Y 0%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M 1.95% Ret 1Y 13.99% Ret 3Y 19.61% Ret 5Y 16.12%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M 1.95% Ret 1Y 13.99% Ret 3Y 19.61% Ret 5Y 16.12%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M 1.95% Ret 1Y 13.99% Ret 3Y 19.61% Ret 5Y 16.12%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -0.39% Ret 1Y 18.46% Ret 3Y 24.42% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -0.39% Ret 1Y 18.46% Ret 3Y 24.42% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.86%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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) 37
Date of Incorporation 2024-08-16
Total AUM 2026-01-31
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.
Take Your Next Step
