Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular-Growth
Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular-Growth: Mutual Fund Overview
Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular-Growth 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 07:11 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 (99.92%) Market Cap Small Cap 0.35 Mid Cap 67.18 Large Cap 32.39 Top Sectors Financial 35.77 Automobile 11.41 Services 10.88 Capital Goods 10.77 Healthcare 7.77 Chemicals 4.69 Metals & Mining 4.17 Communication 3.6 Technology 2.96 Construction 2.35 Energy 2 Materials 1.86 Consumer Staples 1.69 Top Holding Aditya Birla Capital 2.79 3M India 0.44 Ashok Leyland 3.95 Glenmark Pharmaceuticals 1.91 Dalmia Bharat 0.44 Coromandel International 1.02 Hero Motocorp 5.02 Coforge 1.29 HDFC AMC 2.55 One97 Communications 3.02 AU Small Finance Bank 4.37 L&T Fin 3.29 MRF 1.33 Bank of India 1.14 Abbott India 0.35 Polycab India 1.71 Nippon Life India Asset Management 0.71 UNO Minda 1.11 Vodafone Idea 1.33 GE Vernova T&D 2.92 Lupin 1.52 Indraprastha Gas 0.35 Persistent Systems 1.67 FSN E-Commerce Ventures 2.8 APL Apollo Tubes 1 Jindal Stainless 0.99 Hitachi Energy India 1.73 GMR Airports 2.35 SBI Cards 0.76 BSE 5.06 Mahindra & Mahindra Financial Services 1.87 The Federal Bank 4.67 Sundaram Finance 0.93 AIA Engineering 0.58 Hindustan Petroleum Corporation 1.65 Muthoot Finance 4.23 Biocon 0.9 SRF 1.46 Berger Paints India 0.38 Max Financial Services 3.22 National Aluminium Company 1.6 IDFC First Bank 2.37 JK Cement 1.04 Indian Bank 2.87 Indus Towers 1.89 UPL 2.21 Cummins India 4.41 Bharti Hexacom 0.38 Fortis Healthcare 3.09 Marico 1.25
Debt & Others (0.08%) Sector Allocation Net Payables -0.2 Repo 0.28 Debt Credit Ratings Debt Category Others 0.08
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-Growth Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Mid Cap Fund Regular-IDCW Reinvestment Ret 1M -7.84% Ret 1Y 9.54% Ret 3Y 18.08% Ret 5Y 15.51%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-Growth Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular-IDCW Reinvestment Ret 1M -6.82% Ret 1Y 14.65% Ret 3Y 21.28% Ret 5Y 0%
Equity, Flexi Cap funds Axis Midcap Fund Regular-Growth Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Payout Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Midcap Fund Regular-IDCW Reinvestment Ret 1M -4.99% Ret 1Y 12.47% Ret 3Y 18.49% Ret 5Y 14.17%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-Growth Ret 1M -7.74% Ret 1Y 15.13% Ret 3Y 22.0% Ret 5Y 0%
Equity, Flexi Cap funds Axis Nifty Midcap 50 Index Fund Regular-IDCW Payout Ret 1M -7.74% Ret 1Y 15.13% Ret 3Y 22.0% 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
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.
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 ).
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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