Kotak Nifty Midcap 150 Index Fund Regular - IDCW
Kotak Nifty Midcap 150 Index Fund Regular - IDCW: Mutual Fund Overview
Kotak Nifty Midcap 150 Index Fund Regular - IDCW is an Mid Cap mutual fund with over 0.97 years of performance history. The scheme manages an AUM of ₹21.54 Cr and has a NAV of ₹10.651. 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 0.0%.
Equity, Mid Cap, Principal at very high risk
1 Year Return 0.0% at 12 Mar 2026 09:02 PM
Fund Details
NAV 10.651
Sub-Type Mid Cap
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 0.97
Fund Size(in Crores) 21.54
Fund Performance
1 Month -6.88%
3 Month -4.91%
6 Month -3.37%
1 Year 0.0%
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 (99.95%) Market Cap Mid Cap 75.63 Small Cap 8.13 Large Cap 16.19 Top Sectors Financial 20.47 Capital Goods 11.43 Services 10.74 Automobile 9.11 Healthcare 8.79 Energy 6.24 Consumer Staples 5.09 Metals & Mining 4.76 Technology 4.72 Chemicals 4.45 Construction 4.23 Communication 3.14 Materials 2.86 Consumer Discretionary 2.03 Insurance 1.08 Textiles 0.81 Top Holding Abbott India 0.37 Petronet LNG 0.64 GE Vernova T&D 1.26 Ajanta Pharma 0.33 Muthoot Finance 0.95 GMR Airports 0.95 Hitachi Energy India 0.85 Tata Technologies 0.26 Indian Railway Catering & Tourism 0.45 One97 Communications 1.18 Escorts Kubota 0.31 Torrent Power 0.79 IDBI Bank 0.17 Mankind Pharma 0.67 Steel Authority Of India 0.63 Nippon Life India Asset Management 0.44 Yes Bank 0.96 SJVN 0.14 HDFC AMC 1.45 Exide Industries 0.4 Hexaware Technologies 0.19 Bharat Dynamics 0.31 Waaree Energies 0.69 SRF 0.98 Ipca Laboratories 0.56 General Insurance Corporation of India 0.31 Honeywell Automation India 0.19 Gujarat Gas 0.19 Schaeffler India 0.46 Lupin 1.47 JSW Infrastructure 0.22 ITC Hotels 0.43 Indian Bank 0.92 PI Industries 0.67 Fert & Chem Travancore 0.12 Patanjali Foods 0.46 Cummins India 1.75 Indian Renewable Energy Development Agency 0.26 IDFC First Bank 1.28 Glenmark Pharmaceuticals 0.85 NHPC 0.63 Aditya Birla Capital 0.7 Oberoi Realty 0.47 Indian Overseas Bank 0.14 ACC 0.26 Bharti Hexacom 0.32 Glaxosmithkline Pharma 0.28 Vodafone Idea 0.77 Sundaram Finance 1 Bank of Maharashtra 0.4 The Federal Bank 1.95 Godrej Industries 0.11 United Breweries 0.31 Aurobindo Pharma 0.9 Indraprastha Gas 0.32 Balkrishna Industries 0.5 NTPC Green Energy 0.22 Berger Paints India 0.34 ICICI Prudential 0.68 Hindustan Petroleum Corporation 1.11 Jindal Stainless 0.65 Jubilant FoodWorks 0.54 Godrej Properties 0.68 Syngene International 0.21 Bank of India 0.56 360 One Wam 0.74 Apollo Tyres 0.39 Marico 1.1 Motilal Oswal Financial Services 0.3 Alkem Laboratories 0.87 Bharat Forge 1.34 SBI Cards 0.61 Oracle Financial Services Software 0.43 L&T Technology Services 0.26 New India Assurance 0.09 IRB Infra Dev 0.22 Tata Communications 0.5 Persistent Systems 1.36 Supreme Industries 0.68 Voltas 0.94 AIA Engineering 0.4 Indus Towers 1.55 National Aluminium Company 0.84 APL Apollo Tubes 1.07 Procter & Gamble Hygiene and Health Care 0.28 Tata Elxsi 0.41 Oil India 0.7 Linde India 0.37 Apar Industries 0.5 CRISIL 0.28 AU Small Finance Bank 1.43 Prestige Estates Projects 0.62 AWL Agri Business 0.23 Suzlon Energy 1.37 KPIT Technologies 0.33 Hero Motocorp 1.96 Polycab India 1.2 Indusind Bank 1.66 Blue Star 0.67 Union Bank of India 1.03 Colgate-Palmolive (India) 0.78 Tata Investment Corporation 0.23 Dabur India 0.81 Coforge 1.05 Deepak Nitrite 0.29 Max Financial Services 1.26 Tube Investments Of India 0.78 Biocon 0.73 K.P.R. Mill 0.27 L&T Fin 0.61 MRF 0.79 BSE 2.92 Mahindra & Mahindra Financial Services 0.65 Astral 0.54 LIC Housing Fin. 0.43 Thermax 0.32 Page Industries 0.54 UCO Bank 0.09 Rail Vikas Nigam 0.47 Coromandel International 0.69 Premier Energies 0.22 Endurance Technologies 0.25 Gujarat Fluorochemicals 0.39 NLC India 0.22 Global Health 0.25 Vishal Mega Mart 0.66 NMDC 0.75 FSN E-Commerce Ventures 0.96 Bharat Heavy Electricals 1.02 Godfrey Phillips India 0.23 Sona BLW Precision Forgings 0.63 Mphasis 0.69 UPL 0.94 Kei Industries 0.83 Swiggy 1.06 JK Cement 0.62 Ashok Leyland 1.59 Fortis Healthcare 1.3 Housing & Urban Dev Corp 0.25 3M India 0.28 Cochin Shipyard 0.33 Dixon Technologies (India) 1.14 Kalyan Jewellers India 0.42 Container Corporation Of India 0.45 The Phoenix Mills 0.82 Adani Total Gas 0.37 Lloyds Metals & Energy 0.42 UNO Minda 0.57 PB Fintech 1.33 Dalmia Bharat 0.42
Debt & Others (0.05%) Sector Allocation Net Current Assets 0.05 Debt Credit Ratings Debt Category Others 0.05
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): 0.63%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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.
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 ).
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.
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) 47
Date of Incorporation 2025-03-21
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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