Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular-Growth

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 (99.52%) Market Cap Mid Cap 18.99 Large Cap 70.33 Small Cap 10.21 Top Sectors Financial 29.1 Energy 10.42 Automobile 7.4 Services 6.89 Technology 6.65 Healthcare 6.45 Consumer Staples 6.04 Capital Goods 5.54 Metals & Mining 4.62 Construction 4.11 Materials 3.57 Communication 3.42 Chemicals 1.91 Consumer Discretionary 1.65 Insurance 1.51 Textiles 0.2 Others 0.05 Top Holding HDFC Bank 6.95 IDFC First Bank 0.25 ITC Hotels 0.08 Endurance Technologies 0.05 SBI Life Insurance Company 0.46 Tata Motors Passenger Vehicles 0.41 DOMS Industries 0.02 Blue Jet Healthcare 0.01 Amara Raja Energy & Mobility 0.05 Alok Industries 0.01 Delhivery 0.12 BLS International Services 0.01 ICICI Bank 5.04 Dr. Agarwal's Health Care 0.02 Indegene 0.03 GAIL (India) 0.23 Bharat Petroleum Corporation 0.38 Sonata Software 0.03 The Jammu & Kashmir Bank 0.02 Reliance Industries 4.82 Emami 0.05 The Phoenix Mills 0.16 Adani Power 0.28 Sagility 0.03 Vedant Fashions 0.01 Balrampur Chini Mills 0.03 NBCC (India) 0.05 Happiest Minds Technologies 0.02 Mahanagar Gas 0.04 Inventurus Knowledge Solutions 0.03 APL Apollo Tubes 0.21 Afcons Infrastructure 0.02 Kotak Mahindra Bank 1.56 Brainbees Solutions 0.02 Engineers India 0.03 Torrent Pharmaceuticals 0.23 360 One Wam 0.14 Indian Overseas Bank 0.03 Aditya Birla Capital 0.13 PNB Housing Finance 0.08 Choice International 0.03 Gujarat Gas 0.04 Astrazeneca Pharma India 0.02 Alkem Laboratories 0.17 Bikaji Foods International 0.02 Honasa Consumer 0.02 Sobha 0.03 Elecon Engineering 0.02 Granules India 0.04 Alembic Pharmaceuticals 0.02 PB Fintech 0.26 Narayana Hrudayalaya 0.06 KPIT Technologies 0.06 Avenue Supermarts 0.29 Jindal Stainless 0.13 Karur Vysya Bank 0.16 Godrej Consumer 0.25 Tata Consumer Products 0.38 SRF 0.19 Campus Activewear 0.01 JM Financial 0.02 Jubilant Ingrevia 0.02 Manappuram Finance 0.08 Oracle Financial Services Software 0.08 MCX 0.32 Birlasoft 0.03 Poonawalla Fincorp 0.07 Brigade Enterprises 0.05 One97 Communications 0.23 SJVN 0.03 UCO Bank 0.02 Gland Pharma 0.07 GMR Airports 0.19 Tata Teleservices (Maharashtra) 0.01 Five-Star Business Finance 0.04 Nuvoco Vistas Corporation 0.02 Colgate-Palmolive (India) 0.15 Global Health 0.05 Varun Beverages 0.31 HDFC Life Insurance 0.39 Divi's Laboratories 0.42 Rail Vikas Nigam 0.09 Saregama India 0.01 Apollo Tyres 0.08 Hindustan Unilever 1.06 Hexaware Technologies 0.04 EIH 0.03 Anant Raj 0.04 Gujarat Mineral Development Corporation 0.02 Eicher Motors 0.56 Larsen & Toubro 2.57 Ather Energy 0.05 Jindal Saw 0.02 Hindustan Petroleum Corporation 0.22 Bata India 0.03 Bank of India 0.11 IIFL Finance 0.06 Central Depository Services (India) 0.12 Transformers And Rectifiers 0.02 Tata Communications 0.1 AWL Agri Business 0.05 Jindal Steel 0.24 Finolex Cables 0.04 UNO Minda 0.11 Mazagon Dock Shipbuilders 0.09 Authum Investment & Infrastructure 0.06 Swiggy 0.21 UPL 0.18 Atul 0.05 JSW Energy 0.13 Godawari Power And Ispat 0.03 Bajaj Auto 0.56 Neuland Laboratories 0.06 Krishna Institute 0.09 Aegis Logistics 0.04 Ashok Leyland 0.31 ICICI Prudential 0.13 Hindustan Copper 0.1 NLC India 0.04 ITI 0.01 Praj Industries 0.02 ICICI Lombard Gen. Insurance 0.23 Hindalco Industries 0.69 Olectra Greentech 0.02 Century Plyboards (India) 0.02 Sammaan Capital 0.06 Tata Investment Corporation 0.04 IRB Infra Dev 0.04 Polycab India 0.23 Dabur India 0.16 State Bank of India 2.55 Anand Rathi Wealth 0.07 Dr. Reddy's Laboratories 0.4 Craftsman Automation 0.04 Bank of Maharashtra 0.08 Schaeffler India 0.09 Cholamandalam Financial 0.08 Caplin Point Laboratories 0.02 Tata Consultancy 1.38 Bharat Dynamics 0.06 Aditya Birla Lifestyle Brands 0.02 City Union Bank 0.11 Interglobe Aviation 0.56 CESC 0.05 IDBI Bank 0.03 Honeywell Automation India 0.03 Redington 0.09 Piramal Pharma 0.05 FSN E-Commerce Ventures 0.19 Sumitomo Chemical India 0.02 Power Fin. Corp. 0.31 Shipping Corporation Of India 0.02 Housing & Urban Dev Corp 0.05 NMDC 0.15 Tata Elxsi 0.08 HEG 0.02 Angel One 0.08 Dr. Lal Pathlabs 0.05 Schneider Electric 0.02 Rainbow Children's 0.03 Balkrishna Industries 0.1 Asian Paints 0.55 Tube Investments Of India 0.15 Mangalore Refinery And Petrochemicals 0.02 NTPC Green Energy 0.04 PCBL Chemical 0.03 Triveni Engineering & Inds. 0.02 Minda Corporation 0.02 Sarda Energy 0.02 Glaxosmithkline Pharma 0.06 Bombay Burmah Trading Corporation 0.01 Aarti Industries 0.05 Bajaj Housing Finance 0.04 3M India 0.05 Kalpataru Projects Intl. 0.07 Canara Bank 0.27 Motilal Oswal Financial Services 0.06 LT Foods 0.03 KFin Technologies 0.06 Signatureglobal (India) 0.02 Aditya Birla Fashion and Retail 0.02 Ceat 0.04 Trent 0.44 Indusind Bank 0.32 Indus Towers 0.31 Berger Paints India 0.07 DCM Shriram 0.02 Bayer CropScience 0.03 KEC International 0.04 V-Guard Industries 0.03 Jubilant FoodWorks 0.1 Marico 0.22 Siemens Energy India 0.13 Force Motors 0.06 Ipca Laboratories 0.11 Navin Fluorine International 0.12 Indian Railway Catering & Tourism 0.09 Central Bank of India 0.02 Glenmark Pharmaceuticals 0.17 Concord Biotech 0.02 Torrent Power 0.15 Shriram Finance 0.77 Gravita India 0.03 Alkyl Amines Chemicals 0.01 Waaree Energies 0.13 Asahi India Glass 0.06 NMDC Steel 0.02 Ventive Hospitality 0.01 Hitachi Energy India 0.17 Castrol India 0.05 Vedanta 0.62 Chennai Petroleum Corporation 0.02 Zensar Technologies 0.03 United Spirits 0.21 Star Health and Allied Insurance Company 0.06 Sai Life Sciences 0.07 Coromandel International 0.13 Britannia Industries 0.36 Fert & Chem Travancore 0.02 Bharti Hexacom 0.06 JK Cement 0.12 Aegis Vopak Terminals 0.01 CreditAccess Grameen 0.03 Lupin 0.29 TVS Motor Company 0.46 Deepak Fertilisers And Petrochemicals Corporation 0.03 Bharat Electronics 0.81 Coal India 0.5 Kajaria Ceramics 0.04 BASF India 0.02 Shyam Metalics And Energy 0.03 Railtel Corporation 0.01 Nestle India 0.47 Vardhman Textiles 0.03 Bharat Forge 0.26 GE Vernova T&D 0.25 Apar Industries 0.1 Procter & Gamble Hygiene and Health Care 0.05 Sapphire Foods 0.03 Bajaj Finance 1.35 Whirlpool Of India 0.03 Shree Cement 0.18 Adani Total Gas 0.07 Zee Entertainment Enterprises 0.04 Metropolis Healthcare 0.02 The Ramco Cements 0.07 ZF Commercial 0.06 Coforge 0.2 Cipla 0.39 Patanjali Foods 0.09 Indian Bank 0.18 HBL Engineering 0.04 Cummins India 0.34 Leela Palaces Hotels 0.01 Techno Electric & Eng. Co. 0.03 Ramkrishna Forgings 0.03 The India Cements 0.01 Motherson Wiring 0.06 Linde India 0.07 Life Insurance 0.1 HFCL 0.03 Ola Electric Mobility 0.02 Affle 3I 0.05 Ultratech Cement 0.77 Lemon Tree Hotels 0.03 L&T Technology Services 0.05 Hero Motocorp 0.38 JB Chemicals 0.08 Premier Energies 0.04 Bajaj Finserv 0.58 TVS Motor Company - Pref. Shares 0 Pidilite Industries 0.24 Reliance Power 0.03 Max Financial Services 0.25 Tata Chemicals 0.06 Indian Railway Finance Corporation 0.1 Adani Enterprises 0.29 Inox India 0.01 AU Small Finance Bank 0.28 Siemens 0.16 Tech Mahindra 0.44 Vishal Mega Mart 0.13 Home First Finance Company India 0.05 Indian Oil Corporation 0.36 Kirloskar Oil Engines 0.06 Bank of Baroda 0.3 New India Assurance 0.02 Max Healthcare Institute 0.41 MRF 0.14 Muthoot Finance 0.19 Vijaya Diagnostic Centre 0.02 Welspun Corp 0.06 Godrej Properties 0.13 R R Kabel 0.02 Maharashtra Seamless 0.01 KSB 0.02 Timken India 0.06 Laurus Labs 0.22 Indiamart 0.03 Apollo Hospitals Enterprise 0.41 Akums Drugs And Pharmaceuticals 0.01 Usha Martin 0.04 Firstsource Solutions 0.04 Godfrey Phillips India 0.04 NCC 0.03 Ambuja Cements 0.16 IFCI 0.02 MMTC 0 Wipro 0.29 Reliance Infrastructure 0.01 Eris Lifesciences 0.04 Intellect Design Arena 0.03 Cochin Shipyard 0.07 CAMS 0.08 Hindustan Zinc 0.13 PTC Industries 0.06 CG Power 0.25 TBO Tek 0.02 Power Grid Corporation Of India 0.69 Blue Dart Express 0.02 PI Industries 0.13 Exide Industries 0.08 Lloyds Metals & Energy 0.08 Gujarat Fluorochemicals 0.07 Wockhardt 0.06 Valor Estate 0.01 Ircon International 0.02 Hyundai Motor 0.16 EID Parry 0.05 Onesource Specialty Pharma 0.04 Aster DM Healthcare 0.08 Ajanta Pharma 0.06 Oberoi Realty 0.09 CRISIL 0.05 Container Corporation Of India 0.09 Escorts Kubota 0.06 Tata Power Company 0.32 General Insurance Corporation of India 0.06 Steel Authority Of India 0.12 Niva Bupa Health Insurance Company 0.02 Gujarat State Petronet 0.05 Indraprastha Gas 0.06 The Great Eastern Shipping Company 0.07 Thermax 0.06 International Gemmological Institute 0.02 Data Patterns (India) 0.04 Aavas Financiers 0.03 JSW Cement 0.01 Sun TV Network 0.03 Carborundum Universal 0.05 Axis Bank 2.03 Union Bank of India 0.2 Graphite India 0.02 LTIMindtree 0.21 SBFC Finance 0.02 Elgi Equipments 0.06 Aadhar Housing Fin 0.02 Natco Pharma 0.04 Biocon 0.14 Tata Technologies 0.05 PG Electroplast 0.05 The Federal Bank 0.38 Rashtriya Chemicals and Fertilizers 0.01 Cholamandalam Investment and Finance Company 0.37 Maharashtra Scooters 0.04 Capri Global 0.03 BSE 0.57 Himadri Speciality Chemical 0.06 Sundram Fasteners 0.05 NTPC 0.93 Infosys 2.33 Kaynes Technology India 0.06 HCL Technologies 0.75 Prestige Estates Projects 0.12 Tata Steel 0.9 Mphasis 0.13 Dalmia Bharat 0.08 SBI Cards 0.12 Bharti Airtel 2.68 Jaiprakash Power Ventures 0.04 Cohance Lifesciences 0.03 Go Digit General Insurance 0.04 CE Info Systems 0.01 Jupiter Wagons 0.02 ACC 0.05 Kei Industries 0.16 Samvardhana Motherson 0.3 ACME Solar Holdings 0.01 Aurobindo Pharma 0.18 Punjab National Bank 0.23 Sundaram Finance 0.19 Rites 0.01 Astral 0.11 Supreme Industries 0.13 Aptus Value Housing Finance India 0.04 Persistent Systems 0.26 The Indian Hotels Company 0.3 ITC 1.54 Aditya Birla Real Estate 0.03 REC 0.23 Emcure Pharmaceuticals 0.02 Suzlon Energy 0.26 Indian Renewable Energy Development Agency 0.05 PVR Inox 0.04 Jubilant Pharmova 0.03 Netweb Technologies India 0.03 Nippon Life India Asset Management 0.08 Cyient 0.04 Zen Technologies 0.03 Oil India 0.14 Bharat Heavy Electricals 0.18 Petronet LNG 0.13 Abbott India 0.07 Aditya Birla AMC 0.03 Latent View Analytics 0.01 Adani Ports and Special Economic Zone 0.57 IEX 0.05 Mahindra & Mahindra Financial Services 0.13 Bosch 0.16 Nuvama Wealth Management 0.05 HDFC AMC 0.28 Amber Enterprises India 0.08 K.P.R. Mill 0.05 Vodafone Idea 0.15 CCL Products 0.03 Gillette India 0.04 Blue Star 0.13 Page Industries 0.1 NHPC 0.12 BEML 0.03 Godrej Agrovet 0.01 Chambal Fertilisers and Chemicals 0.04 Swan Corp 0.02 Solar Industries India 0.17 Fortis Healthcare 0.25 Adani Green Energy 0.15 Mahindra & Mahindra 1.55 Inox Wind 0.05 Devyani International 0.03 Deepak Nitrite 0.06 Info Edge (India) 0.2 ABB India 0.16 Kalyan Jewellers India 0.08 Cera Sanitaryware 0.01 Godrej Industries 0.02 JSW Infrastructure 0.04 Garden Reach Shipbuilders & Engineers 0.04 ONGC 0.55 Action Construction Equipment 0.02 Zydus Lifesciences 0.12 Dixon Technologies (India) 0.22 Titan Company 0.91 Chalet Hotels 0.03 Syngene International 0.04 Finolex Industries 0.02 Trident 0.01 Adani Energy Solutions 0.18 Jyothy Labs 0.02 Voltas 0.18 UTI Asset Mgmt 0.02 AIA Engineering 0.08 JSW Steel 0.61 National Aluminium Company 0.16 Nava 0.05 Jyoti CNC Automation 0.04 JBM Auto 0.01 Havells India 0.18 Can Fin Homes 0.03 Pfizer 0.04 Poly Medicure 0.02 LIC Housing Fin. 0.08 United Breweries 0.06 Yes Bank 0.19 Radico Khaitan 0.11 JIO Financial 0.43 Mankind Pharma 0.13 Hindustan Aero 0.38 Clean Science And Technology 0.02 Maruti Suzuki India 0.99 Sun Pharmaceutical Industries 0.94 Eternal 0.91 RHI Magnesita 0.01 Grasim Industries 0.54 Newgen Software Technologies 0.02 Titagarh Rail Systems 0.03 RBL Bank 0.1 Akzo Nobel India 0.02 Bajaj Holdings & Invest. 0.24 Lodha Developers 0.14 eClerx Services 0.03 Sona BLW Precision Forgings 0.12 Crompton Greaves Con. Electricals 0.09 Tejas Networks 0.02 Syrma SGS Technology 0.03 Welspun Living 0.02 DLF 0.2 Triveni Turbine 0.03 JK Tyre & Industries 0.03 L&T Fin 0.12 Bandhan Bank 0.08 Kirloskar Brothers 0.02

Debt & Others (0.47%) Sector Allocation CBLO 0.97 Net Payables -0.5 Debt Credit Ratings Debt Category Others 0.48

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.