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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹25 Cr

Lock In Period

N/A

Expense Ratio

0.63

Benchmark

Nifty Midcap 150 Total Return

Exit Load

Nil

Summary

Latest details for Kotak Nifty Midcap 150 Index Fund Growth include a ₹11.328 NAV as of Apr 22,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Kotak Nifty Midcap 150 Index Fund Growth AUM is ₹25 Cr, with a lock-in of N/A years, expense ratio of 0.63%, and benchmark Nifty Midcap 150 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 9.38% returns, against a category average of 0.37% and a category best of 19.17%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M9.380.3719.17
6M0.690.8761.10
1Y10.914.55159.29
3Y0.0013.17224.97

Portfolio Analysis

  • Equity: 97.75%
  • Debt: 2.25%
  • Others
As on: 2026-03-31
View allocation % by

1. Lupin Ltd.1.54%
2. Laurus Labs Ltd1.06%
3. Aurobindo Pharma Ltd.1.05%
4. Glenmark Pharmaceuticals Ltd0.88%
5. Alkem Laboratories Ltd.0.85%
6. BIOCON LTD.0.71%
7. IPCA Laboratories Ltd.0.64%
8. MANKIND PHARMA LTD0.62%
9. Abbott India Ltd.0.39%
10. Ajanta Pharma Ltd.0.34%
11. Glaxosmithkline Pharma Ltd0.26%
12. ANTHEM BIOSCIENCES LTD0.11%

1. FEDERAL BANK LTD.1.84%
2. INDUSIND BANK LTD.1.43%
3. AU SMALL FINANCE BANK LTD.1.36%
4. IDFC FIRST BANK LIMITED1.12%
5. YES BANK LTD.0.83%

1. Persistent Systems Limited1.46%
2. Coforge Limited1.08%
3. Mphasis Ltd0.78%
4. Oracle Financial Services Software Ltd0.46%
5. Tata Elxsi Ltd.0.38%
6. KPIT Technologies Ltd.0.30%
7. BILLIONBRAINS GARAGE VENTURES LIMITED (GROWW)0.26%
8. HEXAWARE TECHNOLOGIES LTD.0.17%

1. BSE LTD3.02%
2. MULTI COMMODITY EXCHANGE OF INDIA LIMITED1.75%

1. Max Financial Services Ltd1.09%
2. 360 ONE WAM LIMITED0.71%
3. ADITYA BIRLA CAPITAL LTD0.66%
4. HDB FINANCIAL SERVICES LTD.0.29%
5. MOTILAL OSWAL FINANCIAL SERVICES LIMITED0.28%
6. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD.0.27%
7. TATA INVESTMENT CORPORATION LTD.0.20%

1. Dixon Technologies India Ltd1.15%
2. Voltas Ltd.0.83%
3. Havells India Ltd.0.83%
4. LG ELECTRONICS INDIA LTD.0.36%

1. SUNDARAM FINANCE LTD.0.83%
2. L&T FINANCE HOLDINGS LTD0.56%
3. SBI CARDS & PAYMENT SERVICES PVT. LTD.0.55%
4. Mahindra & Mahindra Financial Services Ltd.0.54%
5. AUTHUM INVESTMENT & INFRASTRUCTURE LTD.0.33%

1. JSW ENERGY LTD.0.73%
2. Torrent Power Ltd0.71%
3. NHPC Ltd.0.67%
4. NLC India Ltd.0.25%
5. NTPC GREEN ENERGY LIMITED0.24%
6. SJVN Limited0.13%

1. PB Fintech Ltd.1.40%
2. One 97 Communications Ltd1.11%

1. Suzlon Energy Ltd.1.38%
2. Bharat Heavy Electricals Ltd.1.03%

1. PHOENIX MILLS LTD.0.77%
2. GODREJ PROPERTIES LIMITED0.60%
3. Prestige Estates Projects Limited0.52%
4. Oberoi Realty Limited0.48%

1. SWIGGY LTD1.03%
2. FSN E-Commerce Ventures Ltd.0.88%

1. Hero MotoCorp Ltd.1.89%

1. MARICO LTD.1.12%
2. Ruchi Soya Industries Ltd.0.46%
3. ADANI WILMAR LTD.0.27%

1. polycab India Limited1.04%
2. KEI Industries Ltd.0.69%

1. INDIAN BANK0.83%
2. BANK OF INDIA0.48%
3. BANK OF MAHARASHTRA0.36%

1. MRF Ltd.0.73%
2. Balkrishna Industries Ltd0.48%
3. Apollo Tyres Ltd.0.37%

1. UPL Ltd0.92%
2. P I Industries Ltd0.61%

1. Indus Towers Ltd.1.49%

1. Dabur India Ltd.0.70%
2. Colgate- Palmolive (India) Ltd.0.65%
3. GODREJ INDUSTRIES LTD0.09%

1. Vodafone Idea Ltd0.65%
2. TATA COMMUNICATIONS LTD0.46%
3. BHARTI HEXACOM LTD.0.33%

1. Fortis Healthcare India Ltd1.19%
2. Global Health Ltd.0.22%

1. BHARAT FORGE LTD.1.28%

1. ICICI Lombard General Insurance Company Ltd1.19%
2. The New India Assurance Company Ltd0.08%

1. GE VERNOVA T&D INDIA LIMITED1.24%

1. Ashok Leyland Ltd.1.21%

1. JK Cement Ltd.0.59%
2. Dalmia Bharat Limited0.39%
3. ACC Ltd.0.22%

1. WAAREE ENERGIES LIMITED0.82%
2. PREMIER ENERGIES LIMITED0.29%

1. Info Edge India Ltd.1.06%

1. ICICI Prudential Life Insurance Co. Ltd.0.58%
2. Life Insurance Corporation Of India0.46%

1. SRF LTD.1.02%

About Fund

Kotak Nifty Midcap 150 Index Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹25 Crore. The fund benchmarks its performance against the Nifty Midcap 150 Total Return while maintaining an expense ratio of 0.63. Under the expert guidance of Jeetu Valechha Sonar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Jeetu Valechha Sonar

Mr. Jeetu Valechha Sonar holds B.com. He has more than 11 years experience in Commodity and Equity dealing and advisory. Prior to joining Kotak AMC Limited, he has worked as institutional dealer with Kotak Securities Ltd. and is part of Kotak Group since 2014.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundGroww BSE Hospitals ETF Growth025.3 CR
This FundBajaj Finserv Nifty Bank ETF Growth0354.95 CR0.13
This FundKotak Nifty Midcap 150 Index Fund Growth024.72 CR0.63
This FundKotak Silver ETF Growth03319.12 CR0.35
This FundICICI Prudential Silver ETF Growth014511.43 CR0.4
Fund Name1Y3Y
This FundGroww BSE Hospitals ETF Growth00
This FundBajaj Finserv Nifty Bank ETF Growth4.39320
This FundKotak Nifty Midcap 150 Index Fund Growth10.91160
This FundKotak Silver ETF Growth155.5388224.0972
This FundICICI Prudential Silver ETF Growth156.1729224.9749

FAQs

Kotak Nifty Midcap 150 Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Kotak Nifty Midcap 150 Index Fund Growth is 0.63. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Nifty Midcap 150 Index Fund Growth’s fund performance is as follows:
  • 1 Month : 9.38%
  • 6 Months : 0.69%
  • 1 Year : 10.91%
  • 3 Years : 0.00%
Returns of Kotak Nifty Midcap 150 Index Fund Growth are updated daily based on NAV of ₹ 11.328 as on Apr 22,2026. Since inception, the return has been 0.00%.

You can invest in Kotak Nifty Midcap 150 Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Kotak Nifty Midcap 150 Index Fund Growth is ₹25 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Nifty Midcap 150 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500