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Kotak Nifty Midcap 150 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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Showing Funds Performance since Sep 07, 2020

Kotak Nifty Midcap 150 Index Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹31 Cr

Lock In Period

N/A

Expense Ratio

0.63

Exit Load

Nil

Benchmark

Nifty Midcap 150 Total Return

Summary

Kotak Nifty Midcap 150 Index Fund Growth NAV is ₹11.485 as of 26 May, 2026. Kotak Nifty Midcap 150 Index Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Kotak Nifty Midcap 150 Index Fund Growth is ₹100. The AUM of Kotak Nifty Midcap 150 Index Fund Growth is ₹31 Cr. The expense ratio of the fund is 0.63%, and its benchmark is Nifty Midcap 150 Total Return. The current exit load of the fund is Nil. In the last 1M months, Kotak Nifty Midcap 150 Index Fund Growth has delivered 1.49% returns.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.49-0.9414.29
6M1.160.8674.90
1Y7.453.71166.97
3Y0.0012.39257.30

Portfolio Analysis

  • Equity: 101.39%
  • Debt: -1.39%
  • Others
As on: 2026-04-30
View allocation % by

1. Lupin Ltd.1.45%
2. Laurus Labs Ltd1.11%
3. Aurobindo Pharma Ltd.1.00%
4. Glenmark Pharmaceuticals Ltd0.94%
5. Alkem Laboratories Ltd.0.82%
6. MANKIND PHARMA LTD0.66%
7. BIOCON LTD.0.66%
8. IPCA Laboratories Ltd.0.55%
9. Abbott India Ltd.0.34%
10. Ajanta Pharma Ltd.0.31%
11. Glaxosmithkline Pharma Ltd0.25%
12. ANTHEM BIOSCIENCES LTD0.12%

1. FEDERAL BANK LTD.1.83%
2. INDUSIND BANK LTD.1.56%
3. AU SMALL FINANCE BANK LTD.1.49%
4. IDFC FIRST BANK LIMITED1.19%
5. YES BANK LTD.0.91%

1. BSE LTD3.85%
2. MULTI COMMODITY EXCHANGE OF INDIA LIMITED1.96%

1. Persistent Systems Limited1.35%
2. Coforge Limited1.04%
3. Mphasis Ltd0.78%
4. Oracle Financial Services Software Ltd0.60%
5. Tata Elxsi Ltd.0.37%
6. BILLIONBRAINS GARAGE VENTURES LIMITED (GROWW)0.34%
7. KPIT Technologies Ltd.0.32%
8. HEXAWARE TECHNOLOGIES LTD.0.17%

1. Max Financial Services Ltd1.09%
2. ADITYA BIRLA CAPITAL LTD0.74%
3. 360 ONE WAM LIMITED0.70%
4. MOTILAL OSWAL FINANCIAL SERVICES LIMITED0.32%
5. HDB FINANCIAL SERVICES LTD.0.31%
6. ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD.0.30%
7. TATA INVESTMENT CORPORATION LTD.0.24%

1. Dixon Technologies India Ltd1.19%
2. Voltas Ltd.0.84%
3. Havells India Ltd.0.81%
4. LG ELECTRONICS INDIA LTD.0.36%

1. Suzlon Energy Ltd.1.74%
2. Bharat Heavy Electricals Ltd.1.33%

1. Torrent Power Ltd0.85%
2. JSW ENERGY LTD.0.78%
3. NHPC Ltd.0.68%
4. NLC India Ltd.0.27%
5. NTPC GREEN ENERGY LIMITED0.26%
6. SJVN Limited0.15%

1. SUNDARAM FINANCE LTD.0.81%
2. L&T FINANCE HOLDINGS LTD0.62%
3. Mahindra & Mahindra Financial Services Ltd.0.53%
4. SBI CARDS & PAYMENT SERVICES PVT. LTD.0.50%
5. AUTHUM INVESTMENT & INFRASTRUCTURE LTD.0.32%

1. PHOENIX MILLS LTD.0.85%
2. GODREJ PROPERTIES LIMITED0.71%
3. Prestige Estates Projects Limited0.62%
4. Oberoi Realty Limited0.51%

1. PB Fintech Ltd.1.47%
2. One 97 Communications Ltd1.19%

1. SWIGGY LTD0.96%
2. FSN E-Commerce Ventures Ltd.0.94%

1. polycab India Limited1.11%
2. KEI Industries Ltd.0.77%

1. MARICO LTD.1.06%
2. Ruchi Soya Industries Ltd.0.41%
3. ADANI WILMAR LTD.0.28%

1. Hero MotoCorp Ltd.1.71%

1. INDIAN BANK0.78%
2. BANK OF INDIA0.44%
3. BANK OF MAHARASHTRA0.41%

1. UPL Ltd0.93%
2. P I Industries Ltd0.64%

1. Vodafone Idea Ltd0.73%
2. TATA COMMUNICATIONS LTD0.48%
3. BHARTI HEXACOM LTD.0.29%

1. Colgate- Palmolive (India) Ltd.0.71%
2. Dabur India Ltd.0.67%
3. GODREJ INDUSTRIES LTD0.11%

1. Fortis Healthcare India Ltd1.24%
2. Global Health Ltd.0.24%

1. MRF Ltd.0.68%
2. Balkrishna Industries Ltd0.45%
3. Apollo Tyres Ltd.0.34%

1. GE VERNOVA T&D INDIA LIMITED1.43%

1. Indus Towers Ltd.1.37%

1. BHARAT FORGE LTD.1.30%

1. ICICI Lombard General Insurance Company Ltd1.11%
2. The New India Assurance Company Ltd0.10%

1. Ashok Leyland Ltd.1.20%

1. JK Cement Ltd.0.57%
2. Dalmia Bharat Limited0.39%
3. ACC Ltd.0.22%

1. HITACHI ENERGY INDIA LTD.1.10%

1. WAAREE ENERGIES LIMITED0.77%
2. PREMIER ENERGIES LIMITED0.31%

About Fund Kotak Nifty Midcap 150 Index Fund Growth

Kotak Nifty Midcap 150 Index Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹31 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
HDFC NIFTY Realty Index Fund Growth0118.5 CR1.93
Mirae Asset Nifty PSU Bank ETF Growth055.89 CR0.48
Kotak Nifty Midcap 150 Index Fund Growth030.72 CR0.63
ICICI Prudential Silver ETF Growth014714.8 CR0.4
HDFC Silver ETF Growth07649.03 CR0.5
Fund Name1Y3Y
This FundHDFC NIFTY Realty Index Fund Growth-17.87190
This FundMirae Asset Nifty PSU Bank ETF Growth19.63560
This FundKotak Nifty Midcap 150 Index Fund Growth7.44660
This FundICICI Prudential Silver ETF Growth166.9719256.4087
This FundHDFC Silver ETF Growth165.3335257.2992

Kotak Nifty Midcap 150 Index Fund Growth 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 : 1.49%
  • 6 Months : 1.16%
  • 1 Year : 7.45%
  • 3 Years : 0.00%
Returns of Kotak Nifty Midcap 150 Index Fund Growth are updated daily based on NAV of ₹ 11.485 as on May 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 ₹31 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.