Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth Return

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Showing Funds Performance since Sep 07, 2020

Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹443 Cr

Lock In Period

N/A

Expense Ratio

1.65

Exit Load

Nil

Benchmark

Nifty Midcap150 Momentum 50 Total Return

Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.70-0.3211.66
6M2.472.0533.69
1Y2.895.14114.86
3Y0.0012.96237.39

Portfolio Analysis

  • Equity: 99.93%
  • Debt: 0.07%
  • Others
As on: 2026-07-31
View allocation % by

1. Laurus Labs Ltd6.22%
2. Lupin Ltd.2.53%
3. Aurobindo Pharma Ltd.2.15%
4. Glenmark Pharmaceuticals Ltd1.98%
5. BIOCON LTD.1.33%
6. Ajanta Pharma Ltd.0.64%

1. FEDERAL BANK LTD.5.02%
2. AU SMALL FINANCE BANK LTD.2.68%
3. INDUSIND BANK LTD.2.32%

1. MULTI COMMODITY EXCHANGE OF INDIA LIMITED4.72%
2. BSE LTD4.67%

1. polycab India Limited3.32%
2. KEI Industries Ltd.1.88%

1. BHARAT FORGE LTD.4.31%

1. GE VERNOVA T&D INDIA LIMITED4.26%

1. Bharat Heavy Electricals Ltd.4.21%

1. HITACHI ENERGY INDIA LTD.3.58%

1. National Aluminium Company Ltd.3.18%

1. Vodafone Idea Ltd2.40%
2. TATA COMMUNICATIONS LTD0.75%

1. ADITYA BIRLA CAPITAL LTD1.69%
2. Max Financial Services Ltd1.17%

1. INDIAN BANK1.08%
2. BANK OF MAHARASHTRA1.01%
3. BANK OF INDIA0.46%

1. MARICO LTD.2.38%

1. JSW ENERGY LTD.1.63%
2. NLC India Ltd.0.69%

1. Fortis Healthcare India Ltd2.01%

1. Indus Towers Ltd.1.97%

1. Steel Authority of India Ltd.1.85%

1. Ashok Leyland Ltd.1.69%

1. FSN E-Commerce Ventures Ltd.1.66%

1. LLOYDS METALS AND ENERGY LTD.1.61%

1. Radico Khaitan Ltd.1.55%

1. Apar Industries Ltd.1.51%

1. One 97 Communications Ltd1.45%

1. NMDC Ltd.1.43%

1. Thermax Ltd.1.40%

1. Oracle Financial Services Software Ltd1.24%

1. L&T FINANCE LTD1.23%

1. Nippon Life Asset Management Ltd1.13%

1. GMR AIRPORTS LIMITED1.06%
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About Fund Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth

Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹443 Crore. The fund benchmarks its performance against the Nifty Midcap150 Momentum 50 Total Return while maintaining an expense ratio of 1.65. 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
SBI Nifty200 Momentum 30 Index Fund Growth0116 CR1.64
Motilal Oswal Nifty India Tourism ETF Growth021 CR1
Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth0442 CR1.65
Aditya Birla Sun Life Silver ETF Growth02,756 CR0.35
HDFC Silver ETF Growth07,472 CR0.5
Fund Name1Y3Y
This FundSBI Nifty200 Momentum 30 Index Fund Growth0.26440
This FundMotilal Oswal Nifty India Tourism ETF Growth-15.01990
This FundKotak Nifty Midcap 150 Momentum 50 Index Fund Growth2.88760
This FundAditya Birla Sun Life Silver ETF Growth114.1724236.1907
This FundHDFC Silver ETF Growth113.0737237.3893

Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth FAQs

Kotak Nifty Midcap 150 Momentum 50 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 Momentum 50 Index Fund Growth is 1.65. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth’s fund performance is as follows:
  • 1 Month : 1.70%
  • 6 Months : 2.47%
  • 1 Year : 2.89%
  • 3 Years : 0.00%
Returns of Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 9.549 as on Aug 21,2026. Since inception, the return has been 0.00%.

You can invest in Kotak Nifty Midcap 150 Momentum 50 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 Momentum 50 Index Fund Growth is ₹443 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.