Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth Return

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  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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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)

₹474 Cr

Lock In Period

N/A

Expense Ratio

1.49

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(%)
1M-4.62-1.807.17
6M9.077.1241.25
1Y0.772.5855.11
3Y0.0017.00227.27

Portfolio Analysis

  • Equity: 99.90%
  • Debt: 0.10%
  • Others
As on: 2026-08-31
View allocation % by

1. Laurus Labs Ltd6.31%
2. Aurobindo Pharma Ltd.2.25%
3. Lupin Ltd.2.21%
4. Glenmark Pharmaceuticals Ltd2.12%
5. BIOCON LTD.1.24%
6. Ajanta Pharma Ltd.0.64%

1. MULTI COMMODITY EXCHANGE OF INDIA LIMITED5.74%
2. BSE LTD4.05%

1. FEDERAL BANK LTD.4.81%
2. AU SMALL FINANCE BANK LTD.2.68%
3. INDUSIND BANK LTD.2.24%

1. polycab India Limited3.32%
2. KEI Industries Ltd.2.08%

1. Bharat Heavy Electricals Ltd.4.42%

1. GE VERNOVA T&D INDIA LIMITED4.22%

1. BHARAT FORGE LTD.3.97%

1. HITACHI ENERGY INDIA LTD.3.62%

1. National Aluminium Company Ltd.3.34%

1. Vodafone Idea Ltd2.54%
2. TATA COMMUNICATIONS LTD0.71%

1. ADITYA BIRLA CAPITAL LTD1.65%
2. Max Financial Services Ltd1.18%

1. INDIAN BANK1.11%
2. BANK OF MAHARASHTRA1.01%
3. BANK OF INDIA0.46%

1. MARICO LTD.2.16%

1. JSW ENERGY LTD.1.48%
2. NLC India Ltd.0.60%

1. Steel Authority of India Ltd.2.06%

1. Indus Towers Ltd.1.89%

1. Fortis Healthcare India Ltd1.86%

1. Apar Industries Ltd.1.80%

1. One 97 Communications Ltd1.78%

1. Ashok Leyland Ltd.1.72%

1. FSN E-Commerce Ventures Ltd.1.68%

1. Radico Khaitan Ltd.1.54%

1. NMDC Ltd.1.43%

1. LLOYDS METALS AND ENERGY LTD.1.36%

1. Oracle Financial Services Software Ltd1.34%

1. Thermax Ltd.1.23%

1. L&T FINANCE LTD1.22%

1. APL Apollo Tubes Ltd1.17%

1. Nippon Life Asset Management Ltd1.10%

1. Oil India Limited1.01%
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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 ₹474 Crore. The fund benchmarks its performance against the Nifty Midcap150 Momentum 50 Total Return while maintaining an expense ratio of 1.49. 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
Bajaj Finserv Nifty Next 50 Index Fund Growth032 CR1.14
Mirae Asset Nifty Metal ETF Growth0542 CR0.52
Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth0473 CR1.49
HDFC Silver ETF Growth08,312 CR0.58
Axis Silver ETF Growth02,068 CR0.42
Fund Name1Y3Y
This FundBajaj Finserv Nifty Next 50 Index Fund Growth0.55440
This FundMirae Asset Nifty Metal ETF Growth24.14250
This FundKotak Nifty Midcap 150 Momentum 50 Index Fund Growth0.86260
This FundHDFC Silver ETF Growth50.5151199.9467
This FundAxis Silver ETF Growth51.0742201.1306

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 1.49. 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 : -4.62%
  • 6 Months : 9.07%
  • 1 Year : 0.77%
  • 3 Years : 0.00%
Returns of Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 9.063 as on Oct 05,2026. 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 ₹474 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.
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