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Kotak Nifty Midcap 150 Momentum 50 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 Momentum 50 Index Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹393 Cr

Lock In Period

N/A

Expense Ratio

0.93

Exit Load

Nil

Benchmark

Nifty Midcap150 Momentum 50 Total Return

Summary

Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth NAV is ₹9.329 as of 5 Jun, 2026. Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth is ₹100. The AUM of Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth is ₹393 Cr. The expense ratio of the fund is 0.93%, and its benchmark is Nifty Midcap150 Momentum 50 Total Return. The current exit load of the fund is Nil. In the last 1M months, Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth has delivered 1.55% returns.

Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.55-0.0716.19
6M-0.781.5446.25
1Y0.774.42156.74
3Y0.0013.16250.28

Portfolio Analysis

  • Equity: 100.14%
  • Debt: -0.14%
  • Others
As on: 2026-04-30
View allocation % by

1. AU SMALL FINANCE BANK LTD.4.69%
2. FEDERAL BANK LTD.4.52%
3. IDFC FIRST BANK LIMITED2.27%

1. MUTHOOT FINANCE LTD.4.37%
2. L&T FINANCE HOLDINGS LTD3.28%
3. Mahindra & Mahindra Financial Services Ltd.1.57%
4. SUNDARAM FINANCE LTD.0.77%
5. SBI CARDS & PAYMENT SERVICES PVT. LTD.0.64%

1. BSE LTD6.89%

1. Max Financial Services Ltd2.85%
2. ADITYA BIRLA CAPITAL LTD2.83%

1. Glenmark Pharmaceuticals Ltd2.18%
2. Lupin Ltd.1.54%
3. BIOCON LTD.0.84%
4. Abbott India Ltd.0.34%

1. Cummins India Ltd.4.80%

1. Hero MotoCorp Ltd.4.53%

1. GE VERNOVA T&D INDIA LIMITED3.43%

1. INDIAN BANK2.50%
2. BANK OF INDIA0.91%

1. HDFC ASSET MANAGEMENT COMPANY LTD.2.59%
2. Nippon Life Asset Management Ltd0.78%

1. Ashok Leyland Ltd.3.07%

1. Fortis Healthcare India Ltd3.06%

1. One 97 Communications Ltd3.05%

1. Persistent Systems Limited1.71%
2. Coforge Limited1.31%

1. FSN E-Commerce Ventures Ltd.2.82%

1. HITACHI ENERGY INDIA LTD.2.30%

1. GMR AIRPORTS LIMITED2.28%

1. UPL Ltd2.25%

1. National Aluminium Company Ltd.1.83%

1. Indus Towers Ltd.1.72%

1. Vodafone Idea Ltd1.30%
2. BHARTI HEXACOM LTD.0.36%

1. polycab India Limited1.63%

1. SRF LTD.1.45%

1. HINDUSTAN PETROLEUM CORPORATION LTD.1.43%

1. JK Cement Ltd.0.99%
2. Dalmia Bharat Limited0.42%

1. MARICO LTD.1.24%

1. MRF Ltd.1.24%

1. Minda Industries Ltd.1.05%

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 ₹393 Crore. The fund benchmarks its performance against the Nifty Midcap150 Momentum 50 Total Return while maintaining an expense ratio of 0.93. 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
Aditya Birla Sun Life BSE Top 10 Banks ETF Growth0184.7 CR0.14
Bandhan BSE India Sector Leaders Index Fund Growth027.07 CR1.02
Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth0393.24 CR0.93
Axis Silver ETF Growth02001.15 CR0.42
ICICI Prudential Silver ETF Growth014714.8 CR0.4
Fund Name1Y3Y
This FundAditya Birla Sun Life BSE Top 10 Banks ETF Growth00
This FundBandhan BSE India Sector Leaders Index Fund Growth00
This FundKotak Nifty Midcap 150 Momentum 50 Index Fund Growth0.77030
This FundAxis Silver ETF Growth155.6156249.9926
This FundICICI Prudential Silver ETF Growth156.7438250.2804

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 0.93. 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 : 1.55%
  • 6 Months : -0.78%
  • 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 ₹ 9.329 as on Jun 04,2026. 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 ₹393 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.