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Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth Return

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  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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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)

₹432 Cr

Lock In Period

N/A

Expense Ratio

1.03

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(%)
1M0.37-0.1921.76
6M3.291.7129.93
1Y1.004.2095.20
3Y0.0011.97188.32

Portfolio Analysis

  • Equity: 99.91%
  • Debt: 0.09%
  • Others
As on: 2026-05-31
View allocation % by

1. FEDERAL BANK LTD.4.38%
2. AU SMALL FINANCE BANK LTD.4.37%
3. IDFC FIRST BANK LIMITED2.23%

1. MUTHOOT FINANCE LTD.4.10%
2. L&T FINANCE HOLDINGS LTD3.23%
3. Mahindra & Mahindra Financial Services Ltd.1.48%
4. SUNDARAM FINANCE LTD.0.69%
5. SBI CARDS & PAYMENT SERVICES PVT. LTD.0.59%

1. BSE LTD7.55%

1. Max Financial Services Ltd2.89%
2. ADITYA BIRLA CAPITAL LTD2.86%

1. Cummins India Ltd.5.16%

1. Glenmark Pharmaceuticals Ltd1.98%
2. Lupin Ltd.1.46%
3. BIOCON LTD.0.96%
4. Abbott India Ltd.0.35%

1. Hero MotoCorp Ltd.4.19%

1. GE VERNOVA T&D INDIA LIMITED3.80%

1. Persistent Systems Limited1.78%
2. Coforge Limited1.50%

1. HDFC ASSET MANAGEMENT COMPANY LTD.2.46%
2. Nippon Life Asset Management Ltd0.81%

1. INDIAN BANK2.35%
2. BANK OF INDIA0.88%

1. One 97 Communications Ltd2.99%

1. Fortis Healthcare India Ltd2.96%

1. Ashok Leyland Ltd.2.83%

1. FSN E-Commerce Ventures Ltd.2.69%

1. HITACHI ENERGY INDIA LTD.2.53%

1. GMR AIRPORTS LIMITED2.28%

1. UPL Ltd2.18%

1. Vodafone Idea Ltd1.71%
2. BHARTI HEXACOM LTD.0.34%

1. National Aluminium Company Ltd.1.87%

1. polycab India Limited1.83%

1. Indus Towers Ltd.1.78%

1. SRF LTD.1.51%

1. HINDUSTAN PETROLEUM CORPORATION LTD.1.45%

1. JK Cement Ltd.0.93%
2. Dalmia Bharat Limited0.37%

1. MARICO LTD.1.27%

1. MRF Ltd.1.13%

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 ₹432 Crore. The fund benchmarks its performance against the Nifty Midcap150 Momentum 50 Total Return while maintaining an expense ratio of 1.03. 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 Auto Index Fund Growth00 CR
Angel One Nifty 50 ETF Growth022.04 CR
Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth0432.08 CR1.03
Aditya Birla Sun Life Silver ETF Growth02796.88 CR0.35
ICICI Prudential Silver ETF Growth013863.65 CR0.4
Fund Name1Y3Y
This FundHDFC Nifty Auto Index Fund Growth00
This FundAngel One Nifty 50 ETF Growth-2.69160
This FundKotak Nifty Midcap 150 Momentum 50 Index Fund Growth0.99980
This FundAditya Birla Sun Life Silver ETF Growth95.0697188.0912
This FundICICI Prudential Silver ETF Growth95.1992188.3213

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 1.03. 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 : 0.37%
  • 6 Months : 3.29%
  • 1 Year : 1.00%
  • 3 Years : 0.00%
Returns of Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 9.378 as on Jul 14,2026. 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 ₹432 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.