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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

0.98

Exit Load

Nil

Benchmark

Nifty Midcap150 Momentum 50 Total Return

Summary

Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth NAV is ₹9.268 as of 17 May, 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 0.98%, 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 3.60% returns.

Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.600.1121.06
6M-1.731.0678.96
1Y2.924.21192.86
3Y0.0012.19285.18

Portfolio Analysis

  • Equity: 99.80%
  • Debt: 0.20%
  • Others
As on: 2026-03-31
View allocation % by

1. FEDERAL BANK LTD.4.57%
2. AU SMALL FINANCE BANK LTD.4.35%
3. IDFC FIRST BANK LIMITED2.15%

1. MUTHOOT FINANCE LTD.4.51%
2. L&T FINANCE HOLDINGS LTD3.15%
3. Mahindra & Mahindra Financial Services Ltd.1.62%
4. SUNDARAM FINANCE LTD.0.83%
5. SBI CARDS & PAYMENT SERVICES PVT. LTD.0.70%

1. BSE LTD5.68%

1. Max Financial Services Ltd2.99%
2. ADITYA BIRLA CAPITAL LTD2.68%

1. Glenmark Pharmaceuticals Ltd2.16%
2. Lupin Ltd.1.73%
3. BIOCON LTD.0.94%
4. Abbott India Ltd.0.39%

1. Hero MotoCorp Ltd.5.04%

1. Cummins India Ltd.4.59%

1. INDIAN BANK2.77%
2. BANK OF INDIA1.00%

1. Persistent Systems Limited1.95%
2. Coforge Limited1.37%

1. Ashok Leyland Ltd.3.26%

1. GE VERNOVA T&D INDIA LIMITED3.13%

1. HDFC ASSET MANAGEMENT COMPANY LTD.2.37%
2. Nippon Life Asset Management Ltd0.69%

1. One 97 Communications Ltd2.98%

1. Fortis Healthcare India Ltd2.95%

1. FSN E-Commerce Ventures Ltd.2.80%

1. GMR AIRPORTS LIMITED2.24%

1. UPL Ltd2.23%

1. National Aluminium Company Ltd.1.98%

1. Indus Towers Ltd.1.96%

1. HITACHI ENERGY INDIA LTD.1.86%

1. Vodafone Idea Ltd1.21%
2. BHARTI HEXACOM LTD.0.40%

1. SRF LTD.1.57%

1. polycab India Limited1.54%

1. JK Cement Ltd.1.06%
2. Dalmia Bharat Limited0.44%

1. HINDUSTAN PETROLEUM CORPORATION LTD.1.43%

1. MRF Ltd.1.37%

1. MARICO LTD.1.32%

1. Minda Industries Ltd.1.09%

1. JINDAL STAINLESS LTD1.02%

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 0.98. 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
Edelweiss Nifty500 Multicap Momentum Quality 50 ETF Growth033.7 CR0.31
Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth0393.24 CR0.98
DSP Silver ETF Growth01710.79 CR
ICICI Prudential Silver ETF Growth014714.8 CR0.4
Fund Name1Y3Y
This FundEdelweiss Nifty500 Multicap Momentum Quality 50 ETF Growth3.58380
This FundKotak Nifty Midcap 150 Momentum 50 Index Fund Growth2.91520
This FundDSP Silver ETF Growth192.6736284.0244
This FundICICI Prudential Silver ETF Growth192.8609285.1848

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 0.98. 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 : 3.60%
  • 6 Months : -1.73%
  • 1 Year : 2.92%
  • 3 Years : 0.00%
Returns of Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 9.268 as on May 15,2026. 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.