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This Fund:
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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹319 Cr

Lock In Period

N/A

Expense Ratio

0.93

Benchmark

Nifty Midcap150 Momentum 50 Total Return

Exit Load

Nil

Summary

Latest details for Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth include a ₹9.173 NAV as of Apr 24,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth AUM is ₹319 Cr, with a lock-in of N/A years, expense ratio of 0.93%, and benchmark Nifty Midcap150 Momentum 50 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 13.29% returns, against a category average of 0.58% and a category best of 22.18%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M13.290.5822.18
6M-0.400.5260.63
1Y4.523.44144.89
3Y0.0011.27211.53

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 managed by Kotak Mahindra Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹319 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
This FundBandhan Nifty Midcap 150 Index Fund Growth030.32 CR0.87
This FundKotak Nifty Alpha 50 Index Fund Growth024.55 CR0.94
This FundKotak Nifty Midcap 150 Momentum 50 Index Fund Growth0319.28 CR0.93
This FundKotak Silver ETF Growth03319.12 CR0.35
This FundICICI Prudential Silver ETF Growth014511.43 CR0.4
Fund Name1Y3Y
This FundBandhan Nifty Midcap 150 Index Fund Growth8.79860
This FundKotak Nifty Alpha 50 Index Fund Growth00
This FundKotak Nifty Midcap 150 Momentum 50 Index Fund Growth4.52030
This FundKotak Silver ETF Growth144.2775210.7028
This FundICICI Prudential Silver ETF Growth144.8727211.5326

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 : 13.29%
  • 6 Months : -0.40%
  • 1 Year : 4.52%
  • 3 Years : 0.00%
Returns of Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 9.173 as on Apr 24,2026. 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 ₹319 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.
Min Inv Amount: ₹500