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Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth Return

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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(%)
1M1.82-0.2015.92
6M3.091.7330.44
1Y4.164.2497.16
3Y0.0010.63192.87

Portfolio Analysis

  • Equity: 100.07%
  • Debt: -0.07%
  • Others
As on: 2026-06-30
View allocation % by

1. Laurus Labs Ltd5.17%
2. Lupin Ltd.2.53%
3. Aurobindo Pharma Ltd.2.14%
4. Glenmark Pharmaceuticals Ltd1.95%
5. BIOCON LTD.1.30%
6. Ajanta Pharma Ltd.0.63%

1. MULTI COMMODITY EXCHANGE OF INDIA LIMITED4.95%
2. BSE LTD4.93%

1. FEDERAL BANK LTD.4.60%
2. AU SMALL FINANCE BANK LTD.2.65%
3. INDUSIND BANK LTD.2.11%

1. polycab India Limited3.62%
2. KEI Industries Ltd.2.04%

1. GE VERNOVA T&D INDIA LIMITED4.85%

1. Bharat Heavy Electricals Ltd.4.27%

1. BHARAT FORGE LTD.4.18%

1. HITACHI ENERGY INDIA LTD.3.87%

1. Vodafone Idea Ltd2.65%
2. TATA COMMUNICATIONS LTD0.84%

1. National Aluminium Company Ltd.3.08%

1. ADITYA BIRLA CAPITAL LTD1.63%
2. Max Financial Services Ltd1.23%

1. BANK OF MAHARASHTRA1.16%
2. INDIAN BANK1.05%
3. BANK OF INDIA0.47%

1. JSW ENERGY LTD.1.71%
2. NLC India Ltd.0.75%

1. MARICO LTD.2.27%

1. Fortis Healthcare India Ltd2.03%

1. Indus Towers Ltd.1.97%

1. Steel Authority of India Ltd.1.89%

1. Thermax Ltd.1.68%

1. Apar Industries Ltd.1.65%

1. Ashok Leyland Ltd.1.60%

1. FSN E-Commerce Ventures Ltd.1.55%

1. NMDC Ltd.1.43%

1. LLOYDS METALS AND ENERGY LTD.1.42%

1. Radico Khaitan Ltd.1.40%

1. One 97 Communications Ltd1.22%

1. L&T FINANCE LTD1.22%

1. Oracle Financial Services Software Ltd1.19%

1. Nippon Life Asset Management Ltd1.13%

1. GMR AIRPORTS LIMITED1.12%

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
Bandhan Nifty Next 50 Index Fund Growth032 CR1.15
Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth0432 CR1.03
Kotak Silver ETF Growth03,461 CR0.35
ICICI Prudential Silver ETF Growth013,863 CR0.4
Fund Name1Y3Y
This FundBandhan Nifty Next 50 Index Fund Growth12.55410
This FundKotak Nifty Midcap 150 Momentum 50 Index Fund Growth4.15520
This FundKotak Silver ETF Growth95.8774192.1508
This FundICICI Prudential Silver ETF Growth96.1656192.8733

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 : 1.82%
  • 6 Months : 3.09%
  • 1 Year : 4.16%
  • 3 Years : 0.00%
Returns of Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 9.475 as on Aug 03,2026. 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.