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Kotak Nifty Midcap 50 Index Fund Growth Return

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  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Kotak Nifty Midcap 50 Index Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹78 Cr

Lock In Period

N/A

Expense Ratio

1.03

Exit Load

Nil

Benchmark

Nifty Midcap 50 Total Retrun

Kotak Nifty Midcap 50 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M2.54-1.0618.94
6M7.840.5828.06
1Y9.652.7791.53
3Y0.0010.96189.04

Portfolio Analysis

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

1. FEDERAL BANK LTD.3.63%
2. INDUSIND BANK LTD.2.72%
3. AU SMALL FINANCE BANK LTD.2.62%
4. IDFC FIRST BANK LIMITED2.35%
5. YES BANK LTD.1.89%

1. BSE LTD7.05%
2. MULTI COMMODITY EXCHANGE OF INDIA LIMITED3.23%

1. Laurus Labs Ltd2.63%
2. Lupin Ltd.2.62%
3. Aurobindo Pharma Ltd.1.95%
4. Alkem Laboratories Ltd.1.45%
5. MANKIND PHARMA LTD1.29%

1. Suzlon Energy Ltd.3.20%
2. Bharat Heavy Electricals Ltd.2.69%

1. Persistent Systems Limited2.10%
2. Coforge Limited1.79%
3. Mphasis Ltd1.28%

1. PB Fintech Ltd.2.51%
2. One 97 Communications Ltd2.14%

1. PHOENIX MILLS LTD.1.62%
2. Prestige Estates Projects Limited1.18%
3. GODREJ PROPERTIES LIMITED1.13%

1. Dixon Technologies India Ltd2.21%
2. Havells India Ltd.1.30%

1. FSN E-Commerce Ventures Ltd.1.90%
2. SWIGGY LTD1.52%

1. Hero MotoCorp Ltd.2.78%

1. BHARAT FORGE LTD.2.55%

1. polycab India Limited2.38%

1. Colgate- Palmolive (India) Ltd.1.17%
2. Dabur India Ltd.1.11%

1. Indus Towers Ltd.2.25%

1. Fortis Healthcare India Ltd2.22%

1. Ashok Leyland Ltd.2.01%

1. MARICO LTD.1.97%

1. ICICI Lombard General Insurance Company Ltd1.89%

1. Max Financial Services Ltd1.87%

1. GMR AIRPORTS LIMITED1.78%

1. SRF LTD.1.77%

1. HINDUSTAN PETROLEUM CORPORATION LTD.1.69%

1. Info Edge India Ltd.1.67%

1. APL Apollo Tubes Ltd1.45%

1. Tube Investments Of India Ltd.1.44%

1. UPL Ltd1.43%

1. NHPC Ltd.1.37%

1. NMDC Ltd.1.31%

1. WAAREE ENERGIES LIMITED1.26%

1. Oil India Limited1.01%

About Fund Kotak Nifty Midcap 50 Index Fund Growth

Kotak Nifty Midcap 50 Index Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹78 Crore. The fund benchmarks its performance against the Nifty Midcap 50 Total Retrun 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
Nippon India Nifty 500 Momentum 50 Index Fund Growth01,254 CR0.93
Groww Nifty 50 Index Fund Growth025 CR1.11
Kotak Nifty Midcap 50 Index Fund Growth077 CR1.03
Kotak Silver ETF Growth03,461 CR0.35
ICICI Prudential Silver ETF Growth013,863 CR0.4
Fund Name1Y3Y
This FundNippon India Nifty 500 Momentum 50 Index Fund Growth0.33410
This FundGroww Nifty 50 Index Fund Growth-2.27360
This FundKotak Nifty Midcap 50 Index Fund Growth9.65190
This FundKotak Silver ETF Growth89.9636188.3822
This FundICICI Prudential Silver ETF Growth90.2304189.0406

Kotak Nifty Midcap 50 Index Fund Growth FAQs

Kotak Nifty Midcap 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 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 50 Index Fund Growth’s fund performance is as follows:
  • 1 Month : 2.54%
  • 6 Months : 7.84%
  • 1 Year : 9.65%
  • 3 Years : 0.00%
Returns of Kotak Nifty Midcap 50 Index Fund Growth are updated daily based on NAV of ₹ 11.01 as on Jul 31,2026. Since inception, the return has been 0.00%.

You can invest in Kotak Nifty Midcap 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 50 Index Fund Growth is ₹78 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Nifty Midcap 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.