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Kotak Nifty Midcap 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 50 Index Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹75 Cr

Lock In Period

N/A

Expense Ratio

0.91

Exit Load

Nil

Benchmark

Nifty Midcap 50 Total Retrun

Summary

Kotak Nifty Midcap 50 Index Fund Growth NAV is ₹10.5 as of 16 May, 2026. Kotak Nifty Midcap 50 Index Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Kotak Nifty Midcap 50 Index Fund Growth is ₹100. The AUM of Kotak Nifty Midcap 50 Index Fund Growth is ₹75 Cr. The expense ratio of the fund is 0.91%, and its benchmark is Nifty Midcap 50 Total Retrun. The current exit load of the fund is Nil. In the last 1M months, Kotak Nifty Midcap 50 Index Fund Growth has delivered 6.23% returns.

Kotak Nifty Midcap 50 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M6.230.2721.06
6M0.011.1778.96
1Y8.964.37192.86
3Y0.0012.43285.18

Portfolio Analysis

  • Equity: 99.88%
  • Debt: 0.12%
  • Others
As on: 2026-03-31
View allocation % by

1. FEDERAL BANK LTD.3.33%
2. INDUSIND BANK LTD.2.59%
3. AU SMALL FINANCE BANK LTD.2.49%
4. IDFC FIRST BANK LIMITED2.03%
5. YES BANK LTD.1.58%

1. Lupin Ltd.2.93%
2. Laurus Labs Ltd2.02%
3. Aurobindo Pharma Ltd.1.90%
4. Alkem Laboratories Ltd.1.62%
5. MANKIND PHARMA LTD1.18%

1. BSE LTD5.72%
2. MULTI COMMODITY EXCHANGE OF INDIA LIMITED3.18%

1. Persistent Systems Limited2.77%
2. Coforge Limited1.95%
3. Mphasis Ltd1.42%

1. PB Fintech Ltd.2.54%
2. One 97 Communications Ltd2.10%

1. Suzlon Energy Ltd.2.51%
2. Bharat Heavy Electricals Ltd.1.87%

1. Dixon Technologies India Ltd2.08%
2. Havells India Ltd.1.57%

1. PHOENIX MILLS LTD.1.47%
2. GODREJ PROPERTIES LIMITED1.14%
3. Prestige Estates Projects Limited0.99%

1. SWIGGY LTD1.86%
2. FSN E-Commerce Ventures Ltd.1.68%

1. Hero MotoCorp Ltd.3.43%

1. Indus Towers Ltd.2.82%

1. Dabur India Ltd.1.26%
2. Colgate- Palmolive (India) Ltd.1.23%

1. BHARAT FORGE LTD.2.33%

1. Ashok Leyland Ltd.2.30%

1. ICICI Lombard General Insurance Company Ltd2.17%

1. Fortis Healthcare India Ltd2.16%

1. Max Financial Services Ltd2.06%

1. MARICO LTD.2.03%

1. Info Edge India Ltd.1.93%

1. polycab India Limited1.88%

1. SRF LTD.1.85%

1. APL Apollo Tubes Ltd1.84%

1. HINDUSTAN PETROLEUM CORPORATION LTD.1.68%

1. UPL Ltd1.66%

1. GMR AIRPORTS LIMITED1.58%

1. WAAREE ENERGIES LIMITED1.55%

1. Tube Investments Of India Ltd.1.40%

1. NMDC Ltd.1.38%

1. Oil India Limited1.35%

1. Supreme Industries Limited1.26%

1. NHPC Ltd.1.22%

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 ₹75 Crore. The fund benchmarks its performance against the Nifty Midcap 50 Total Retrun while maintaining an expense ratio of 0.91. 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 Auto Index Fund Growth040.82 CR0.93
Mirae Asset Nifty500 Multicap 50 25 25 ETF Growth083.73 CR0.15
Kotak Nifty Midcap 50 Index Fund Growth075.38 CR0.91
DSP Silver ETF Growth01710.79 CR
ICICI Prudential Silver ETF Growth014714.8 CR0.4
Fund Name1Y3Y
This FundNippon India Nifty Auto Index Fund Growth11.56970
This FundMirae Asset Nifty500 Multicap 50 25 25 ETF Growth2.96850
This FundKotak Nifty Midcap 50 Index Fund Growth8.96320
This FundDSP Silver ETF Growth192.6736284.0244
This FundICICI Prudential Silver ETF Growth192.8609285.1848

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 0.91. 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 : 6.23%
  • 6 Months : 0.01%
  • 1 Year : 8.96%
  • 3 Years : 0.00%
Returns of Kotak Nifty Midcap 50 Index Fund Growth are updated daily based on NAV of ₹ 10.5 as on May 15,2026. 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 ₹75 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.