Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth
3Y Annualised
N/A
-0.69% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
2.37%
-0.69% 1D
Benchmark
N/A
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
24 years 8 months
5 years 7 months
9 years 7 months
Fund info
Fund size
₹283.83 Cr
Min. SIP amount
₹1000
Min. Lumpsum amount
₹100
Exit load
0%
NIL
Risk Profile
Very High Risk
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
SBI BSE PSU Bank ETF
2nd
SBI BSE PSU BANK INDEX FUND Direct Growth
3rd
SBI BSE PSU BANK INDEX FUND Direct Payout Inc Dist cum Cap Wdrl
4th
SBI BSE PSU BANK INDEX FUND Direct Reinvestment Inc Dist cum Cap Wdrl
5th
SBI BSE PSU BANK INDEX FUND Regular Payout Inc Dist cum Cap Wdrl
152nd
Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth
Fund Managers
About Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth
Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth is a Equity mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 1 years, having been launched on 2024-10-08. Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth has ₹283.83 Cr worth of assets under management (AUM) as of Thu Nov 20 2025. The latest Net Asset Value (NAV) of Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth as of Wed Nov 19 2025 is ₹9.608. The fund has an expense ratio of 0.28%, which is medium comparable to most other Equity funds.
Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth returns for the last 1 year are 2.85%. Since launch, it has delivered -3.96% average annual returns.
The Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth has the majority of its money invested in Healthcare, Financial Services, Industrials, Technology, Basic Materials sectors.
Top 5 Holdings of Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth.
- Max Healthcare Institute Ltd Ordinary Shares: 4.68%
- Max Financial Services Ltd: 4.58%
- BSE Ltd: 4.49%
- Suzlon Energy Ltd: 4.09%
- Coforge Ltd: 3.76%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2024-10-08 |
| fundaccops@kotakmutual.com | |
| Phone | +91 22 61152100 |
| Website | www.kotakmf.com |
| Address | Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051 |
Tax Implications of Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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Calculate Your Returns
Estimated Returns in 1 Years (Based on past 1Y returns)
₹0
Total Amount
₹0
