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Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth
NAV: 10 Apr '26
₹9.19
Min. for SIP
₹100
Fund size (AUM)
₹319.28 Cr
Expense ratio
0.28%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,185 | +1.23% | |
| 6 months | ₹30,000 | ₹29,515 | -1.62% | |
| 1 year | ₹60,000 | ₹59,093 | -1.51% |
Holdings (50)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| BSE Ltd. | Services | Equity | 5.68% |
| Hero Motocorp Ltd. | Automobile | Equity | 5.04% |
| Cummins India Ltd. | Capital Goods | Equity | 4.59% |
| The Federal Bank Ltd. | Financial | Equity | 4.57% |
| Muthoot Finance Ltd. | Financial | Equity | 4.51% |
| AU Small Finance Bank Ltd. | Financial | Equity | 4.35% |
| Ashok Leyland Ltd. | Automobile | Equity | 3.26% |
| L&T Finance Ltd. | Financial | Equity | 3.15% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 3.13% |
| Max Financial Services Ltd. | Financial | Equity | 2.99% |
| One97 Communications Ltd. | Services | Equity | 2.98% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 2.95% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 2.80% |
| Indian Bank | Financial | Equity | 2.77% |
| Aditya Birla Capital Ltd. | Financial | Equity | 2.68% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 2.37% |
| GMR Airports Ltd. | Construction | Equity | 2.24% |
| UPL Ltd. | Chemicals | Equity | 2.23% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 2.16% |
| IDFC First Bank Ltd. | Financial | Equity | 2.15% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 1.98% |
| Indus Towers Ltd. | Communication | Equity | 1.96% |
| Persistent Systems Ltd. | Technology | Equity | 1.95% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 1.86% |
| Lupin Ltd. | Healthcare | Equity | 1.73% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 1.62% |
| SRF Ltd. | Chemicals | Equity | 1.57% |
| Polycab India Ltd. | Capital Goods | Equity | 1.54% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.43% |
| MRF Ltd. | Automobile | Equity | 1.37% |
| Coforge Ltd. | Technology | Equity | 1.37% |
| Marico Ltd. | Consumer Staples | Equity | 1.32% |
| Vodafone Idea Ltd. | Communication | Equity | 1.21% |
| UNO Minda Ltd. | Automobile | Equity | 1.09% |
| JK Cement Ltd. | Construction | Equity | 1.06% |
| Jindal Stainless Ltd. | Metals & Mining | Equity | 1.02% |
| Coromandel International Ltd. | Chemicals | Equity | 1.00% |
| Bank of India | Financial | Equity | 1.00% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 0.98% |
| Biocon Ltd. | Healthcare | Equity | 0.94% |
| Sundaram Finance Ltd. | Financial | Equity | 0.83% |
| SBI Cards And Payment Services Ltd. | Financial | Equity | 0.70% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.69% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 0.62% |
| Dalmia Bharat Ltd. | Construction | Equity | 0.44% |
| Bharti Hexacom Ltd. | Communication | Equity | 0.40% |
| 3M India Ltd. | Consumer Staples | Equity | 0.40% |
| Abbott India Ltd. | Healthcare | Equity | 0.39% |
| Berger Paints India Ltd. | Chemicals | Equity | 0.39% |
| Indraprastha Gas Ltd. | Energy | Equity | 0.34% |
See All
Minimum investments
Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100
Returns and rankings
Annualised returns
Absolute returns
| Name | 3M | 6M | 1Y | All |
|---|---|---|---|---|
| Fund returns | -11.5% | -6.6% | -0.6% | -16.1% |
| Category average (Equity Mid Cap) | -- | -- | +2.0% | -- |
| Rank (Equity Mid Cap) | 12 | 12 | 37 | -- |
Exit load, stamp duty and tax
Exit load
Nil
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
WhiteOak Capital Mid Cap Fund Direct Growth | +24.02% | +27.74% | 4,490.64 | |
Edelweiss Mid Cap Direct Plan Growth | +18.70% | +26.64% | 14,355.22 | |
Nippon India Growth Mid Cap Fund Direct Growth | +18.90% | +26.54% | 39,676.13 | |
Sundaram Mid Cap Fund Direct Growth | +18.18% | +25.46% | 11,898.19 | |
HDFC Mid Cap Fund Direct Growth | +19.45% | +25.00% | 85,357.92 | |
| Compare | ||||
Fund management
ABAbhishek BisenSep 2024 - PresentView details
AB
Abhishek Bisen
Sep 2024 - Present
View details
SDSatish DondapatiSep 2024 - PresentView details
SD
Satish Dondapati
Sep 2024 - Present
View details
JVSJeetu Valechha SonarMar 2026 - PresentView details
JVS
Jeetu Valechha Sonar
Mar 2026 - Present
View details
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 launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Abhishek Bisen is the Current Fund Manager of Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,95,414 Cr and the Latest NAV as of 10 Apr 2026 is ₹9.19.
The Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100.
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Investment Objective
The scheme seeks to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking errors.
Fund benchmarkNIFTY Midcap 150 Momentum 50 Total Return Index
Fund house
Rank (total assets)#5 in India
Total AUM₹5,95,413.81 Cr
Date of Incorporation05 Aug 1994
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,