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Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth
Equity
Mid Cap
Very High Risk
NAV: 16 Jan '26
₹9.26
Min. SIP amount
₹100
Fund size
₹311.84 Cr
Expense ratio
0.28%
Return calculator
One time
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|
Holdings (50)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Hero Motocorp Ltd. | Automobile | Equity | 5.07% |
| BSE Ltd. | Services | Equity | 4.92% |
| Muthoot Finance Ltd. | Financial | Equity | 4.81% |
| AU Small Finance Bank Ltd. | Financial | Equity | 4.53% |
| The Federal Bank Ltd. | Financial | Equity | 4.16% |
| Cummins India Ltd. | Capital Goods | Equity | 4.00% |
| L&T Finance Ltd. | Financial | Equity | 3.66% |
| One97 Communications Ltd. | Services | Equity | 3.57% |
| Ashok Leyland Ltd. | Automobile | Equity | 3.35% |
| Max Financial Services Ltd. | Financial | Equity | 2.97% |
| Aditya Birla Capital Ltd. | Financial | Equity | 2.90% |
| Fortis Healthcare Ltd. | Healthcare | Equity | 2.90% |
| FSN E-Commerce Ventures Ltd. | Services | Equity | 2.79% |
| UPL Ltd. | Chemicals | Equity | 2.76% |
| IDFC First Bank Ltd. | Financial | Equity | 2.76% |
| HDFC Asset Management Company Ltd. | Financial | Equity | 2.52% |
| GMR Airports Ltd. | Construction | Equity | 2.44% |
| Indian Bank | Financial | Equity | 2.42% |
| GE Vernova T&D India Ltd | Capital Goods | Equity | 2.38% |
| Persistent Systems Ltd. | Technology | Equity | 2.21% |
| Mahindra & Mahindra Financial Services Ltd. | Financial | Equity | 2.02% |
| Hindustan Petroleum Corporation Ltd. | Energy | Equity | 1.88% |
| Glenmark Pharmaceuticals Ltd. | Healthcare | Equity | 1.82% |
| Coforge Ltd. | Technology | Equity | 1.80% |
| SRF Ltd. | Chemicals | Equity | 1.75% |
| Indus Towers Ltd. | Communication | Equity | 1.74% |
| Polycab India Ltd. | Capital Goods | Equity | 1.52% |
| MRF Ltd. | Automobile | Equity | 1.45% |
| National Aluminium Company Ltd. | Metals & Mining | Equity | 1.42% |
| Lupin Ltd. | Healthcare | Equity | 1.40% |
| Vodafone Idea Ltd. | Communication | Equity | 1.35% |
| Hitachi Energy India Ltd. | Capital Goods | Equity | 1.24% |
| UNO Minda Ltd. | Automobile | Equity | 1.20% |
| Marico Ltd. | Consumer Staples | Equity | 1.19% |
| Jindal Stainless Ltd. | Metals & Mining | Equity | 1.07% |
| Coromandel International Ltd. | Chemicals | Equity | 1.04% |
| JK Cement Ltd. | Construction | Equity | 1.02% |
| Bank of India | Financial | Equity | 0.93% |
| Biocon Ltd. | Healthcare | Equity | 0.91% |
| Sundaram Finance Ltd. | Financial | Equity | 0.89% |
| APL Apollo Tubes Ltd. | Metals & Mining | Equity | 0.86% |
| SBI Cards And Payment Services Ltd. | Financial | Equity | 0.84% |
| Nippon Life India Asset Management Ltd. | Financial | Equity | 0.67% |
| AIA Engineering Ltd. | Metals & Mining | Equity | 0.60% |
| Dalmia Bharat Ltd. | Construction | Equity | 0.47% |
| Berger Paints India Ltd. | Chemicals | Equity | 0.45% |
| Bharti Hexacom Ltd. | Communication | Equity | 0.43% |
| 3M India Ltd. | Consumer Staples | Equity | 0.41% |
| Indraprastha Gas Ltd. | Energy | Equity | 0.40% |
| Abbott India Ltd. | Healthcare | Equity | 0.39% |
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 | -1.1% | -2.1% | +2.0% | -7.4% |
| Category average (Equity Mid Cap) | -- | -- | +2.0% | -- |
| Rank (Equity Mid Cap) | 32 | 35 | 40 | -- |
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
If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
Edelweiss Mid Cap Direct Plan Growth | +9.05% | +27.46% | 13,650.47 | |
WhiteOak Capital Mid Cap Fund Direct Growth | +12.02% | +27.44% | 4,447.55 | |
HDFC Mid Cap Fund Direct Growth | +12.46% | +26.18% | 92,641.55 | |
Motilal Oswal Midcap Fund Direct Growth | -3.08% | +25.68% | 36,880.18 | |
JM Midcap Fund Direct Growth | +2.68% | +25.44% | 1,178.20 | |
| Compare | ||||
Fund management
ABAbhishek BisenSep 2024 - PresentView details
AB
Abhishek Bisen
Sep 2024 - Present
View details
DSDevender SinghalSep 2024 - PresentView details
DS
Devender Singhal
Sep 2024 - Present
View details
SDSatish DondapatiSep 2024 - PresentView details
SD
Satish Dondapati
Sep 2024 - 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 ₹5,69,913 Cr and the Latest NAV as of 16 Jan 2026 is ₹9.26.
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₹5,69,913.46 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,