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Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth
NAV: 11 Jun '26
₹9.16
Min. for SIP
₹100
Fund size (AUM)
₹393.24 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 | ₹15,304 | +2.03% | |
| 6 months | ₹30,000 | ₹30,439 | +1.46% | |
| 1 year | ₹60,000 | ₹60,294 | +0.49% |
Holdings (52)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| BSE Ltd | Financial | Equity | 6.89% |
| Cummins India Ltd | Industrials | Equity | 4.80% |
| AU Small Finance Bank Ltd | Financial | Equity | 4.69% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 4.53% |
| The Federal Bank Ltd | Financial | Equity | 4.52% |
| Muthoot Finance Ltd | Financial | Equity | 4.37% |
| GE T&D India Ltd | Industrials | Equity | 3.43% |
| L&T Finance Holdings Ltd | Financial | Equity | 3.28% |
| Ashok Leyland Ltd | Industrials | Equity | 3.07% |
| Fortis Healthcare Ltd | Healthcare | Equity | 3.06% |
| One 97 Communications Ltd | Industrials | Equity | 3.05% |
| Max Financial Services Ltd | Financial | Equity | 2.85% |
| Aditya Birla Capital Ltd | Financial | Equity | 2.83% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 2.82% |
| HDFC Asset Management Company Ltd | Financial | Equity | 2.59% |
| Indian Bank | Financial | Equity | 2.50% |
| Hitachi Energy India Ltd | Industrials | Equity | 2.30% |
| GMR Airports Infrastructure Ltd | Industrials | Equity | 2.28% |
| IDFC First Bank Ltd | Financial | Equity | 2.27% |
| UPL Ltd | Materials | Equity | 2.25% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 2.18% |
| National Aluminium Company Ltd | Materials | Equity | 1.83% |
| Indus Towers Ltd | Technology | Equity | 1.72% |
| Persistent Systems Ltd | Technology | Equity | 1.71% |
| Polycab India Ltd | Industrials | Equity | 1.63% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 1.57% |
| Lupin Ltd | Healthcare | Equity | 1.54% |
| SRF Ltd | Materials | Equity | 1.45% |
| Hindustan Petroleum Corporation Ltd | Energy & Utilities | Equity | 1.43% |
| Coforge Ltd | Technology | Equity | 1.31% |
| Vodafone Idea Ltd | Technology | Equity | 1.30% |
| MRF Ltd | Consumer Discretionary | Equity | 1.24% |
| Marico Ltd | Consumer Staples | Equity | 1.24% |
| UNO Minda Ltd | Consumer Discretionary | Equity | 1.05% |
| Jindal Stainless Ltd | Materials | Equity | 0.99% |
| JK Cement Ltd | Materials | Equity | 0.99% |
| Coromandel International Ltd | Materials | Equity | 0.92% |
| Bank of India | Financial | Equity | 0.91% |
| APL Apollo Tubes Ltd | Industrials | Equity | 0.86% |
| Biocon Ltd | Healthcare | Equity | 0.84% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 0.78% |
| Sundaram Finance Ltd | Financial | Equity | 0.77% |
| SBI Cards & Payments Services Ltd | Financial | Equity | 0.64% |
| AIA Engineering Ltd | Industrials | Equity | 0.60% |
| Dalmia Bharat Ltd | Materials | Equity | 0.42% |
| Berger Paints India Ltd | Materials | Equity | 0.40% |
| 3M India Ltd | Diversified | Equity | 0.40% |
| Bharti Hexacom Ltd. | Technology | Equity | 0.36% |
| Abbott India Ltd | Healthcare | Equity | 0.34% |
| Indraprastha Gas Ltd | Energy & Utilities | Equity | 0.34% |
| Repo | Unspecified | Repo | 0.13% |
| Net Payables | Unspecified | Net Payables | -0.27% |
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 | +3.0% | -0.8% | -0.4% | -5.9% |
| Category average (Equity Mid Cap) | -- | -- | +2.0% | -- |
| Rank (Equity Mid Cap) | 48 | 43 | 42 | -- |
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) | |
|---|---|---|---|---|
 | +7.90% | +24.75% | 5,732.44 | |
 | +2.33% | +23.59% | 15,910.69 | |
 | +3.03% | +23.10% | 47,415.41 | |
 | +2.74% | +22.48% | 13,378.01 | |
 | +2.53% | +20.99% | 97,350.48 | |
| Compare | ||||
Fund management
JVSJeetu Valechha SonarMar 2026 - PresentView details
JVS
Jeetu Valechha Sonar
Mar 2026 - Present
View details
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
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. Jeetu Valechha Sonar 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 ₹5,91,225 Cr and the Latest NAV as of 11 Jun 2026 is ₹9.16.
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₹5,91,224.54 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,