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Kotak Nifty Midcap 150 Momentum 50 Index Fund Growth
NAV: 16 Sep '26
₹9.22
Min. for SIP
₹100
Fund size (AUM)
₹473.94 Cr
Expense ratio
1.38%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,100 | +0.67% | |
| 6 months | ₹30,000 | ₹31,069 | +3.56% | |
| 1 year | ₹60,000 | ₹62,292 | +3.82% |
Holdings (52)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Laurus Labs Ltd | Healthcare | Equity | 6.31% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 5.74% |
| The Federal Bank Ltd | Financial | Equity | 4.81% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 4.42% |
| GE T&D India Ltd | Industrials | Equity | 4.22% |
| BSE Ltd | Financial | Equity | 4.05% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 3.97% |
| Hitachi Energy India Ltd | Industrials | Equity | 3.62% |
| National Aluminium Company Ltd | Materials | Equity | 3.34% |
| Polycab India Ltd | Industrials | Equity | 3.32% |
| AU Small Finance Bank Ltd | Financial | Equity | 2.68% |
| Vodafone Idea Ltd | Technology | Equity | 2.54% |
| Aurobindo Pharma Ltd | Healthcare | Equity | 2.25% |
| Indusind Bank Ltd | Financial | Equity | 2.24% |
| Lupin Ltd | Healthcare | Equity | 2.21% |
| Marico Ltd | Consumer Staples | Equity | 2.16% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 2.12% |
| Kei Industries Ltd | Industrials | Equity | 2.08% |
| Steel Authority Of India Ltd | Materials | Equity | 2.06% |
| Indus Towers Ltd | Technology | Equity | 1.89% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.86% |
| Apar Industries Ltd | Diversified | Equity | 1.80% |
| One 97 Communications Ltd | Industrials | Equity | 1.78% |
| Ashok Leyland Ltd | Industrials | Equity | 1.72% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 1.68% |
| Aditya Birla Capital Ltd | Financial | Equity | 1.65% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 1.54% |
| JSW Energy Ltd | Energy & Utilities | Equity | 1.48% |
| NMDC Ltd | Materials | Equity | 1.43% |
| Lloyds Metals and Energy Ltd | Materials | Equity | 1.36% |
| Oracle Financial Services Software Ltd | Technology | Equity | 1.34% |
| Biocon Ltd | Healthcare | Equity | 1.24% |
| Thermax Ltd | Industrials | Equity | 1.23% |
| L&T Finance Holdings Ltd | Financial | Equity | 1.22% |
| Max Financial Services Ltd | Financial | Equity | 1.18% |
| APL Apollo Tubes Ltd | Industrials | Equity | 1.17% |
| Indian Bank | Financial | Equity | 1.11% |
| Nippon Life India Asset Management Ltd | Financial | Equity | 1.10% |
| Oil India Ltd | Energy & Utilities | Equity | 1.01% |
| Bank of Maharashtra | Financial | Equity | 1.01% |
| GMR Airports Infrastructure Ltd | Industrials | Equity | 0.91% |
| AIA Engineering Ltd | Industrials | Equity | 0.78% |
| Tata Communications Ltd | Technology | Equity | 0.71% |
| Adani Total Gas Ltd | Energy & Utilities | Equity | 0.67% |
| Ajanta Pharma Ltd | Healthcare | Equity | 0.64% |
| NLC India Ltd | Energy & Utilities | Equity | 0.60% |
| Linde India Ltd | Materials | Equity | 0.49% |
| Jindal Stainless Ltd | Materials | Equity | 0.46% |
| Bank of India | Financial | Equity | 0.46% |
| 3M India Ltd | Diversified | Equity | 0.24% |
| Repo | Unspecified | Repo | 0.21% |
| Net Payables | Unspecified | Net Payables | -0.11% |
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 | +4.6% | +8.0% | +3.6% | -5.2% |
| Category average (Equity Mid Cap) | -- | -- | +2.0% | -- |
| Rank (Equity Mid Cap) | 72 | 36 | 32 | -- |
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) | |
|---|---|---|---|---|
 | +14.74% | +21.62% | 17,188.24 | |
 | +9.67% | +19.26% | 7,485.37 | |
 | +3.83% | +16.36% | 52,270.55 | |
 | +2.84% | +16.25% | 14,863.43 | |
 | +4.29% | +15.83% | 1,08,324.55 | |
| 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 Growth
Kotak Nifty Midcap 150 Momentum 50 Index Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹6,19,695 Cr and the Latest NAV as of 16 Sep 2026 is ₹9.22.
The Kotak Nifty Midcap 150 Momentum 50 Index Fund 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₹6,19,695.24 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,