Kotak Nifty Midcap 50 Index Fund Direct Growth

Equity
Mid Cap
Very High Risk
1M
All
NAV: 14 Nov 2024₹9.25
Min. SIP amount₹100
RatingNA
Fund size₹44.56Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Returns and rankings

Category: Equity Mid Cap
Absolute returns
1M3M6MAll
Fund returns-8.0%NANA-4.5%
Category averageNANANANA
Rank with in categoryNANANANA
Understand terms

Peer Comparison

Equity, Mid Cap fundsRating1Y3YFund Size(Cr)
5
59.1%31.8%18,604.02
4
35.4%24.8%77,682.90
5
29.1%23.4%9,500.70
4
38.0%22.9%35,208.97
4
39.8%21.6%52,626.72

Holdings (50)

NameSectorInstrumentAssets
Capital GoodsEquity5.12%
HealthcareEquity3.95%
ServicesEquity3.24%
TechnologyEquity3.12%
HealthcareEquity2.85%
Capital GoodsEquity2.81%
Capital GoodsEquity2.78%
ServicesEquity2.77%
Consumer StaplesEquity2.72%
CommunicationEquity2.63%
Capital GoodsEquity2.62%
FinancialEquity2.60%
FinancialEquity2.34%
EnergyEquity2.28%
FinancialEquity2.28%
Consumer DiscretionaryEquity2.27%
FinancialEquity2.24%
HealthcareEquity2.20%
AutomobileEquity2.08%
ChemicalsEquity2.04%
Consumer StaplesEquity1.97%
ConstructionEquity1.97%
DiversifiedEquity1.95%
FinancialEquity1.94%
ChemicalsEquity1.85%
ConstructionEquity1.85%
TechnologyEquity1.83%
ConstructionEquity1.82%
AutomobileEquity1.82%
FinancialEquity1.81%
Capital GoodsEquity1.77%
HealthcareEquity1.71%
ChemicalsEquity1.67%
Metals & MiningEquity1.54%
Metals & MiningEquity1.52%
AutomobileEquity1.52%
TechnologyEquity1.46%
TechnologyEquity1.43%
EnergyEquity1.38%
ServicesEquity1.36%
CommunicationEquity1.35%
ChemicalsEquity1.33%
CommunicationEquity1.32%
FinancialEquity1.25%
ConstructionEquity1.20%
FinancialEquity1.17%
Metals & MiningEquity1.10%
ConstructionEquity0.92%
FinancialEquity0.91%
FinancialEquity0.80%
See All

Expense ratio, exit load and tax

Expense ratio: 0.27%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (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.

Understand terms
Check past data

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Fund management

Abhishek Bisen
Jul 2024 - Present
View details

Education
Mr. Bisen is a BA and MBA in Finance.
Experience
Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
NA
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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