Launch date | 03 Mar 2025 |
Allotment date | 21 Mar 2025 |
End date | 17 Mar 2025 |
NAV | ₹10.00 |
Inclusive of GST
Nil
0.005% (from July 1st, 2020)
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.
Min. for 1st investment | Not Supported |
Min. for 2nd investment onwards | Not Supported |
Min. for SIP | Not Supported |
Rank (total assets) | #5 in India |
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Total AUM | ₹4,65,529.48Cr |
Date of Incorporation | 05 Aug 1994 |
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Kotak Nifty Midcap 150 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 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹4,65,529 Cr and the Latest NAV as of 03 Mar 2025 is ₹10.00. The Kotak Nifty Midcap 150 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. ;
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 benchmark | NIFTY Midcap 150 Total Return Index |
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Equity, Mid Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
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Motilal Oswal Midcap Fund Direct Growth | 5 | 21.4% | 29.7% | 23,703.68 |
HDFC Mid Cap Opportunities Direct Plan Growth | 5 | 14.2% | 25.7% | 67,578.59 |
Nippon India Growth Fund Direct Growth | 4 | 17.4% | 24.1% | 30,276.31 |
Kotak Emerging Equity Fund Direct Growth | 4 | 17.6% | 20.1% | 43,941.48 |
SBI Magnum Mid Cap Direct Plan Growth | 4 | 13.6% | 19.2% | 19,391.73 |
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