Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Rating:
Key Metrics
Aum
₹432.08 Cr
Expense Ratio
0.93%
Exit Load
0.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
8 Oct 2024
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +1.92% | -- |
| 3 Months | +1.77% | -- |
| 6 Months | +1.08% | -- |
| 1 Year | +5.55% | +5.55% |
| 2 Years | -- | 0% |
| 3 Years | -- | 0% |
| 5 Years | -- | 0% |
| Since Launch | -4.21% | -2.31% |
Holdings as on 12 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Laurus Labs | 22.36 | 5.17 |
| Multi Commodity Exchange Of India | 21.41 | 4.95 |
| BSE | 21.32 | 4.93 |
| GE Vernova T&D India | 20.97 | 4.85 |
| Federal Bank | 19.88 | 4.60 |
| Bharat Heavy Electricals | 18.47 | 4.27 |
| Bharat Forge | 18.07 | 4.18 |
| Hitachi Energy India | 16.74 | 3.87 |
| Polycab India | 15.63 | 3.62 |
| National Aluminium Company Ltd | 13.30 | 3.08 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.00
Sharpe Ratio
0.00%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Navi Nifty Midcap 150 Index Fund Regular Growth | +11.13% | +17.41% | -- |
| Tata BSE Sensex Index Fund Regular Plan | -2.51% | +6.69% | +8.04% |
| DSP Nifty Midcap 150 Quality 50 Index Fund Regular Growth | +4.84% | +10.84% | -- |
| HDFC Nifty LargeMidcap 250 Index Fund Regular Growth | +6.86% | -- | -- |
| Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth | +5.55% | -- | -- |
Results are calculated on CAGR basis
About Fund
The investment objective of the scheme is to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking errors.
The Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth has an AUM of 432.08 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.93%. The minimum investment in Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & Low respectively.
The fund has a present cash holding of %. The top holdings of the fund include Laurus Labs, Multi Commodity Exchange Of India, BSE, GE Vernova T&D India.
The major sectors where the fund is invested are Electronic Instr. & Controls, Regional Banks, Biotechnology & Drugs, Investment Services.
Some of the similar funds are Navi Nifty Midcap 150 Index Fund Regular Growth, Tata BSE Sensex Index Fund Regular Plan, DSP Nifty Midcap 150 Quality 50 Index Fund Regular Growth, HDFC Nifty LargeMidcap 250 Index Fund Regular Growth, Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth. Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth has a sharpe ratio of 0.00 & a standard deviation of 0.00%.
FAQs
According to the morning star rating Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth has a Medium risk & Low return.
Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth is managed by Abhishek Bisen,Satish Dondapati,Jeetu Sonar.
The expense ratio of Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth is 0.93%.
The 5 year annualized return on Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth is 0.00% & it has generated 5.55% in the last 1 year.
The minimum investment in Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth is 100 Rs.
Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth has an AUM of 432.08 crores.
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