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Business News/Market/Market Stats/    Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth

Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth

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Invest
Explore On
  • Index Funds
  • Index Funds
  • Rating N.A.
  • Plan
9.41 +0.04 (0.43%) NAV as on 11 Nov, 2025
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)259.94
  • CAGR -1.93%
  • Exit Load0.00%
  • Expense ratio0.93%
  • CategoryIndex Funds
  • Min Investment100
  • Min SIP100
  • Launch Date2024-10-08

Morning Star Rating N.A.

High
Risk
Return

Asset Allocation

Holdings As On - 12 November 2025

  • Name
  • Value (Cr)
  • Holding %
  • BSE
  • 10.15
  • 3.90%
  • SRF
  • 8.42
  • 3.24%
View More

Peer Comparison

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.00
  • Std Deviation 0.00%
  • Tracking Error 0.00%

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 259.94 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 High & - respectively.

 

The top holdings of the fund include Max Financial Services, Max Healthcare Institute, Suzlon Energy & BSE.

 

The major sectors where the fund is invested are Chemical Manufacturing, Consumer Financial Services, Software & Programming & Healthcare Facilities.

 

Some of the similar funds are Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Regular Growth, UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth, Motilal Oswal Nifty Capital Market Index Fund Regular Growth, DSP Nifty Smallcap250 Quality 50 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%.

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FAQs about Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth

According to the morning star rating Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth has a High risk & return.
Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth is managed by Abhishek Bisen,Devender Singhal,Satish Dondapati.
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 -1.93% 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 259.94 crores.
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