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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
8.91 +0.02 (0.22%) NAV as on 09 Apr, 2026
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)321.56
  • CAGR 12.21%
  • Exit Load0.00%
  • Expense ratio0.93%
  • CategoryIndex Funds
  • Min Investment100
  • Min SIP100
  • Launch Date2024-10-08

Morning Star Rating N.A.

Medium
Risk
High
Return

Asset Allocation

Holdings As On - 13 April 2026

  • Name
  • Value (Cr)
  • Holding %
  • BSE
  • 16.28
  • 5.06%
View More

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 321.56 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 & High respectively.

 

The top holdings of the fund include BSE, Hero Motocorp, Federal Bank & Cummins India.

 

The major sectors where the fund is invested are Regional Banks, Consumer Financial Services, Investment Services & Electronic Instr. & Controls.

 

Some of the similar funds are Edelweiss Nifty Large Mid Cap 250 Index Fund Regular Growth, Groww Nifty Total Market Index Fund Regular Growth, Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth, Axis Nifty 500 Index Fund Regular Growth, SBI BSE Sensex 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 Medium risk & High 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 12.21% 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 321.56 crores.
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