Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth
Very High Risk
Equity
₹9.62
0.16%1D Change
-3.38%p.a.
Very High Risk
Equity
₹9.62
0.16%1D Change
-3.38%p.a.
Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth
₹9.62
0.16%1D
-3.38%p.a.
Returns calculator
Investment Type
Fund overview
- RatingNo Rating
- Expense ratio0.28%
- Exit Load0% within 0 days
- AUM (Fund size)₹283.83 Crore
- Lock-in periodNo Lock-in
- Age1 yrs since Oct 08, 2024
- Min. investmentSIP ₹100 & Lump. ₹100
- RiskVery High
- Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
- Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year
Fund Distribution
| Holding Name | Assets (%) |
|---|---|
| Max Healthcare Institute Ltd Ordinary Shares | 4.68% |
| Max Financial Services Ltd | 4.58% |
| BSE Ltd | 4.49% |
| Suzlon Energy Ltd | 4.09% |
| Coforge Ltd | 3.76% |
Peer Comparison
| Fund Name | AUM (In Crs.) | NAV | Risk |
|---|---|---|---|
| Motilal Oswal Nifty Bank ... | ₹ 647 Cr | ₹22.01 | 0.22% | Very High |
| Nippon India Index Fund -... | ₹ 2,864 Cr | ₹47.98 | 0.54% | Very High |
| HSBC Nifty 50 Index Fund ... | ₹ 364 Cr | ₹30.79 | 0.53% | Very High |
| Motilal Oswal Nifty 50 In... | ₹ 806 Cr | ₹22.56 | 0.55% | Very High |
NAV History - Kotak Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - Growth
FUND | Kotak Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - Growth |
|---|---|
| NAV (Nov 20, 2025) | ₹9.62 |
| Class | Equity | Mid Cap |
| Inception Date | Oct 08, 2024 |
| Fund Manager | Abhishek Bisen, Devender Singhal, Satish Dondapati |
FUND | Kotak Nifty Midcap 150 Momentum 50 Index Fund - Direct Plan - Growth |
|---|---|
| Initial Price | ₹10 |
| Min. Investment Amount | SIP ₹100 and Lump. ₹100 |
| Exit Load | 0% within 0 days |
Returns | 1W | 1M | 3M | 6M | 1Y | 3Y |
|---|---|---|---|---|---|---|
| Kotak Nifty Midcap 1... | 1.14% | 2.37% | 2.66% | 6.26% | 2.72% | null% |
About Kotak Mahindra Asset Management Co Ltd
Kotak Mutual Fund was established in December 1998 and is a wholly-owned subsidiary of Kotak Mahindra Bank. It is one of the top asset management companies in India. Kotak Mutual Fund has Kotak Mahindra Bank Limited as the sponsor and Kotak Mahindra Trustee Company Limited as the trustee. Kotak Mahindra Asset Management Company (KMAMC) is the asset management company for Kotak Mahindra Mutual Fund.
Kotak Mahindra Asset Management Co Ltd Details
- No. of schemes127
- Total AUM₹233,780.35 Crore
- AddressKotak Mahindra Asset management Company Limited, 2nd Floor, 12-BKC, Plot No C-12, Mumbai, Maharashatra, 400 051
- Phone+91 22 61152100
Start your investment
(as per historical returns)
