Kotak NIFTY Midcap 150 Momentum 50 Index Fund-Dir (G) logo

Kotak NIFTY Midcap 150 Momentum 50 Index Fund Direct Growth

Other

| Index Fund

NAV ₹9.63 as on 17 Nov 2025

RiskVery High

Fund Size₹283.83Cr

NAV₹9.63 as on 17 Nov 2025
RiskVery High
Fund Size₹283.83Cr

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Investment Details
Top Rated Funds

Lock-in

No Lock-in

Min One Time Amount

₹100

Min Withdrawal Amount

₹-

Min SIP Amount

₹100

Min Additional Amount

₹100

Exit Load

Nil

Basic Details

Age

1 years 1 months (Since Oct 08, 2024)

Return since Launch

-3.37%

Expense ratio

0.28%

Type

OPEN

AUM (Fund Size)

₹283.83

Risk Grade

Very High

Benchmark

NIFTY Midcap 150 Momentum 50 Index (TRI)

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Returns
Total investment of ₹2,40,000
Would have become ₹61,949 (+209.74%)
Fund Manager

Name:

Devender Singhal

Experience:

Prior to joining Kotak Mahindra AMC, he has worked with kotak Securities Ltd.(July 2007 - January 2009) ,Religare (Feb 2006 - June 2007), Karvy (July 2004 - January 2006), P N Vijay Financial Services Pvt Ltd(2001- 2004) and Dundee Mutual Fund(Summer Trainee) (May 2000 - June 2000).

Scheme Holding Summary

Healthcare

Miscellaneous

Financial Services

BSE Ltd

4.49%

Capital Goods - Electrical Equipment

IT - Software

Aerospace & Defence

E-Commerce/App based Aggregator

Chemicals

SRF Ltd

3.18%

Finance

Consumer Durables

Fertilizers

Banks

Cement

Agro Chemicals

UPL Ltd

2.19%

FMCG

Telecom Equipment & Infra Services

Capital Goods-Non Electrical Equipment

Refineries

Pharmaceuticals

Lupin Ltd

1.77%

Tyres

MRF Ltd

1.72%

Mining & Mineral products

Readymade Garments/ Apparells

Telecom-Service

Quick Service Restaurant

Paints/Varnish

Auto Ancillaries

Gas Distribution

Diamond, Gems and Jewellery

Credit Rating Agencies

Infrastructure Developers & Operators

Debt Others

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RiskometerLevel of risk in the scheme
Moderate
High
Low
Very
High

Your investment will be at Very High Risk

Fund house & investment objective
Rank (total assets)#5 in India
Total AUM₹5,66,981.82Cr
Date of Incorporation05 Aug 1994
Kotak NIFTY Midcap 150 Momentum 50 Index Fund Direct Growth is a Other Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 08 Oct 2024. The fund currently has an Asset Under Management(AUM) of ₹5,66,981.82 Cr and the Latest NAV as of 17 Nov 2025 is ₹9.63.
The Kotak NIFTY Midcap 150 Momentum 50 Index Fund Direct Growth is rated Very High. Minimum SIP Investment is set to ₹100 . Minimum Lumpsum Investment is ₹100. Exit load of Nil.
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Returns and Rankings

Category: Other Index Fund

1Y3Y5YAll
Fund returns3.54%---3.37%
Category average7.87%4.38%3.23%-
Rank within category20711436-

FAQ’s

What kind of returns does Kotak NIFTY Midcap 150 Momentum 50 Index Fund Direct Growth provide?

Kotak NIFTY Midcap 150 Momentum 50 Index Fund Direct Growth has given a return of NA% in the past 3 years.

What is the expense ratio charged by Kotak NIFTY Midcap 150 Momentum 50 Index Fund Direct Growth?

The Expense Ratio charged by Kotak NIFTY Midcap 150 Momentum 50 Index Fund Direct Growth is 0.28%.

What is the AUM size of Kotak NIFTY Midcap 150 Momentum 50 Index Fund Direct Growth?

The AUM size of Kotak NIFTY Midcap 150 Momentum 50 Index Fund Direct Growth is ₹283.83Cr.

What is the minimum SIP amount that you can invest in Kotak NIFTY Midcap 150 Momentum 50 Index Fund Direct Growth?

₹100 is the minimum SIP amount that you can invest in Kotak NIFTY Midcap 150 Momentum 50 Index Fund Direct Growth .

What are the top stock holdings of Kotak NIFTY Midcap 150 Momentum 50 Index Fund Direct Growth?

The top stock holdings of Kotak NIFTY Midcap 150 Momentum 50 Index Fund Direct Growth include , Max Healthcare Institute Ltd , Fortis Healthcare Ltd and Max Financial Services Ltd.

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Get started with us today and
start building your wealth journey

*By clicking, I agree to the T&C and Whatsapp updates.