Question 1

What is the current NAV of Kotak Nifty Midcap 150 Index Fund?

Accepted Answer

The current Net Asset Value (NAV) of the Kotak Nifty Midcap 150 Index Fund - Direct Growth plan is approximately ₹11.016 as of Jun 05, 2025.

Question 2

How much does Kotak Nifty Midcap 150 Index Fund charge as the expense ratio?

Accepted Answer

The Kotak Nifty Midcap 150 Index Fund - Direct Growth has an expense ratio of 0.3%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

Question 3

What is the AUM or size of Kotak Nifty Midcap 150 Index Fund?

Accepted Answer

The Kotak Nifty Midcap 150 Index Fund currently has assets under management (AUM) or fund size valued at approximately ₹7 Crs crore as of Mar 31, 2025.

Question 4

What are the top stock holdings of Kotak Nifty Midcap 150 Index Fund?

Accepted Answer

The Kotak Nifty Midcap 150 Index Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Max Healthcare Institute Ltd.	2.56%
BSE Ltd.	2.34%
Suzlon Energy Ltd.	2.11%
Persistent Systems Ltd.	1.85%
Coforge Ltd.	1.7%
PB Fintech Ltd.	1.65%
Dixon Technologies (India) Ltd.	1.59%
Lupin Ltd.	1.54%
The Federal Bank Ltd.	1.49%
Indus Towers Ltd.	1.39%

Question 5

What are the top sectors Kotak Nifty Midcap 150 Index Fund has invested in?

Accepted Answer

The Kotak Nifty Midcap 150 Index Fund has primarily invested in the following sectors

Company	Percentage of Portfolio
Max Healthcare Institute Ltd.	2.56%
BSE Ltd.	2.34%
Suzlon Energy Ltd.	2.11%
Persistent Systems Ltd.	1.85%
Coforge Ltd.	1.7%
PB Fintech Ltd.	1.65%
Dixon Technologies (India) Ltd.	1.59%
Lupin Ltd.	1.54%
The Federal Bank Ltd.	1.49%
Indus Towers Ltd.	1.39%

Question 6

What is the risk level of Kotak Nifty Midcap 150 Index Fund?

Accepted Answer

This is a Mid Cap Index fund comes with Very High risk.

Question 7

Is there any lock-in period in Kotak Nifty Midcap 150 Index Fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 8

How do I invest in Kotak Nifty Midcap 150 Index Fund?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Kotak Nifty Midcap 150 Index Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Kotak Nifty Midcap 150 Index Fund is complete.

Question 9

How can I redeem my investments in Kotak Nifty Midcap 150 Index Fund?

Accepted Answer

Redeeming your investments in Kotak Nifty Midcap 150 Index Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Kotak Nifty Midcap 150 Index Fund from anywhere else, you can go to the fund house website and put a request through it.

Expense ratio	0.3% as on May 31, 2025
Exit load	0%
AUM (Fund size)	₹7 Crs
Lock-in	No Lockin
Age	3 m since Mar 03, 2025
Benchmark	NIFTY Midcap 150 TRI
Min. investment	This scheme is currently not buyable
Risk	Very 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 name	ETM Rank	AUM (in Crs.)	Fund age	Expense ratio
Kotak Nifty Midcap 150 Index Fund	N.A.	₹7 Crs	3 m	0.3%
Motilal Oswal Nifty Midcap 150 Index Fund	N.A.	₹2,126 Crs	5 yrs 9 m	0.26%
HDFC NIFTY Midcap 150 Index Fund	N.A.	₹291 Crs	2 yrs 2 m	0.3%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund	N.A.	₹802 Crs	2 yrs 6 m	0.38%
SBI Nifty Midcap 150 Index Fund	N.A.	₹768 Crs	2 yrs 8 m	0.45%
Tata Nifty Midcap 150 Momentum 50 Index Fund	N.A.	₹825 Crs	2 yrs 8 m	0.43%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Kotak Nifty Midcap 150 Index Fund	9.23%	N.A.	N.A.	N.A.	N.A.	N.A.
Motilal Oswal Nifty Midcap 150 Index Fund	9.36%	-0.76%	9.97%	27.38%	32.04%	14.31%
HDFC NIFTY Midcap 150 Index Fund	9.33%	-0.9%	9.64%	22.34%	12.86%	6.24%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund	9.78%	-6.86%	4.03%	22.66%	13.04%	6.32%
SBI Nifty Midcap 150 Index Fund	9.34%	-0.92%	9.63%	22.83%	13.13%	6.36%
Tata Nifty Midcap 150 Momentum 50 Index Fund	9.79%	-6.99%	3.3%	21.71%	12.51%	6.07%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Kotak Nifty Midcap 150 Index Fund	N.A.	N.A.	N.A.	N.A.
Motilal Oswal Nifty Midcap 150 Index Fund	17.01	1.0	1.1	1.6
HDFC NIFTY Midcap 150 Index Fund	N.A.	N.A.	N.A.	N.A.
Edelweiss Nifty Midcap150 Momentum 50 Index Fund	N.A.	N.A.	N.A.	N.A.
SBI Nifty Midcap 150 Index Fund	N.A.	N.A.	N.A.	N.A.
Tata Nifty Midcap 150 Momentum 50 Index Fund	N.A.	N.A.	N.A.	N.A.

Fund name	ETM Rank	AUM (in Crs.)	1Y	5Y
Kotak Small Cap Fund	N.A.	₹15,706 Crs	7.95%	35.05%
Kotak Infrastructure and Economic Reform Fund	N.A.	₹2,133 Crs	2.81%	34.21%
Kotak Emerging Equity Fund	N.A.	₹48,129 Crs	12.93%	32.17%
Kotak Pioneer Fund	N.A.	₹2,554 Crs	12.42%	28.42%
Kotak India EQ Contra Fund	N.A.	₹3,935 Crs	7.85%	27.7%
Kotak Equity Opportunities Fund	N.A.	₹24,913 Crs	6.91%	26.09%

Kotak Nifty Midcap 150 Index Fund Direct - Growth

Historical NAV & returns

Kotak Nifty Midcap 150 Index Fund overview

Kotak Nifty Midcap 150 Index Fund Returns calculator

Trailing returns as on Jun 01, 2025

Asset allocationas on Mar 31, 2025

Peer comparison

Key risk & return ratios Compared to other funds in the category

Compare Kotak Nifty Midcap 150 Index Fund in detail with

About this fund

More funds from Kotak Mahindra Mutual Fund

Frequently asked questions

ET Money rank

Sector	Percentage of Portfolio
Financial	15.57%
Healthcare	12.180000000000001%
Capital Goods	11.25%
Services	9.419999999999998%
Automobile	6.8100000000000005%
Technology	6.6499999999999995%
Energy	6.5200000000000005%
Construction	4.96%
Chemicals	4.829999999999999%
Metals & Mining	4.65%