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Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct-Growth

NAV as of Jun 05, 2025Returns since inceptionET Money RankAUM (Fund size)
-6.79%
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96 Crs

Historical NAV & returns

NAV: ₹9.451 as on Jun 05, 2025
This fund Category average
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This fund Category average

Kotak Nifty Midcap 150 Momentum 50 Index Fund overview

Expense ratio0.28% as on May 31, 2025
Exit load0%
AUM (Fund size)96 Crs
Lock-inNo Lockin
Age8 m since Sep 19, 2024
BenchmarkNIFTY Midcap 150 Moment 50 TRI
Min. investmentThis scheme is currently not buyable
RiskVery HighVery High Risk
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

Kotak Nifty Midcap 150 Momentum 50 Index Fund Returns calculator

Investment type
Investment period
Investment period
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully. Past performance is not an indicator of future returns.
  • Total investment ₹ 12 lakh
  • Profit ₹12 lakhs
  • Total corpus ₹1 lakh
  • Absolute return 52.69%

Trailing returns as on Jun 01, 2025

PeriodThis fundCategory average
1 Month 9.7% 9.34%
3 Months 19.09% 17.44%
6 Months -6.83% -2.2%

Asset allocationas on Mar 31, 2025

Large Cap 9.27536%

Mid Cap 90.67464%

Small Cap 0.0%

Other Cap 0.0%

Top sectors

Services 19.54%

Healthcare 18.25%

Capital Goods 13.799999999999999%

Technology 13.78%

Credit quality

Bifurcation by Credit Quality is not available for this fund

Top Debt Holdings

Bifurcation by Holding is not available for this fund

Allocation by Instruments

Repo 0.32%

Other Holdings

Others 0.32%

Peer comparison

Fund nameETM RankAUM (in Crs.)Fund ageExpense ratio
Kotak Nifty Midcap 150 Momentum 50 Index FundN.A.₹96 Crs8 m0.28%
Motilal Oswal Nifty Midcap 150 Index FundN.A.₹2,126 Crs5 yrs 9 m0.26%
HDFC NIFTY Midcap 150 Index FundN.A.₹291 Crs2 yrs 2 m0.3%
Edelweiss Nifty Midcap150 Momentum 50 Index FundN.A.₹802 Crs2 yrs 6 m0.38%
SBI Nifty Midcap 150 Index FundN.A.₹768 Crs2 yrs 8 m0.45%
Tata Nifty Midcap 150 Momentum 50 Index FundN.A.₹825 Crs2 yrs 8 m0.43%
Fund name1M6M1Y3Y5Y10Y
Kotak Nifty Midcap 150 Momentum 50 Index Fund9.7%-6.83%N.A.N.A.N.A.N.A.
Motilal Oswal Nifty Midcap 150 Index Fund9.36%-0.76%9.97%27.38%32.04%14.31%
HDFC NIFTY Midcap 150 Index Fund9.33%-0.9%9.64%22.34%12.86%6.24%
Edelweiss Nifty Midcap150 Momentum 50 Index Fund9.78%-6.86%4.03%22.66%13.04%6.32%
SBI Nifty Midcap 150 Index Fund9.34%-0.92%9.63%22.83%13.13%6.36%
Tata Nifty Midcap 150 Momentum 50 Index Fund9.79%-6.99%3.3%21.71%12.51%6.07%
Fund nameStd. deviationBetaSharpeSortino
Kotak Nifty Midcap 150 Momentum 50 Index FundN.A.N.A.N.A.N.A.
Motilal Oswal Nifty Midcap 150 Index Fund17.011.01.11.6
HDFC NIFTY Midcap 150 Index FundN.A.N.A.N.A.N.A.
Edelweiss Nifty Midcap150 Momentum 50 Index FundN.A.N.A.N.A.N.A.
SBI Nifty Midcap 150 Index FundN.A.N.A.N.A.N.A.
Tata Nifty Midcap 150 Momentum 50 Index FundN.A.N.A.N.A.N.A.

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

Risk ratios are based on three-year data. The required data is unavailable for the scheme.

Compare Kotak Nifty Midcap 150 Momentum 50 Index Fund in detail with

ET Money rank

in Mid Cap Index
#NA
Ranking for this fund is unavailable.
  • Return Outperformance: This fund has generated highest return amongst Mid Cap Index funds in the last 3 Months .
  • Exit Load: This fund has no exit load.
  • Return/Risk: The fund is performing poorly than its category.