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Kotak Mahindra Mutual Fund · Index Fund
Kotak Nifty Midcap 150 Momentum 50 Index Fund-Regular Plan-Growth
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. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.
EquityBenchmark · NIFTY Midcap 150 Momentum 50 TRITER · 1.38%Inception · 08-10-2024
NAV
₹9.08
-0.10% · as of 14-10-2026
Since inception
-5.32%
CAGR
Benchmark (inception)
22.19%
CAGR
Fund size
₹447 Cr
AUM
Expense ratio
1.38%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +-5.32% CAGR vs benchmark +22.19%.
Portfolio
Where the money is invested
Top holdings
LAURUS LABS LIMITED EQ NEW FV RS. 2/-5.17%
Multi Commodity Exchange of India L4.95%
BSE LIMITED EQ NEW FV RS. 2/-4.93%
GE T&D INDIA LIMITED EQ NEW RS. 2/-4.85%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-4.60%
BHARAT HEAVY ELECTRICALS LIMITED EQ NEW FV RS. 2/-4.27%
BHARAT FORGE LIMITED EQ NEW FV RS. 2/-4.18%
HITACHI ENERGY INDIA LIMITED EQ3.87%
POLYCAB INDIA LIMITED EQ3.62%
NATIONAL ALUMINIUM COMPANY LIMITED EQ NEW F.V. RS.5/-3.08%
Sector allocation
Financial Services28.35%
Capital Goods25.52%
Healthcare15.75%
Metals & Mining8.29%
Telecommunication5.46%
Automobile and Auto Components4.18%
Fast Moving Consumer Goods3.67%
Power2.46%
Oil, Gas & Consumable Fuels1.71%
Consumer Services1.55%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ -5.3% p.a.₹10,000
10 years
Projected value
₹9,28,045
Invested: ₹12,00,000
Gained: -₹2,71,955
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Satish Dondapati, Mr. Abhishek Bisen, Mr. Jeetu Valechha Sonar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
152918
ISIN (Growth)
INF174KA1TP0
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
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