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Kotak Nifty Midcap 150 Index Fund - Regular (G)

Index Fund • OPEN
NAV as of May 12, 2026
₹11.21
1 day change
Returns since inception
13.03%
CAGR
AUM (Fund size)
₹31 Cr
NAV: ₹ 11.21
as on May 12, 2026
Kotak Nifty Midcap 150 Index Fund - Regular (G)

Kotak Nifty Midcap 150 Index Fund - Regular (G) Overview

AUM (Fund size) ₹ 31 Cr
Expense ratio 1.38 %
Exit load Nil
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark Nifty Midcap 150 TRI
Min. investment SIP: ₹100    Lumpsum: ₹100
Age 1 yrs 2 m since Mar 03, 2025
Tax implication STCG Tax: As per your Income Tax Slab, if redeemed before 3 Years, LTCG Tax: 20% with indexation benefitu00a0 post 3 Years

Holdings Distribution

Pharmaceuticals & Biotech
8.45%
Banks
8.25%
Capital Markets
6.70%
Electrical Equipments
6.45%
Finance
5.32%

Top Holdings

TREPS 5.26%
BSE 3.02%
Hero Motocorp 1.89%
Federal Bank 1.84%
Multi Comm. Exc. 1.75%
Lupin 1.54%
Indus Towers 1.49%
Persistent Syste 1.46%
IndusInd Bank 1.43%
PB Fintech. 1.40%

Peer Comparison

Fund Name 1Y 3Y 5Y
Kotak Nifty Midcap 150 Index Fund - Regular (G) 14.37% N/A N/A

Scheme Information

Kotak Nifty Midcap 150 Index Fund - Regular (G) was launched on 03/03/2025. The fund manages ₹31 Cr in assets. Its current expense ratio is 1.38%.

Fund Manager: Satish Dondapati

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FAQs on Kotak Nifty Midcap 150 Index Fund - Regular (G)

The current expense ratio of Kotak Nifty Midcap 150 Index Fund - Regular (G) is 1.38%.

The AUM of Kotak Nifty Midcap 150 Index Fund - Regular (G) is ₹31 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Kotak Nifty Midcap 150 Index Fund - Regular (G) allows both SIP and lump sum investments.

The latest NAV is ₹11.21.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

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