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

Index Fund • OPEN
NAV as of May 20, 2026
₹9.46
1 day change
Returns since inception
-3.28%
CAGR
AUM (Fund size)
₹393 Cr
NAV: ₹ 9.46
as on May 20, 2026
Kotak NIFTY Midcap 150 Momentum 50 Index Fund-Dir (IDCW)

Kotak NIFTY Midcap 150 Momentum 50 Index Fund-Dir (IDCW) Overview

AUM (Fund size) ₹ 393 Cr
Expense ratio 0.40 %
Exit load Nil
Plan type Direct Fund
Risk Very High
Lock-in Period Nil
Benchmark NIFTY Midcap 150 Momentum 50 Index (TRI)
Min. investment SIP: ₹100    Lumpsum: ₹100
Age 1 yrs 8 m since Sep 19, 2024
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

Banks
14.84%
Finance
13.49%
Capital Markets
8.74%
Industrial Products
7.73%
Pharmaceuticals & Biotech
5.22%

Top Holdings

BSE 5.68%
Hero Motocorp 5.04%
Cummins India 4.59%
Federal Bank 4.57%
Muthoot Finance 4.51%
AU Small Finance 4.35%
Ashok Leyland 3.26%
L&T Finance Ltd 3.15%
GE Vernova T&D 3.13%
Max Financial 2.99%

Peer Comparison

Fund Name 1Y 3Y 5Y
Kotak NIFTY Midcap 150 Momentum 50 Index Fund-Dir (IDCW) 4.32% N/A N/A

Scheme Information

Kotak NIFTY Midcap 150 Momentum 50 Index Fund-Dir (IDCW) was launched on 19/09/2024. The fund manages ₹393 Cr in assets. Its current expense ratio is 0.40%.

Fund Manager: Satish Dondapati

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FAQs on Kotak NIFTY Midcap 150 Momentum 50 Index Fund-Dir (IDCW)

The current expense ratio of Kotak NIFTY Midcap 150 Momentum 50 Index Fund-Dir (IDCW) is 0.40%.

The AUM of Kotak NIFTY Midcap 150 Momentum 50 Index Fund-Dir (IDCW) is ₹393 crore.

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

Yes, Kotak NIFTY Midcap 150 Momentum 50 Index Fund-Dir (IDCW) allows both SIP and lump sum investments.

The latest NAV is ₹9.46.

Minimum SIP starts from ₹100.

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

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