Kotak Nifty Midcap 150 Index IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Nifty Midcap 150 Index IDCW Reinvest Direct Plan

NAV
₹10.4590
+1.03%
(17 Mar)
AUM
22 Cr
TER
0.15%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+7.9%
+7.9%
+7.9%
+7.8%
NA
3Y
+23.5%
+23.5%
+23.5%
+23.4%
NA
5Y
NA
NA
NA
NA
NA
ALL
+13.6%
+13.6%
+13.6%
+13.3%
+4.6%
VOL
20.2%
20.2%
20.2%
19.4%
15.8%
TER
0.5%
0.5%
0.5%
0.3%
0.1%
AUM
₹255 Cr
₹255 Cr
₹255 Cr
₹538 Cr
₹22 Cr
INFO
0.67
0.67
0.67
0.68
0.29
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Nifty Midcap 150 Index IDCW Reinvest (DR)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 28th Feb
Top holdings
BSE Ltd
2.9%
Hero MotoCorp Ltd
2.0%
The Federal Bank Ltd
1.9%
Cummins India Ltd
1.7%
IndusInd Bank Ltd
1.7%
Ashok Leyland Ltd
1.6%
Indus Towers Ltd Ordinary Shares
1.6%
Lupin Ltd
1.5%
HDFC Asset Management Co Ltd
1.4%
AU Small Finance Bank Ltd
1.4%
Top industry exposure
Financial Services
26.1%
Industrials
18.5%
Consumer Cyclical
13.6%
Basic Materials
9.5%
Healthcare
8.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
76%
Lock-in period
-
Exit load
No exit load
Fund objective
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.
Fund manager(s)
Abhishek Bisen
Satish Dondapati
Jeetu Sonar

FAQs