Kotak Nifty Midcap 150 Momentum 50 Index IDCW Reinvest Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Nifty Midcap 150 Momentum 50 Index IDCW Reinvest Direct Plan

NAV
₹9.4840
+0.75%
(5 Dec)
AUM
284 Cr
TER
0.28%
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
+6.7%
+6.7%
-5.5%
-6.7%
-6.7%
3Y
+24.4%
+24.4%
NA
+23.7%
+23.7%
5Y
NA
NA
NA
NA
NA
ALL
+22.2%
+22.2%
-4.5%
+17.0%
+17.0%
VOL
17.0%
17.0%
19.8%
20.2%
20.2%
TER
0.3%
0.3%
0.3%
0.5%
0.5%
AUM
₹518 Cr
₹518 Cr
₹284 Cr
₹260 Cr
₹260 Cr
INFO
1.31
1.31
-0.23
0.84
0.84
See fund holdings as of 31st Oct
Top holdings
Max Healthcare Institute Ltd Ordinary Shares
4.7%
Max Financial Services Ltd
4.6%
BSE Ltd
4.5%
Suzlon Energy Ltd
4.1%
Coforge Ltd
3.8%
Solar Industries India Ltd
3.6%
One97 Communications Ltd
3.6%
Persistent Systems Ltd
3.5%
Fortis Healthcare Ltd
3.3%
SRF Ltd
3.2%
Top industry exposure
Financial Services
28.3%
Basic Materials
16.3%
Technology
13.7%
Industrials
13.3%
Healthcare
12.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
94%
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.
Fund manager(s)
Abhishek Bisen
Devender Singhal
Satish Dondapati

FAQs