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
₹9.3740
+0.58%
(20 Aug)
AUM
245 Cr
TER
0.28%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
-1.5%
-1.5%
-1.5%
-1.8%
NA
3Y
+25.9%
+25.9%
+25.9%
+25.8%
NA
5Y
NA
NA
NA
NA
NA
ALL
+18.5%
+18.5%
+18.5%
+19.4%
-6.3%
VOL
20.7%
20.7%
20.7%
19.9%
21.9%
TER
0.5%
0.5%
0.5%
0.3%
0.3%
AUM
₹249 Cr
₹249 Cr
₹249 Cr
₹522 Cr
₹245 Cr
INFO
0.90
0.90
0.90
0.98
-0.29
See fund holdings as of 31st Jul
Top holdings
Max Healthcare Institute Ltd Ordinary Shares
5.2%
Max Financial Services Ltd
4.5%
BSE Ltd
4.5%
Suzlon Energy Ltd
4.3%
Solar Industries India Ltd
3.8%
Coforge Ltd
3.7%
Coromandel International Ltd
3.4%
SRF Ltd
3.3%
Persistent Systems Ltd
3.1%
HDFC Asset Management Co Ltd
3.1%
Top industry exposure
Financial Services
26.8%
Basic Materials
17.6%
Industrials
14.2%
Technology
13.0%
Healthcare
12.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
125%
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