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
₹9.4800
+0.25%
(7 Jan)
AUM
306 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
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+11.2%
+11.2%
-0.3%
-0.3%
-2.4%
3Y
+26.0%
+26.0%
+25.9%
+25.9%
NA
5Y
NA
NA
NA
NA
NA
ALL
+22.0%
+22.0%
+16.9%
+16.9%
-4.2%
VOL
16.9%
16.9%
20.2%
20.2%
19.3%
TER
0.3%
0.3%
0.5%
0.5%
0.3%
AUM
₹562 Cr
₹562 Cr
₹258 Cr
₹258 Cr
₹306 Cr
INFO
1.31
1.31
0.84
0.84
-0.22
See fund holdings as of 30th Nov
Top holdings
BSE Ltd
5.1%
Max Financial Services Ltd
4.9%
Max Healthcare Institute Ltd Ordinary Shares
4.6%
Coforge Ltd
3.9%
Persistent Systems Ltd
3.7%
Suzlon Energy Ltd
3.6%
One97 Communications Ltd
3.5%
Solar Industries India Ltd
3.4%
SRF Ltd
3.1%
Fortis Healthcare Ltd
2.9%
Top industry exposure
Financial Services
29.7%
Basic Materials
15.8%
Technology
13.7%
Industrials
13.0%
Healthcare
12.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
83%
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