Kotak Nifty Midcap 150 Momentum 50 Index Fund (Direct)
Kotak Mahindra Mutual Fund · benchmark Nifty MIDCAP150 Momentum 50 TRI · 2.1 years old · AMFI code 152916
A (top 30%), score 69.6 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 0.7% | 0.9% | -0.2% | 1 / 3 |
| 1 year | -0.1% | 0.4% | -0.5% | 1 / 3 |
| 3 years (a year) | – | – | – | – |
| 5 years (a year) | – | – | – | – |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Top 10 holdings, September 2026 portfolio.
Common questions
What is the NAV of Kotak Nifty Midcap 150 Momentum 50 Index Fund (Direct plan)?
₹9.40 on 5 Nov 2026 (Growth option).
What is the expense ratio of Kotak Nifty Midcap 150 Momentum 50 Index Fund (Direct)?
0.61% a year; the Regular plan's is 1.26%.
What does Kotak Nifty Midcap 150 Momentum 50 Index Fund invest in?
Its largest holdings are Laurus Labs Limited, Multi Commodity Exchange of India Limite, The Federal Bank Limited, with 50 stocks in all (September 2026 portfolio).
How is Kotak Nifty Midcap 150 Momentum 50 Index Fund rated?
A: 1 of 3 Direct plans in Index: NIFTY MIDCAP150 MOMENTUM 50, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Kotak Mahindra Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.