July 4, 2025
mayank
Kotak Nifty Midcap 150 Momentum 50 Index Fund details, NAV, Portfolio, Returns, Peer Comparison, Fund Managers & Guidance by sahifund.com
NAV Growth: Rs 9.5880
NAV IDCW: Rs 9.5880
Suitable For Which Investors?
When you invest for seven years or more, you can expect gains that comfortably beat the inflation rate as well as returns from fixed income options.
This is a fund that invests in medium-sized companies. Compared to those that invest in larger companies, such funds tend to fall more when stock prices fall. So while you can expect higher returns in the long term, there will be more severe ups and downs along the way.
Like for all equity funds, you must invest only through the SIP route.
Fund’s Investment Strategy:
The scheme seeks 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:
1) Devender Singhal
Education: Mr. Singhal has done B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi.
Experience: Prior to joining Kotak Mahindra AMC , he has worked with Kotak Securities Ltd.(July 2007 — January 2009) ,Religare (February 2006 — June 2007), Karvy (July 2004 — January 2006), P N Vijay Financial Services Pvt Ltd(2001 — 2004) and Dundee Mutual Fund( Summer Trainee ) (May 2000 — June 2000 ).
2) Satish Dondapati
Education: Mr. Dondapati has done MBA Finance
Experience: Prior to joining Kotak Mutual fund he has worked with Centurian Bank Of Punjab, Bajaj Capital Ltd.
3) Abhishek Bisen
Education: Mr. Bisen is a BA and MBA in Finance.
Experience: Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Investment Details
| Min. Investment (Rs) | 100 |
| Min. Addl Investment (Rs) | 100 |
| Min. SIP Investment (Rs) | 100 |
| Min. Withdrawal (Rs) | 100 |
| Min. No of Cheques | 1 |
| Min. Balance (Rs) | — |
| Lock-in Period | NA |
| Exit Load | 0 |
Basic Details of Kotak Nifty Midcap 150 Momentum 50 Index Fund
| Fund House | Kotak Mahindra Mutual Fund |
| Launch Date | 08-Oct-24 |
| Return Since Launch | -4.12% |
| Benchmark | NIFTY Midcap 150 Moment 50 TRI |
| Riskometer | Very High |
| Type | Open-ended |
| Assets | Rs 216 Cr |
| (As on 31-May-2025) | |
| Expense | 0.28% |
| (As on 30-Jun-2025) | |
| Risk Grade | — |
| Return Grade | — |
| Turnover | 36.28% |
Trailing Returns (%) of Kotak Nifty Midcap 150 Momentum 50 Index Fund
| Fund name | YTD | 1D | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
| Kotak Nifty Midcap 150 Momentum 50 Index Dir | -1.66 | -0.32 | 3.63 | 13.63 | -3.14 | — | — | — | — | — |
| BSE 150 MidCap TRI | 2.18 | -0.15 | 3.04 | 12.54 | 0.66 | — | — | — | — | — |
| Equity: Mid Cap | 2.35 | -0.09 | 3.83 | 14.00 | 0.82 | — | — | — | — | — |
| Rank within category | 46 | 48 | 28 | 35 | 46 | — | — | — | — | — |
| Number of funds in category | 48 | 52 | 51 | 51 | 48 | 43 | 32 | 25 | 21 | 19 |
Peer Comparison
| Rating | 1 Year Returns | 3 Year Returns | 5 Year Returns | Expense Ratio (%) | Net Assets (Rs Cr) | Return Since Launch (%) | Exit Load (Days) | Fund Age | Turnover (%) | |
| Kotak Nifty Midcap 150 Momentum 50 Index Dir | Unrated | — | — | — | 0.28 | 216 | -4.12 | — | 8M | 36.28 |
| Motilal Oswal Nifty Midcap 150 Dir | 3 star | 5.29 | 30.05 | 31.22 | 0.26 | 2,312 | 26.65 | 1.00 (15) | 5Y 9M | 30.00 |
| Nippon India Nifty Midcap150 Dir | 3 star | 4.99 | 29.81 | — | 0.30 | 1,743 | 23.68 | — | 4Y 4M | 33.00 |
| Edelweiss Nifty Midcap150 Momentum 50 Index Dir | Unrated | 0.59 | — | — | 0.38 | 991 | 27.43 | 0.50 (30) | 2Y 7M | 92.00 |
| Tata Nifty Midcap 150 Momentum 50 Index Dir | Unrated | 0.46 | — | — | 0.43 | 909 | 26.09 | 0.25 (90) | 2Y 8M | 87.08 |
Portfolio Analysis of Kotak Nifty Midcap 150 Momentum 50 Index Fund
| No. of Stocks | 50 |
| Top 10 Stocks | 45.47% |
| Top 5 Stocks | 26.33% |
| Top 3 Sectors | 52.02% |
| Portfolio P/B Ratio | 5.13 |
| Portfolio P/E Ratio | 34.01 |
Portfolio Breakup
| Fund | Category | |
| Average Mkt Cap (Rs Cr) | 71,436 | 59,942 |
| Giant (%) | — | 3.47 |
| Large (%) | 61.25 | 39.98 |
| Mid (%) | 38.75 | 55.17 |
| Small (%) | — | 2.66 |
| Tiny (%) | — | 0.51 |
Chanakya’s Mutual Fund Guidance For Kotak Nifty Midcap 150 Momentum 50 Index Fund
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Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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