Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth

Fund Overview

Fund Size

₹319 Cr

Expense Ratio

0.93%

ISIN

INF174KA1TP0

Minimum SIP

₹100

Exit Load

No Charges

Inception Date

08 Oct 2024

About this fund

Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth is a Index Funds mutual fund schemes offered by Kotak Mahindra Mutual Fund. This fund has been in existence for 1 years, 7 months and 6 days, having been launched on 08-Oct-24.
As of 13-May-26, it has a Net Asset Value (NAV) of ₹9.20, Assets Under Management (AUM) of 319.28 Crores, and an expense ratio of 0.93%.

Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth has given a CAGR return of -5.08% since inception.
The fund's asset allocation comprises around 100.11% in equities, 0.00% in debts, and -0.11% in cash & cash equivalents.
You can start investing in Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

1 Year

+2.63%

— (Cat Avg.)

Since Inception

-5.08%

— (Cat Avg.)

Portfolio Summaryas of 30th April 2026

Equity	₹319.63 Cr	100.11%
Others	₹-0.35 Cr	-0.11%

Top Holdings

All Holdings

Equity

Debt & Others

Name	Type	Amount	Holdings
BSE Ltd	Equity	₹27.08 Cr	6.89%
Cummins India Ltd	Equity	₹18.88 Cr	4.80%
AU Small Finance Bank Ltd	Equity	₹18.43 Cr	4.69%
Hero MotoCorp Ltd	Equity	₹17.82 Cr	4.53%
The Federal Bank Ltd	Equity	₹17.77 Cr	4.52%
Muthoot Finance Ltd	Equity	₹17.18 Cr	4.37%
GE Vernova T&D India Ltd	Equity	₹13.49 Cr	3.43%
L&T Finance Ltd	Equity	₹12.89 Cr	3.28%
Ashok Leyland Ltd	Equity	₹12.06 Cr	3.07%
Fortis Healthcare Ltd	Equity	₹12.03 Cr	3.06%
One97 Communications Ltd	Equity	₹11.98 Cr	3.05%
Max Financial Services Ltd	Equity	₹11.19 Cr	2.85%
Aditya Birla Capital Ltd	Equity	₹11.12 Cr	2.83%
FSN E-Commerce Ventures Ltd	Equity	₹11.09 Cr	2.82%
HDFC Asset Management Co Ltd	Equity	₹10.18 Cr	2.59%
Indian Bank	Equity	₹9.81 Cr	2.50%
Hitachi Energy India Ltd Ordinary Shares	Equity	₹9.03 Cr	2.30%
GMR Airports Ltd	Equity	₹8.95 Cr	2.28%
IDFC First Bank Ltd	Equity	₹8.92 Cr	2.27%
UPL Ltd	Equity	₹8.86 Cr	2.25%
Glenmark Pharmaceuticals Ltd	Equity	₹8.57 Cr	2.18%
National Aluminium Co Ltd	Equity	₹7.18 Cr	1.83%
Indus Towers Ltd Ordinary Shares	Equity	₹6.76 Cr	1.72%
Persistent Systems Ltd	Equity	₹6.74 Cr	1.71%
Polycab India Ltd	Equity	₹6.42 Cr	1.63%
Mahindra & Mahindra Financial Services Ltd	Equity	₹6.19 Cr	1.57%
Lupin Ltd	Equity	₹6.07 Cr	1.54%
SRF Ltd	Equity	₹5.71 Cr	1.45%
Hindustan Petroleum Corp Ltd	Equity	₹5.62 Cr	1.43%
Coforge Ltd	Equity	₹5.16 Cr	1.31%
Vodafone Idea Ltd	Equity	₹5.11 Cr	1.30%
Marico Ltd	Equity	₹4.88 Cr	1.24%
MRF Ltd	Equity	₹4.86 Cr	1.24%
UNO Minda Ltd	Equity	₹4.12 Cr	1.05%
Jindal Stainless Ltd	Equity	₹3.88 Cr	0.99%
JK Cement Ltd	Equity	₹3.88 Cr	0.99%
Coromandel International Ltd	Equity	₹3.63 Cr	0.92%
Bank of India	Equity	₹3.59 Cr	0.91%
APL Apollo Tubes Ltd	Equity	₹3.39 Cr	0.86%
Biocon Ltd	Equity	₹3.3 Cr	0.84%
Nippon Life India Asset Management Ltd Ordinary Shares	Equity	₹3.05 Cr	0.78%
Sundaram Finance Ltd	Equity	₹3.03 Cr	0.77%
SBI Cards and Payment Services Ltd Ordinary Shares	Equity	₹2.5 Cr	0.64%
AIA Engineering Ltd	Equity	₹2.35 Cr	0.60%
Dalmia Bharat Ltd	Equity	₹1.67 Cr	0.42%
Berger Paints India Ltd	Equity	₹1.58 Cr	0.40%
3M India Ltd	Equity	₹1.56 Cr	0.40%
Bharti Hexacom Ltd	Equity	₹1.41 Cr	0.36%
Indraprastha Gas Ltd	Equity	₹1.35 Cr	0.34%
Abbott India Ltd	Equity	₹1.34 Cr	0.34%
Net Current Assets/(Liabilities)	Cash	₹-0.93 Cr	0.24%
Triparty Repo	Cash - Repurchase Agreement	₹0.5 Cr	0.13%

Allocation By Market Cap (Equity)

Other Allocation

Equity Sector

Debt & Others

Sector	Amount	Holdings
Financial Services	₹162.92 Cr	41.43%
Industrials	₹78.45 Cr	19.95%
Consumer Cyclical	₹37.9 Cr	9.64%
Basic Materials	₹34.08 Cr	8.67%
Healthcare	₹31.31 Cr	7.96%
Technology	₹23.88 Cr	6.07%
Communication Services	₹13.28 Cr	3.38%
Energy	₹5.62 Cr	1.43%
Consumer Defensive	₹4.88 Cr	1.24%
Utilities	₹1.35 Cr	0.34%

Risk & Performance Ratios

Fund Managers

Abhishek Bisen

Since October 2024

Satish Dondapati

Since October 2024

Jeetu Sonar

Since March 2026

Additional Scheme Detailsas of 30th April 2026

ISIN

INF174KA1TP0

Expense Ratio

0.93%

Exit Load

No Charges

Fund Size

₹319 Cr

Age

1 year 7 months

Lumpsum Minimum

₹100

Fund Status

Open Ended Investment Company

Benchmark

Nifty Midcap 150 Momentum 50 TR INR

Investment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

Capital Gains Taxation:

Dividend Taxation:

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

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About the AMC

Kotak Mahindra Mutual Fund

+91 22 61152100

https://www.kotakmf.com/

Total AUM

₹5,60,689 Cr

Address

2nd Floor, 12-BKC, Plot No C-12, Mumbai, 400 051

Other Funds by Kotak Mahindra Mutual Fund

Fund name	Expense Ratio	Exit Load	Fund size	1Y
Kotak Multi Asset Active FOF Direct Growth Very High Risk	-	1.0%	-	-
Kotak Quality Overseas Equity Omni FOF Direct Growth Low Risk	1.1%	1.0%	-	-
Kotak Multi Factor Passive FOF Direct Growth Very High Risk	0.6%	0.0%	-	-
Kotak Services Fund Direct Growth Very High Risk	0.9%	0.0%	₹712.06 Cr	-
Kotak Nifty200 Value 30 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹11.35 Cr	-
Kotak Dividend Yield Fund Direct Growth Very High Risk	0.9%	1.0%	₹226.64 Cr	-
Kotak Nifty500 Momentum 50 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹16.92 Cr	-
Kotak Rural Opportunities Fund Direct Growth Very High Risk	0.7%	0.0%	₹827.75 Cr	-
Kotak Gold Silver Passive FOF Direct Growth Very High Risk	0.6%	0.0%	₹1039.27 Cr	-
Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹1100.53 Cr	-
Kotak Active Momentum Fund Direct Growth Very High Risk	0.8%	0.0%	₹1441.83 Cr	-
Kotak Nifty Alpha 50 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹24.55 Cr	-
Kotak Nifty AAA Bond Financial Services Mar 2028 Index Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹209.98 Cr	-
Kotak Nifty 200 Quality 30 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹15.96 Cr	-
Kotak Nifty Top 10 Equal Weight Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹38.82 Cr	-12.4%
Kotak Energy Opportunities Fund Direct Growth Very High Risk	0.9%	0.0%	₹276.34 Cr	6.9%
Kotak Nifty Midcap 150 Index Fund Regular Growth Very High Risk	0.1%	0.0%	₹24.72 Cr	8.4%
Kotak CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹307.96 Cr	6.6%
Kotak Nifty Commodities Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹294.03 Cr	19.6%
Kotak CRISIL-IBX AAA Bond Financial Services Index - Dec 2026 Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹197.72 Cr	6.6%
Kotak BSE Sensex Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹15.24 Cr	-7.3%
Kotak Nifty Smallcap 250 Index Fund Direct Growth Very High Risk	0.1%	0.0%	₹43.63 Cr	6.3%
Kotak Nifty 100 Equal Weight Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹41.70 Cr	6.3%
Kotak Nifty 50 Equal Weight Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹59.19 Cr	4.9%
Kotak Transportation & Logistics Fund Direct Growth Very High Risk	0.8%	0.0%	₹499.46 Cr	11.8%
Kotak MNC Fund Direct Growth Very High Risk	0.6%	0.0%	₹2047.91 Cr	23.8%
Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹319.28 Cr	3.3%
Kotak Nifty India Tourism Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹33.18 Cr	-20.6%
Kotak Crisil-IBX AAA Financial Services Index - Sep 2027 Fund Direct Growth Low to Moderate Risk	0.2%	0.0%	₹536.99 Cr	6.4%
Kotak Nifty Midcap 50 Index Fund Direct Growth Very High Risk	0.3%	0.0%	₹75.38 Cr	9.2%
Kotak BSE PSU Index Fund Direct Growth Very High Risk	0.4%	0.0%	₹91.37 Cr	15.8%
Kotak Special Opportunities Fund Direct Growth Very High Risk	0.8%	0.0%	₹1428.91 Cr	10.9%
Kotak Nifty 100 Low Volatility 30 Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹121.00 Cr	-0.5%
Kotak Fixed Maturity Plan Series 330 - 98 Days Direct Growth Low Risk	-	0.0%	-	-
Kotak Nifty AAA Bond Jun 2025 HTM Index Fund Direct Growth Low to Moderate Risk	0.1%	0.0%	₹102.05 Cr	7.5%
Kotak Fixed Maturity Plan Series 329 - 90 Days Direct Growth Low to Moderate Risk	-	0.0%	-	-
Kotak Long Duration Fund Direct Growth Moderate Risk	0.3%	0.0%	₹92.67 Cr	-2.7%
Kotak Technology Fund Direct Growth Very High Risk	0.9%	0.0%	₹525.84 Cr	-17.4%
Kotak Fixed Maturity Plan Series 328 - 90 Days Direct Growth Moderate Risk	-	0.0%	₹144.91 Cr	-
Kotak FMP Series 327 Direct Growth Moderately High risk	-	0.0%	₹206.03 Cr	-
Kotak FMP Series 326 - 175 Days Direct Growth Moderate Risk	-	-	-	-
Kotak FMP Series 325 - 90 Days Direct Growth Moderate Risk	-	0.0%	-	-
Kotak FMP Series 324 - 109 Days Direct Growth Moderately High risk	-	0.0%	-	-
Kotak Healthcare Fund Direct Growth Very High Risk	0.7%	0.0%	₹496.00 Cr	15.3%
Kotak FMP Series 323 Direct Growth Low Risk	-	0.0%	-	-
Kotak Consumption Fund Direct Growth Very High Risk	0.6%	0.0%	₹1686.78 Cr	4.3%
Kotak Nifty G-Sec July 2033 Index Fund Direct Growth Moderate Risk	0.1%	0.0%	₹20.95 Cr	3.1%
Kotak Multi Asset Allocation Fund Direct Growth High Risk	0.5%	1.0%	₹13447.43 Cr	26.9%
Kotak S&P BSE Housing Index Fund Direct Growth Very High Risk	0.2%	0.0%	₹13.29 Cr	-3.1%
Kotak Fixed Maturity Plan 1174 Days Series 268 Direct Growth Low to Moderate Risk	-	0.0%	-	-

Risk Level

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What is the current NAV of Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth?

The NAV of Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth, as of 13-May-2026, is ₹9.20.

What is the portfolio composition of Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth?

The fund's allocation of assets is distributed as 100.11% in equities, 0.00% in bonds, and -0.11% in cash and cash equivalents.

Who manages the Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth?

The fund managers responsible for Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth are:-

Abhishek Bisen
Satish Dondapati
Jeetu Sonar

Disclaimer: Mutual Fund investments are subject to market risks, read all scheme-related documents carefully. The NAVs of the schemes may go up or down depending upon the factors and forces affecting the securities market including the fluctuations in the interest rates. The past performance of the mutual funds is not necessarily indicative of the future performance of the schemes. Investors are requested to review the prospectus carefully and obtain expert professional advice with regard to specific legal, tax and financial implications of the investment/participation in the scheme.

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Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular Growth

Fund Overview