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Kotak NIFTY Midcap 150 Momentum 50 Index Fund

Growth
9.880.24% (+0.02)

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Kotak NIFTY Midcap 150 Momentum 50 Index Fund

Growth
EquityIndex Fund
Small-size FundAssets Under Mgmt: ₹ 57 Cr
Very High RiskPrinciple investment will be at very high risk
9.880.24% (+0.02)

Price Chart

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Returns
0.00%
1M
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5Y
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SIP
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1M
6M
1Y
3Y
5Y
Max
SIP

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EquityIndex Fund
Small-size FundAssets Under Mgmt: ₹ 57 Cr
Very High RiskPrinciple investment will be at very high risk

Key Metrics

Expense RatioExpense RatioNo LabelNo LabelNo LabelNo Label
0.2856.26-0.49
No LabelNo LabelNo LabelNo LabelNo LabelNo Label
0.5842.780.32

Scheme Info

PlanPlanLock inLock inExit LoadExit Load
Growth0 yrs0.00%
NIL
SIP Inv.SIP Inv.Min. LumpsumMin. Lumpsum
Allowed₹ 100
Initial: ₹ 100 Incremental: ₹ 100
BenchmarkBenchmark
Nifty Midcap150 Momentum 50 - TRI

About Index Fund

Index funds invests in stocks that emulate a market index like NSE Nifty, BSE Sensex, etc. They invest in the same securities which are present in underlying index. These funds aim to offer returns comparable to the index they track.

Peers & Comparison

Comparing 3 mutual funds from 
EquityIndex Fund

Returns

Scheme

Ratios

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Mutual Fund1Y Returns1Y Returns3Y CAGR3Y CAGRLife CAGRLife CAGR
Kotak NIFTY Midcap 150 Momentum 50 Index Fund———
UTI Nifty 50 Index Fund11.77%12.83%13.20%
HDFC Nifty 50 Index Fund11.73%12.79%13.32%
ICICI Pru Nifty 50 Index Fund11.72%12.78%13.26%

Price Comparison

Compare Kotak NIFTY Midcap 150 Momentum 50 Index Fund with any MF, ETF, stock or index
Compare Kotak NIFTY Midcap 150 Momentum 50 Index Fund with any MF, ETF, stock or index
Kotak NIFTY Midcap 150 Momentum 50 Index Fund
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Asset Allocation

Actual

Target

Nov 2024

ACTUAL
Cash & EquivalentsEquity0.54%99.46%

Nov 2024

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Sector Distribution

+23 morePower GenerationPharmaceuticalsSpecialized FinanceHome Electronics & AppliancesReal Estate59.60 %7.10 %7.18 %7.26 %8.90 %9.96 %

Nov 2024

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Sector Weightage

Aug 23Nov 23Feb 24May 24Aug 24Nov 24N/AN/AN/AN/AN/A9.96%
Real Estate as a % of total holdings for last six quarters
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Current Holdings

Equity

Others

  • Constituent
    Holding Weight
    3M Change
  • Dixon Technologies (India) Ltd
    DIXON
    3M change : 5.95 %

    Holdings

    5.95 %

    5.95 %
  • BSE Ltd
    BSE
    3M change : 5.92 %

    Holdings

    5.92 %

    5.92 %
  • Cummins India Ltd
    CUMMINSIND
    3M change : 4.22 %

    Holdings

    4.22 %

    4.22 %

AMC Profile

Kotak Mahindra Asset Management Company Limited (KMAMC), a wholly owned subsidiary of Kotak Mahindra bank Limited (KMBL), is the Asset Manager for Kotak Mahindra Mutual Fund (KMMF). KMAMC has approximately 21 Lac investors in various schemes.

  • No.of Schemes

    76

  • Total AUM

    ₹ 4,72,647.88 Cr.

Fund Manager Profile

Devender Singhal

AUM:  ₹38,485.71 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Satish Dondapati

AUM:  ₹1,989.58 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: —

Abhishek Bisen

AUM:  ₹1,25,207.81 Cr.

Sum of AUMs of all funds managed by the fund manager

 | 

Exp: 6yrs

Manager Performance (0)

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Tax Implications

Invested period < 1 year

Gains are treated as short-term capital gains and taxed at 20%

Invested period > 1 year

Gains are treated as long-term capital gains and taxed at 12.5%

Let’s calculate your returns after tax

Investment frequency

Monthly

One Time

Monthly Investment Amt. (₹)

Investment period (years)

CAGR (%)
This is the CAGR you expect your investment to return in the future during the given investment period. Returns are annualised, compunding is done monthly.

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Opinions and Fund Reviews

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