Kotak Nifty Midcap 150 Index Fund(G)-Direct Plan
+3.40%
1Y annualised
+3.40%
1Y annualised
-2.14% 1D
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NAV : 15 Sep 2026
₹11.50
Min. SIP amount
₹100
Fund size (AUM)
47 Cr
Expense ratio
0.15%
Launched on
21 Mar 2025
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 15 Sep 2026
₹11.50
Min. SIP amount
₹100
Fund size (AUM)
47 Cr
Expense ratio
0.15%
Launched on
21 Mar 2025
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
4.85%
Mid Cap
92.01%
Small Cap
3.39%
Sector Allocation
Finance
12.52%
Healthcare
10.25%
It
9.64%
Bank
8.89%
Automobile & Ancillaries
8.49%
Capital Goods
7.82%
Chemicals
3.51%
Fmcg
3.32%
Others
33.96%
Minimum investments
Returns vs rankings
Exit load, stamp duty and tax
Exit load
No exit load
Stamp duty on investment: 0.005% (from July 1st, 2020)
from July 1st 2020
Tax implication
If you redeem within less than 1 year, returns are taxed as per your Income Tax slab. If you redeem after more than 1 year, returns are taxed at 12.5%.
Fund management
Satish Dondapati
Present
Abhishek Bisen
Present
Jeetu Valechha Sonar
Present
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FAQs
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