Kotak NIFTY Midcap 150 Momentum 50 Index Fund(G)-Direct Plan
+4.17%
1Y annualised
+4.17%
1Y annualised
-0.72% 1D
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NAV : 10 Sep 2026
₹9.61
Min. SIP amount
₹100
Fund size (AUM)
442 Cr
Expense ratio
0.28%
Launched on
08 Oct 2024
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
NAV : 10 Sep 2026
₹9.61
Min. SIP amount
₹100
Fund size (AUM)
442 Cr
Expense ratio
0.28%
Launched on
08 Oct 2024
Lock-in period
N/A
Benchmark
Nifty 50
Fund Plan
Direct
SIP Calculator + Returns
Monthly investment
₹8,000
Stock Allocation
Fund Composition
Large Cap
3.32%
Mid Cap
94.40%
Small Cap
2.21%
Others
0.07%
Sector Allocation
Healthcare
16.86%
Capital Goods
14.97%
Finance
14.61%
Bank
12.57%
Automobile & Ancillaries
6.87%
Electricals
5.20%
Telecom
5.12%
Iron & Steel
4.95%
Others
18.51%
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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