Kotak Nifty Midcap 150 Momentum 50 Index Fund-Regular Plan-Growth
NAV as on 2026-07-17 · Equity · Index
AUM
₹432 Cr
1Y Return
-1.1%
3Y CAGR
-
5Y CAGR
-
Expense
0.93%
Risk
Very High
1Y Return
-1.1%
3Y CAGR
-
5Y CAGR
-
Since Inception
-4.8%
AI Fund Analysis
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NAV History
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52-Week NAV Range
74% from 52W low
Fund Information
Fund House
Kotak Mahindra Mutual Fund
Category
Equity - Index
Min SIP
₹500
Min Lumpsum
₹5,000
Portfolio Composition
Asset Allocation
Market Cap Split
Top Holdings
Laurus Labs Ltd
Healthcare
Multi Commodity Exchange of India Ltd
Financial Services
BSE Ltd
Financial Services
GE Vernova T&D India Ltd
Industrials
The Federal Bank Ltd
Financial Services
Bharat Heavy Electricals Ltd
Industrials
Bharat Forge Ltd
Consumer Cyclical
Hitachi Energy India Ltd Ordinary Shares
Industrials
Polycab India Ltd
Industrials
National Aluminium Co Ltd
Basic Materials
Sector Allocation
Fundamentals
P/E Ratio
27.22
Cat avg: 24.50
P/B Ratio
4.59
Cat avg: 3.98
Dividend Yield
0.73%
Cat avg: 1.53%
Price/Sale
4.37
Price/Cash Flow
18.62
Peer Comparison
| Fund | AUM (Cr) | Exp % | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Kotak Nifty Mdcp 150 Mmt 50 Idx Reg Gr | 432 | 0.93 | -1.1% | - | - |
| Groww Nifty SmCp 250MomtQul100IdxRgGr | - | - | - | - | - |
| UTI Nifty 50 Index Fund Reg Gr | 28,685 | 0.38 | -2.3% | +8.2% | +9.8% |
| HDFC Nifty 50 Index | 23,703 | 0.46 | -2.4% | +8.1% | +9.7% |
| ICICI Pru Nifty 50 Index Reg Gr | 16,839 | 0.35 | -2.4% | +8.1% | +9.7% |
| SBI Nifty Index Reg Gr | 13,646 | 0.40 | -2.4% | +8.0% | +9.6% |
| ICICI Pru Nifty Next 50 Index Gr | 9,476 | 0.59 | +4.7% | +17.3% | +12.9% |
| UTI Nifty200 Momentum 30 Index Reg Gr | 8,541 | 0.93 | -2.6% | +12.0% | +10.7% |
| HDFC BSE Sensex Index | 8,485 | 0.37 | -4.4% | +6.3% | +8.9% |
| UTI Nifty Next 50 Index Reg Gr | 7,002 | 0.84 | +4.8% | +17.4% | +12.9% |
What If I Had Invested?
NAV history not available for this range
Key Metrics
Risk-o-Meter
Low
Moderate
High
Very High
Rated as Very High risk
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.