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Kotak Nifty Midcap 150 Momentum 50 Index Fund-Regular Plan-Growth

Category: Index Fund Launch Date: 08-10-2024
AUM:

₹ 306.03 Cr

Expense Ratio

0.93%

Benchmark

NIFTY Midcap 150 Momentum 50 TRI

ISIN

INF174KA1TP0

Minimum Investment

100.0

Minimum Topup

100.0

Minimum SIP Amount

100

Fund Manager

FM 1 Mr. Devender Singhal FM 2 Mr. Satish Dondapati FM 3 Mr. Abhishek Bisen

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Kotak Nifty Midcap 150 Momentum 50 Index Fund-Regular Plan-Growth -2.43 - -
NIFTY Midcap 150 Moment 50 TRI -1.98 24.84 26.91
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%

Overview

NAV
9.145
Last change
-0.08 (-0.8967%)
Fund Size (AUM)
₹ 306.03 Cr
Performance
-7.94% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

The investment objective of the scheme is to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking errors. However, there is no guarantee or assurance that the investment objective of the scheme will be achieved.

Fund Manager
FM 1 Mr. Devender Singhal FM 2 Mr. Satish Dondapati FM 3 Mr. Abhishek Bisen
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
BSE LIMITED EQ NEW FV RS. 2/- 5.11
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- 4.9
MAX HEALTHCARE INSTITUTE LIMITED EQ 4.61
Coforge Limited 3.92
Persistent Systems Ltd 3.7
SUZLON ENERGY LIMITED EQ. NEW RS. 2/- 3.62
ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- 3.55
SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/- 3.36
SRF LIMITED EQ 3.09
FORTIS HEALTHCARE LIMITED. EQ 2.89

Sector Allocation

Sector Holdings (%)
Financial Services 33.29
Healthcare 12.1
Chemicals 11.58
Capital Goods 10.95
Information Technology 7.62
Consumer Durables 4.09
Telecommunication 3.23
Consumer Services 3.22
Construction Materials 2.92
Automobile and Auto Components 2.34

Peer Comparison

Scheme Name 5Y (%)
Kotak Nifty Midcap 150 Momentum 50 Index Fund Reg Gr 0.0
Motilal Oswal Nifty MidSmall Financial Services Index Fund Reg Gr 0.0
ICICI Prudential NASDAQ 100 Index Fund Gr 0.0
Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr 0.0
Motilal Oswal Nifty India Defence Index Fund Reg Gr 0.0
ABSL Nifty India Defence Fund Reg Gr 0.0
Motilal Oswal S&P 500 Index Reg Gr 17.15
ICICI Pru Nifty200 Value 30 Index Gr 0.0
Motilal Oswal BSE Enhanced Value Index Fund Reg 0.0
Nippon India Nifty Auto Index Fund Reg Gr 0.0
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