Kotak Nifty Midcap 150 Momentum 50 Index Fund-Regular plan-IDCW option
AUM:
₹ 251.29 Cr
Expense Ratio
0.93%
Benchmark
NIFTY Midcap 150 Momentum 50 TRI
ISIN
INF174KA1TQ8
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-IDCW option | - | - | - |
| NIFTY Midcap 150 Moment 50 TRI | -4.41 | 21.84 | 31.0 |
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
9.119
Last change
-0.04 (-0.4496%)
Fund Size (AUM)
₹ 251.29 Cr
Performance
-10.06% (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 (%) |
|---|---|
| MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- | 4.94 |
| MAX HEALTHCARE INSTITUTE LIMITED EQ | 4.9 |
| SUZLON ENERGY LIMITED EQ. NEW RS. 2/- | 4.05 |
| BSE LIMITED EQ NEW FV RS. 2/- | 3.96 |
| Coforge Limited | 3.79 |
| SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/- | 3.74 |
| ONE 97 COMMUNICATIONS LIMITED EQ NEW FV RE.1/- | 3.48 |
| Persistent Systems Ltd | 3.31 |
| SRF LIMITED EQ | 3.21 |
| DIXON TECHNOLOGIES (INDIA) LIMITED EQ NEW FV RS.2/- | 3.09 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 30.37 |
| Healthcare | 12.71 |
| Chemicals | 12.21 |
| Capital Goods | 11.29 |
| Information Technology | 7.1 |
| Consumer Durables | 4.7 |
| Construction Materials | 3.75 |
| Consumer Services | 3.19 |
| Telecommunication | 3.11 |
| Automobile and Auto Components | 2.37 |
