Kotak Nifty Midcap 150 Momentum 50 Index
The scheme seeks to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking errors.
Growthvine rating: 2/5 — ranked #163 of 245 in category.
Fund basics
| Category | Equity: Index |
|---|
| NAV | ₹9.00 (as of 2026-10-01) |
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| AUM | ₹443 Cr |
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| Expense ratio | 0.79% |
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| Riskometer | Very High |
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| Fund manager | Jeetu Valechha Sonar |
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| Exit load | 0 |
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Performance & risk
| Standard deviation | 0.00% |
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| Max drawdown | −25.58% |
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| Alpha | 0 |
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| Beta | 0 |
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Market cap allocation
| Large cap | 21.0% |
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| Mid cap | 79.0% |
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| Small cap | 0.0% |
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Concentration
| Top 5 holdings | 25.5% |
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| Top 10 holdings | 43.8% |
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| Total holdings | 50 |
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Top holdings
- Laurus Labs Limited — 6.3%
- Multi Commodity Exchange of India Ltd — 5.7%
- Federal Bank Ltd. — 4.8%
- Bharat Heavy Electricals Ltd. — 4.4%
- GE Vernova T&D India Limited — 4.2%
- BSE Ltd. — 4.1%
- Bharat Forge Ltd — 4.0%
- HITACHI ENERGY INDIA LIMITED — 3.6%
- National Aluminium Co. Ltd. — 3.3%
- Polycab India Limited — 3.3%
Top sectors
- Banking & Financial — 23.2%
- Electricals — 15.3%
- Pharma & Biotech — 14.8%
Calendar-year track record
| Year | Return | Quartile | Category rank |
|---|
| 2026 (partial) | −2.9% | — | — |
| 2025 | −4.7% | — | — |