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

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

₹ 244.94 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 - - -
NIFTY Midcap 150 Moment 50 TRI -7.9 22.09 31.38
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
9.042
Last change
-0.01 (-0.0774%)
Fund Size (AUM)
₹ 244.94 Cr
Performance
-10.82% (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 HEALTHCARE INSTITUTE LIMITED EQ 5.16
MAX FINANCIAL SERVICES LIMITED EQ NEW FV RS. 2/- 4.51
BSE LIMITED EQ NEW FV RS. 2/- 4.46
SUZLON ENERGY LIMITED EQ. NEW RS. 2/- 4.31
SOLAR INDUSTRIES INDIA LIMITED EQ NEW FV RS. 2/- 3.76
Coforge Limited 3.75
COROMANDEL INTERNATIONAL LIMITED EQ NEW F.V. RE.1/- 3.4
SRF LIMITED EQ 3.35
Persistent Systems Ltd 3.14
HDFC ASSET MANAGEMENT COMPANY LTD EQ NEW FV RS. 5/- 3.09

Sector Allocation

Sector Holdings (%)
Financial Services 29.9
Healthcare 12.93
Chemicals 12.68
Capital Goods 11.76
Information Technology 6.89
Consumer Durables 4.78
Construction Materials 3.48
Telecommunication 3.22
Consumer Services 2.98
Textiles 2.42

Peer Comparison

Scheme Name 5Y (%)
Kotak Nifty Midcap 150 Momentum 50 Index Fund Reg Gr 0.0
ICICI Prudential NASDAQ 100 Index Fund Gr 0.0
Motilal Oswal S&P 500 Index Reg Gr 17.41
Invesco India Nifty G-sec Sep 2032 Index Fund Reg Gr 0.0
HDFC Nifty G-Sec Sep 2032 Index Fund Gr 0.0
Nippon India Nifty G-Sec Oct 2028 Maturity Index Fund Reg Gr 0.0
Mirae Asset CRISIL IBX Gilt Index April 2033 Index Fund Reg Gr 0.0
Kotak Nifty G-Sec July 2033 Index Fund Reg Gr 0.0
HDFC Nifty G-Sec Apr 2029 Index Fund Gr 0.0
HDFC Nifty G-Sec July 2031 Index Fund Gr 0.0