Kotak NIFTY Midcap 150 Momentum 50 Index Fund-Regular Plan-Growth
Expense Ratio: 0.93
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: NIFTY Midcap 150 Momentum 50 TRI
Inception: 19-09-2024
Exit Load: Nil
Fund Size:₹312.89 Cr
Performance
1Y
Fund-3.30%
Cat. Avg.-1.42%
2Y
Fund-6.21%
Cat. Avg.-0.02%
3Y
FundN/A
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund-5.76%
Cat. Avg.5.09%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | Laurus Labs Ltd | 22.36 | 5.22% |
| 2 | MULTI COMMODITY EXCHANGE OF INDIA LIMITED | 21.40 | 4.99% |
| 3 | BSE LTD | 21.31 | 4.97% |
| 4 | GE VERNOVA T&D INDIA LIMITED | 20.97 | 4.89% |
| 5 | FEDERAL BANK LTD. | 19.88 | 4.64% |
| 6 | Bharat Heavy Electricals Ltd. | 18.46 | 4.31% |
| 7 | BHARAT FORGE LTD. | 18.07 | 4.22% |
| 8 | HITACHI ENERGY INDIA LTD. | 16.74 | 3.91% |
| 9 | polycab India Limited | 15.63 | 3.65% |
| 10 | National Aluminium Company Ltd. | 13.30 | 3.10% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 58527 | -2.5% | -5.1% |
| 2Y | 07 Nov, 24 | 1.20 L. | 1.18 L. | -1.5% | -1.5% |
| SI | 07 Nov, 24 | 1.20 L. | 1.18 L. | -1.5% | -1.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 96700 | -3.3% | -3.3% |
| 2Y | 16 Oct, 24 | 1 L. | 87964 | -12.0% | -6.2% |
| SI | 11 Oct, 24 | 1 L. | 88737 | -11.3% | -5.8% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.