Kotak NIFTY Midcap 150 ETF
Expense Ratio: 0.1
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty Midcap 150 TRI
Inception: 03-03-2025
Exit Load: Nil
Fund Size:₹4.14 Cr
Performance
1Y
Fund6.36%
Cat. Avg.3.77%
2Y
FundN/A
Cat. Avg.2.69%
3Y
FundN/A
Cat. Avg.-21.10%
5Y
FundN/A
Cat. Avg.-17.16%
10Y
FundN/A
Cat. Avg.-20.16%
SI
Fund16.82%
Cat. Avg.-5.90%
Fund Facts
Manager(s)
Mr. Abhishek Bisen
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 | BSE LTD | 0.31 | 3.17% |
| 2 | Hero MotoCorp Ltd. | 0.19 | 1.90% |
| 3 | FEDERAL BANK LTD. | 0.18 | 1.85% |
| 4 | MULTI COMMODITY EXCHANGE OF INDIA LIMITED | 0.17 | 1.77% |
| 5 | Lupin Ltd. | 0.16 | 1.62% |
| 6 | Indus Towers Ltd. | 0.15 | 1.57% |
| 7 | Persistent Systems Limited | 0.15 | 1.54% |
| 8 | INDUSIND BANK LTD. | 0.14 | 1.43% |
| 9 | PB Fintech Ltd. | 0.14 | 1.41% |
| 10 | Suzlon Energy Ltd. | 0.14 | 1.39% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 63746 | +6.2% | +13.5% |
| SI | 07 Apr, 25 | 80000 | 86565 | +8.2% | +12.9% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 1.06 L. | +6.4% | +6.4% |
| SI | 28 Mar, 25 | 1 L. | 1.22 L. | +22.3% | +16.8% |
SIP Planner
Visualize how small monthly investments grow over time.
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Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
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%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹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.