- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth
View Less
Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment-2,45,079
Wealth Gained4,87,533
Total Corpus Created (₹)
With CAGR of -18.69 % in 5 yearsHistorical NAV
₹ 8.131
NAV (Apr 11)
Fund Returns
Last 1Y | - |
Last 3Y | - |
Last 5Y | - |
Last 10Y | - |
Since Inception | -18.7% |
6 Month CAGR | -19.8% |
Scheme Information
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.
Expense Ratio | 0.28 % |
Launched <1Y | 2024-10-08 |
AUM in Crores | 95.8 |
ISIN | INF174KA1TM7 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Midcap 150 Momentum 50 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct (G) | NaN | NaN | NaN% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Allocation by Sector
Services
19.31%Healthcare
18.12%Capital Goods
14.29%Technology
14.21%Financial
7.68%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 27,730 cr | ||
₹ 23,379 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.8% | 6.2% | ||
12.3% | 11.3% | ||
19.4% | 8.3% | ||
8.1% | 8% | ||
7.5% | 7.1% |
Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment-2,45,079
Wealth Gained4,87,533
Total Corpus Created (₹)
With CAGR of -18.69 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Plan Growth?
What is the current AUM of Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth?
What is the latest NAV of Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth?
What is the Riskometer rating for Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Plan Growth?
Which are the top sector holdings in Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Plan?
Which are the top stock holdings in Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Plan?
What is the asset allocation of Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Plan Growth?
What has been the performance of Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth returns?
Does Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Plan Growth?
How to invest in Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth?
How can I redeem my investment in Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Plan?