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Kotak 橘子影城 Midcap 150 Momentum 50 Index Fund Growth

Kotak 橘子影城 Midcap 150 Momentum 50 Index Fund Growth

1M
6M
1Y
All
NAV: 19 Jun '26
?9.65
Min. for SIP
?100
Fund size (AUM)
?418.69 Cr
Expense ratio
0.93%
Rating
--

Return calculator

Monthly investment
?5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months?15,000?15,754
+5.03%
6 months?30,000?31,652
+5.51%
1 year?60,000?62,926
+4.88%

Holdings (52)

NameSectorInstrumentsAssets
BSE LtdFinancialEquity7.55%
Cummins India LtdIndustrialsEquity5.16%
The Federal Bank LtdFinancialEquity4.38%
AU Small Finance Bank LtdFinancialEquity4.37%
Hero Motocorp LtdConsumer DiscretionaryEquity4.19%
Muthoot Finance LtdFinancialEquity4.10%
GE T&D India LtdIndustrialsEquity3.80%
L&T Finance Holdings LtdFinancialEquity3.23%
One 97 Communications LtdIndustrialsEquity2.99%
Fortis Healthcare LtdHealthcareEquity2.96%
Max Financial Services LtdFinancialEquity2.89%
Aditya Birla Capital LtdFinancialEquity2.86%
Ashok Leyland LtdIndustrialsEquity2.83%
FSN E-Commerce Ventures LtdConsumer DiscretionaryEquity2.69%
Hitachi Energy India LtdIndustrialsEquity2.53%
HDFC Asset Management Company LtdFinancialEquity2.46%
Indian BankFinancialEquity2.35%
GMR Airports Infrastructure LtdIndustrialsEquity2.28%
IDFC First Bank LtdFinancialEquity2.23%
UPL LtdMaterialsEquity2.18%
Glenmark Pharmaceuticals LtdHealthcareEquity1.98%
National Aluminium Company LtdMaterialsEquity1.87%
Polycab India LtdIndustrialsEquity1.83%
Indus Towers LtdTechnologyEquity1.78%
Persistent Systems LtdTechnologyEquity1.78%
Vodafone Idea LtdTechnologyEquity1.71%
SRF LtdMaterialsEquity1.51%
Coforge LtdTechnologyEquity1.50%
Mahindra & Mahindra Financial Services LtdFinancialEquity1.48%
Lupin LtdHealthcareEquity1.46%
Hindustan Petroleum Corporation LtdEnergy & UtilitiesEquity1.45%
Marico LtdConsumer StaplesEquity1.27%
MRF LtdConsumer DiscretionaryEquity1.13%
UNO Minda LtdConsumer DiscretionaryEquity1.00%
Biocon LtdHealthcareEquity0.96%
JK Cement LtdMaterialsEquity0.93%
Bank of IndiaFinancialEquity0.88%
Jindal Stainless LtdMaterialsEquity0.85%
Nippon Life India Asset Management LtdFinancialEquity0.81%
APL Apollo Tubes LtdIndustrialsEquity0.80%
Coromandel International LtdMaterialsEquity0.79%
Sundaram Finance LtdFinancialEquity0.69%
AIA Engineering LtdIndustrialsEquity0.66%
SBI Cards & Payments Services LtdFinancialEquity0.59%
Berger Paints India LtdMaterialsEquity0.41%
3M India LtdDiversifiedEquity0.38%
Dalmia Bharat LtdMaterialsEquity0.37%
Abbott India LtdHealthcareEquity0.35%
Bharti Hexacom Ltd.TechnologyEquity0.34%
Indraprastha Gas LtdEnergy & UtilitiesEquity0.32%
RepoUnspecifiedRepo0.31%
Net PayablesUnspecifiedNet Payables-0.22%
See All

Minimum investments

Min. for 1st investment
?100
Min. for 2nd investment
?100
Min. for SIP
?100

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns+7.1%+0.2%-0.5%-6.4%
Category average (Equity Mid Cap)----+2.0%--
Rank (Equity Mid Cap)543851--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.
Check past data

Compare similar funds

Name1Y3YFund Size(Cr)
WhiteOak Capital Mid Cap Fund Growth
WhiteOak Capital Mid Cap Fund Growth
+13.69%+23.40%5,732.44
Nippon India Growth Mid Cap Fund Growth
Nippon India Growth Mid Cap Fund Growth
+11.60%+22.89%47,415.41
Edelweiss Mid Cap Fund Growth
Edelweiss Mid Cap Fund Growth
+8.24%+22.37%16,848.60
Sundaram Mid Cap Fund Growth
Sundaram Mid Cap Fund Growth
+10.46%+22.18%13,686.66
HDFC Mid Cap Fund Growth
HDFC Mid Cap Fund Growth
+8.40%+20.37%97,350.48
Compare

Fund management

JVS
Jeetu Valechha Sonar
Mar 2026 - Present
View details

Education
Mr. Sonar is a Post Graduate Diploma in Management in Finance management
Experience
Prior to joining Kotak AMC Limited, he has worked as institutional dealer with Kotak Securities Ltd. and is part of Kotak Group since 2014.
Also manages these schemes

AB
Abhishek Bisen
Sep 2024 - Present
View details

Education
Mr. Bisen is a BA and MBA in Finance.
Experience
Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Also manages these schemes

SD
Satish Dondapati
Sep 2024 - Present
View details

Education
Mr. Dondapati has done MBA Finance
Experience
Prior to joining Kotak Mutual fund he has worked with Centurian Bank Of Punjab, Bajaj Capital Ltd.
Also manages these schemes

About Kotak 橘子影城 Midcap 150 Momentum 50 Index Fund Growth

Kotak 橘子影城 Midcap 150 Momentum 50 Index Fund Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Jeetu Valechha Sonar is the Current Fund Manager of Kotak 橘子影城 Midcap 150 Momentum 50 Index Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ?5,85,946 Cr and the Latest NAV as of 19 Jun 2026 is ?9.65. The Kotak 橘子影城 Midcap 150 Momentum 50 Index Fund Growth is rated Very High risk. Minimum SIP Investment is set to ?100. Minimum Lumpsum Investment is ?100. ;

Investment Objective

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.
Fund benchmarkNIFTY Midcap 150 Momentum 50 Total Return Index

Fund house

Rank (total assets)#5 in India
Total AUM?5,85,945.71 Cr
Date of Incorporation05 Aug 1994
Phone022-61152100 / 1800-22-2626
E-mail--
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
CustodianDeutsche Bank
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

銀行貸款 小額借貸 線上貸款 汽車貸款 手機貸 瘋正妹 橘子影城 古蹟交流社 東森新聞手機板 東森新聞 港書館 super娛樂城 金鈦城娛樂城 信用版娛樂城 贏家娛樂城 WG娛樂城

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