Index Funds ETFs · Other

Kotak Nifty Midcap 150 Momentum 50 Index Fund

Kotak Mahindra Mutual Fund

Benchmark

NIFTY Midcap 150 Momentum 50 TRI

Riskometer

Very High

Size

₹452 cr

Allotted

8 Oct 2024

Holdings as of

Not on record

Kotak Nifty Midcap 150 Momentum 50 Index Fund is a index funds etfs fund of Kotak Mahindra Mutual Fund with ₹452 cr under management. It is ahead of its benchmark (NIFTY Midcap 150 Momentum 50 TRI) in 0 of 1 periods. Its direct plan charges 0.65% a year.

The fund house's portfolio file is not read yet; the official feed, costs and managers are shown.

Has Kotak Nifty Midcap 150 Momentum 50 Index Fund beaten its benchmark?

Ahead of its benchmark, NIFTY Midcap 150 Momentum 50 TRI, in 0 of 1 periods in AMFI's figures; −0.97% over the last year against −0.45%.

Period returns

Direct Plan, growth · 3y and longer a year

Period	Fund	Nifty 500 TRI	Ahead
1 month	−4.15%	−3.60%	—
3 months	−3.42%	−5.03%	—
6 months	−0.35%	−1.83%	—
1 year	−0.40%	−4.06%	+3.66 pts
3 years	—	+9.27%	—
5 years	—	+8.00%	—
10 years	—	+12.69%	—
Since start from 11 Oct 2024	−4.71%	—	—

Valarth price history to 14 Oct 2026 · the index is the one the fund is nearest; — not on record

Official figures

AMFI performance feed, 13 Oct 2026

Ahead of its benchmark (NIFTY Midcap 150 Momentum 50 TRI) in 0 of 1 periods.

Period	Direct	Regular	Benchmark	Ahead	Rank
1y	−0.97%	−1.60%	−0.45%	−0.52	🔒
3y	—	—	—	—	—
5y	—	—	—	—	—
10y	—	—	—	—	—

Ahead in points a year · its rank among Index Funds ETFs funds, and how steady the lead is, in the app

Value of 100, month-end

Oct 2024 to 14 Oct 2026

Fund 96Nifty 500 TRI 99

₹100 put in at the start of Oct 2024 would be ₹96 on 14 Oct 2026, against ₹99 in the Nifty 500 TRI.

Risk, falls and every year

🔒 Pro

Its worst fall and how long it took to recover, three-year stretches, Sharpe, beta and capture ratios, calendar years beside the index, and money in and out: in the app.

See them in the app →

What does Kotak Nifty Midcap 150 Momentum 50 Index Fund cost?

0.65% a year on the direct plan, 1.31% on the regular plan; 248 of 285 funds in its category charge less.

Direct plan

0.65% a year

Category median 0.39%

Regular plan

1.31% a year

Category median 0.94%

Gap

0.65 points

for the same holdings

248 of 285 funds in its category charge less on the direct plan.

Expense report, Oct 2026 · Other Scheme - Index Funds

What the regular plan costs you over time

🔒 Pro

The same money left for years in the direct and the regular plan, side by side, and what the commission takes: in the app.

Who manages Kotak Nifty Midcap 150 Momentum 50 Index Fund?

Satish Dondapati, since None; Abhishek Bisen, since None; Jeetu Valechha Sonar, since None.

Satish Dondapati

None years

since None

Abhishek Bisen

None years

since None

Jeetu Valechha Sonar

None years

since None

Benchmark as filedNifty Midcap 150 Momentum 50 Index (Total Return Index (TRI))

Exit load

Nil

From 6 Scheme Summary Documents filed with NSE, first on 29 Apr 2026; as on 29 Sep 2026

What does Kotak Nifty Midcap 150 Momentum 50 Index Fund hold?

Not read yet: the fund house's monthly portfolio file is not covered so far.

Holdings not read yet (fund house not covered). The scorecard, the companies inside, how it is run and the look-alikes open once the house's monthly portfolio files are read.

Questions people ask

Who manages Kotak Nifty Midcap 150 Momentum 50 Index Fund?

Satish Dondapati (manager) since None; Abhishek Bisen (manager) since None; Jeetu Valechha Sonar (manager) since None.

What is the expense ratio of Kotak Nifty Midcap 150 Momentum 50 Index Fund?

0.65% a year on the direct plan and 1.31% on the regular plan (expense report, Oct 2026).