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Kotak Nifty Midcap 150 Momentum 50 Index Fund-Regular Plan-Growth
★★★★★ TopFund est.
TopFund Score (fallback rating)
- Calculated by: TopFund — used only when no third-party rating exists for this fund
- Formula: 3-year trailing return percentile within category, adjusted ±1 star for expense ratio
- Refresh frequency: Whenever TopFund re-syncs this fund's data
- Limitations: A simplified 2-factor estimate, not equivalent to a rating agency's full analysis
TopFund Score: 44/100 · Weak
How this score is calculated
- Star rating (35%)1/5
- 3Y CAGR (30%)—
- Expense ratio (20%)0.8369%
- AUM (15%)₹443 Cr
Not investment advice — an analytical read of public fund data. Methodology →
Kotak Mahindra Mutual Fund · Equity · Mid Cap
₹9.63
AUM: ₹442 Cr
NAV updated 25 days ago
Plan
Regular
Option
Growth
Risk
Very High
Expense Ratio
0.8369%
Exit Load
Nil
Fund Manager
Devender Singhal
Inception
Oct 2024
Benchmark
NIFTY Midcap 150 Momentum 50 Total Return Index
Sharpe Ratio
0.12
Std Dev (1Y)
18.33%
Historical Returns (CAGR)
Annualized trailing returns computed from NAV history — past performance only, not a guarantee of future results.
1m
+1.24%
3m
+2.41%
6m
+4.8%
1y
+5.4%
3y
—
5y
—
10y
—
since inception
-3.32%
TopFund's Take on Kotak Nifty Midcap 150 Momentum 50 Index Fund-Regular Plan-Growth
Kotak Nifty Midcap 150 Momentum 50 Index Fund-Regular Plan-Growth lags behind most of its peers in the Mid Cap category, currently carrying a 1-star rating. TopFund's composite Health Score, which weighs rating, 3-year CAGR, expense ratio and fund size, puts it at 44/100.
Cost: At 0.8369%, the expense ratio is roughly in line with the Mid Cap category average of 0.77% — cost isn't a standout factor either way for this fund.
Risk-adjusted performance: Over the trailing 1-year period, the fund shows a modest Sharpe ratio of 0.12 — returns have only marginally compensated for the risk taken. Separately, annualised volatility of 18.33% is fairly typical for Mid Cap funds.
Who should invest: This fund is best suited to investors with a 5+ year horizon comfortable with meaningfully higher volatility than large cap funds. Given the Very High risk rating, this fund is not suited to short-term goals or investors who may need to exit within 2-3 years.
This is an automated, data-driven analysis based on the fund's own metrics and its category peers — not personalized investment advice. Consult a SEBI-registered advisor before investing.
Sector Allocation
Asset Allocation
Fund Snapshot
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Tools & Guides for This Fund
Frequently Asked Questions about Kotak Nifty Midcap 150 Momentum 50 Index Fund-Regular Plan-Growth
The current NAV (Net Asset Value) of Kotak Nifty Midcap 150 Momentum 50 Index Fund-Regular Plan-Growth is ₹9.63. NAV is updated every business day after market close by AMFI.
1Y: 5.4%
The expense ratio of Kotak Nifty Midcap 150 Momentum 50 Index Fund-Regular Plan-Growth is 0.8369% per annum. This is the annual fee charged by the fund to manage your investment.
Kotak Nifty Midcap 150 Momentum 50 Index Fund-Regular Plan-Growth is managed by Devender Singhal at Kotak Mahindra Mutual Fund.
Kotak Nifty Midcap 150 Momentum 50 Index Fund-Regular Plan-Growth is classified as a Very High risk fund. It is suitable for aggressive investors with a long-term horizon of 5+ years.
Yes, Kotak Nifty Midcap 150 Momentum 50 Index Fund-Regular Plan-Growth is an equity fund, making it suitable for SIP investments. Regular monthly SIPs help average out market volatility through rupee-cost averaging.
You can start a SIP in Kotak Nifty Midcap 150 Momentum 50 Index Fund-Regular Plan-Growth with as little as ₹500 per month through most mutual fund platforms. The minimum lump sum investment is typically ₹1,000.
The Assets Under Management (AUM) of Kotak Nifty Midcap 150 Momentum 50 Index Fund-Regular Plan-Growth is ₹443 crore. AUM indicates the total market value of assets managed by the fund.
* Past performance is not indicative of future results. Mutual fund investments are subject to market risks.
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