Kotak Nifty Midcap 50 Index Fund Regular-Growth

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -4.45%
NAV: ₹10.59 as on Thu Nov 05, 2026
Fund NAV

Fund Overview of Kotak Nifty Midcap 50 Index Fund Regular-Growth

  • ₹82.9 Cr
    AUM
  • ₹10.59
    NAV
  • 1.06%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Nov 05, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

We have used a return rate of 15% for our calculations.

The total value of your investment after 10 years will be
₹ 1,39,328.64
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Kotak Nifty Midcap 50 Index Fund Regular-Growth Return Comparison

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -4.45% NA 4.37%
6 Months 2.42% NA 15.67%
1 Year 1.80% 1.80% -0.50%
2 Years 10.58% 5.16% 23.18%
As on Thu Nov 05, 2026

Asset Allocation of Kotak Nifty Midcap 50 Index Fund Regular-Growth

equities

99.93%

other assets or cash equivalents

0.07%
Large Cap: 5.05%
Mid Cap: 94.95%
Small Cap: 0.00%
Other: 0.00%
Top Holdings
Bse Ltd
7.56%
Bse Ltd
7.05%
Bse Ltd
7.05%
Bse Ltd
7.05%
Bse Ltd
7.05%
 
Top Sectors
Financial
112.26%
Detailed Portfolio Analysis
As on Thu Nov 05, 2026
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About Fund

About Kotak Nifty Midcap 50 Index Fund Regular-Growth

Kotak Nifty Midcap 50 Index Fund Regular-Growth is one Equity mutual fund offered by Kotak Mahindra Mutual Fund. Launched on 16 Aug 2024, the fund aims Long term capital growth. Return that corresponds to the performance of NIFTY Midcap 50 Index, subject to tracking error. It manages assets worth ₹82.9 crore as on Wed Sep 30, 2026. The expense ratio stands at 1.0578%.
The portfolio allocation consists of 99.93% in equities, 0.07% in other assets or cash equivalents.Managed by Satish Dondapati, it has delivered a return of 1.80% in the last year, a total return since inception of 2.59%.
For those looking to make better investment decisions it is useful to also compare best sip plans that align with individual risk appetite.

Read more
  • Abhishek Bisen

    Fund Manager

  • Mr. Bisen is a BA and MBA in Finance.

    Manager Education

  • Devender Singhal

    Fund Manager

  • Mr. Singhal has done B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi.

    Manager Education

  • Satish Dondapati

    Fund Manager

  • Mr. Dondapati has done MBA Finance

    Manager Education

Kotak Nifty Midcap 50 Index Fund Regular-Growth Fund Details

Fund Names Kotak Nifty Midcap 50 Index Fund Regular-Growth
Inception Date 16 Aug 2024
Lock In No Lock-in
SIP Minimum Investment amount ₹100
SWP Minimum Investment amount ₹1000
STP Minimum Investment amount ₹500
 
Risk Principal at very high risk
More Details
Highest NAV in last 52 weeks & Lowest NAV in last 52 weeks

Compare Mutual Funds
Kotak Nifty Midcap 50 Index Fund Regular-Growth Fund Returns Comparison

Compare Kotak Nifty Midcap 50 Index Fund Regular-Growth with other mutual funds in the same category

Kotak Nifty Midcap 50 Index Fund Regular-Growth

Motilal Oswal Midcap Fund Direct-Growth

Motilal Oswal Midcap Fund Direct-IDCW

Compare more funds

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Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Motilal Oswal Midcap Fund Direct-Growth trend ₹40,208 3.45% 1.07% 0.22% 18.74% 19.27%
Motilal Oswal Midcap Fund Direct-IDCW trend ₹40,208 3.45% 1.07% 0.22% 18.74% 19.27%
Invesco India Mid Cap Fund Direct-Growth trend ₹15,780 4.08% -2.02% 6.93% 23.72% 18.50%
Invesco India Mid Cap Fund Direct-IDCW trend ₹15,780 4.08% -2.02% 6.93% 23.72% 18.50%
Motilal Oswal Midcap Fund Regular-Growth trend ₹40,208 3.39% 0.89% -0.55% 17.64% 18.07%
Motilal Oswal Midcap Fund Regular-IDCW trend ₹40,208 3.39% 0.89% -0.55% 17.64% 18.07%
HSBC Midcap Fund Direct-Growth trend ₹16,800 0.93% -1.37% 15.34% 22.39% 17.88%
HSBC Midcap Fund Direct-IDCW trend ₹16,800 0.93% -1.37% 15.34% 22.39% 17.88%
HDFC Mid Cap Fund Direct-Growth trend ₹101,856 2.56% -4.17% 1.18% 16.64% 17.85%
HDFC Mid Cap Fund Direct-IDCW trend ₹101,856 2.56% -4.17% 1.18% 16.64% 17.85%
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increase growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns

More funds from Kotak Mahindra Mutual Fund

Fund Names AUM (Cr) 1M 3M 6M 1Yr 3Yr
Kotak Mid Cap Fund Regular-Growth increase ₹66,613 1.87% -5.50% 0.41% 0.89% 15.40%
Kotak Mid Cap Fund Direct-Growth increase ₹66,613 1.96% -5.27% 0.91% 1.89% 16.60%
Kotak Mid Cap Fund Regular-IDCW increase ₹66,613 1.87% -5.50% 0.41% 0.89% 15.40%
Kotak Mid Cap Fund Direct-IDCW increase ₹66,613 1.96% -5.27% 0.91% 1.89% 16.60%
Kotak Nifty Midcap 50 ETF-Growth increase ₹202 3.10% -4.29% 2.77% 2.65% 15.93%
Kotak Nifty Midcap 50 Index Fund Direct-Growth increase ₹83 3.10% -4.31% 2.73% 2.42% -
Kotak Nifty Midcap 50 Index Fund Regular-IDCW increase ₹83 3.06% -4.45% 2.42% 1.80% -
Kotak Nifty Midcap 50 Index Fund Direct-IDCW increase ₹83 3.10% -4.31% 2.73% 2.42% -
Kotak Nifty Midcap 150 Index Fund Regular-Growth increase ₹46 2.47% -4.78% 0.54% 0.46% -
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increase growth is based on 1-month returns of the funds

Kotak Nifty Midcap 50 Index Fund Regular-Growth Calculator

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Top 25% of investors consistently generate more than 12% return
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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
HDFC Mid Cap Fund Direct-Growth trend ₹101,856 ₹226.14 16.64% 17.85% 17.26%
HDFC Mid Cap Fund Regular-Growth trend ₹101,856 ₹203.75 15.91% 17.08% 16.38%
HDFC Mid Cap Fund Direct-IDCW trend ₹101,856 ₹80.30 16.64% 17.85% 17.26%
HDFC Mid Cap Fund Regular-IDCW trend ₹101,856 ₹51.12 15.91% 17.08% 16.38%
Kotak Mid Cap Fund Direct-Growth trend ₹66,613 ₹163.96 16.60% 15.37% 17.43%
Kotak Mid Cap Fund Regular-Growth trend ₹66,613 ₹139.82 15.40% 14.10% 16.05%
Kotak Mid Cap Fund Regular-IDCW trend ₹66,613 ₹76.79 15.40% 14.10% 16.05%
Kotak Mid Cap Fund Direct-IDCW trend ₹66,613 ₹97.68 16.60% 15.37% 17.43%
Nippon India Growth Mid Cap Fund Direct-Growth trend ₹50,176 ₹4,855.78 17.60% 16.64% 18.10%
Nippon India Growth Mid Cap Fund-Growth trend ₹50,176 ₹4,387.95 16.67% 15.72% 17.22%
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Top funds are based on Fund AUM

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Kotak Nifty Midcap 50 Index Fund Regular-Growth Detailed Portfolio

Stocks Sector % of Holding Value
Bse LtdFinancial7.56%₹6.08 Cr
Bse LtdFinancial7.05%₹5.49 Cr
Bse LtdFinancial7.05%₹5.49 Cr
Bse LtdFinancial7.05%₹5.49 Cr
Bse LtdFinancial7.05%₹5.49 Cr
Bse LtdFinancial6.89%₹5.19 Cr
Bse LtdFinancial5.66%₹4.90 Cr
Bse LtdFinancial5.66%₹4.90 Cr
Bse LtdFinancial5.66%₹4.90 Cr
Bse LtdFinancial5.66%₹4.90 Cr
Bse LtdFinancial5.64%₹3.82 Cr
Bse LtdFinancial5.62%₹3.72 Cr
Bse LtdFinancial5.42%₹3.65 Cr
Bse LtdFinancial5.72%₹3.63 Cr
Bse LtdFinancial5.18%₹3.44 Cr
Multi Commodity Exchange Of India LtdFinancial3.92%₹3.25 Cr
Multi Commodity Exchange Of India LtdFinancial3.92%₹3.25 Cr
Multi Commodity Exchange Of India LtdFinancial3.92%₹3.25 Cr
Multi Commodity Exchange Of India LtdFinancial3.92%₹3.25 Cr
The Federal Bank LtdFinancial3.71%₹3.21 Cr
View More

Top Equity Funds

Fund Names NAV 3Yr 5Yr 52 weeks high
Motilal Oswal Midcap Fund Direct-Growth increase ₹119.01 18.74% 19.27% -
Motilal Oswal Midcap Fund Direct-IDCW increase ₹48.54 18.74% 19.27% -
Invesco India Mid Cap Fund Direct-Growth increase ₹238.94 23.72% 18.50% -
Invesco India Mid Cap Fund Direct-IDCW increase ₹83.42 23.72% 18.50% -
Motilal Oswal Midcap Fund Regular-Growth increase ₹102.85 17.64% 18.07% -
Motilal Oswal Midcap Fund Regular-IDCW increase ₹46.48 17.64% 18.07% -
HSBC Midcap Fund Direct-Growth increase ₹524.81 22.39% 17.88% -
HSBC Midcap Fund Direct-IDCW increase ₹92.60 22.39% 17.88% -
HDFC Mid Cap Fund Direct-Growth increase ₹226.14 16.64% 17.85% -
HDFC Mid Cap Fund Direct-IDCW increase ₹80.30 16.64% 17.85% -
View More
increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Kotak Nifty Midcap 50 Index Fund Regular-Growth

What is the current AUM of Kotak Nifty Midcap 50 Index Fund Regular-Growth?

As of Wed Sep 30, 2026, Kotak Nifty Midcap 50 Index Fund Regular-Growth manages assets worth ₹82.9 crore

How has Kotak Nifty Midcap 50 Index Fund Regular-Growth performed recently?

  • 3 Months: -4.45%
  • 6 Months: 2.42%

What is the long-term performance of Kotak Nifty Midcap 50 Index Fund Regular-Growth?

  • Since Inception: 2.59%

What is the portfolio composition of Kotak Nifty Midcap 50 Index Fund Regular-Growth?

Equity: 99.93%, Others: 0.07%.

Who manages Kotak Nifty Midcap 50 Index Fund Regular-Growth?

Kotak Nifty Midcap 50 Index Fund Regular-Growth is managed by Satish Dondapati from Kotak Mahindra Mutual Fund.

What is the market-cap allocation of Kotak Nifty Midcap 50 Index Fund Regular-Growth?

Large Cap: 5.05%, Mid Cap: 94.95%.

Which are the top companies Kotak Nifty Midcap 50 Index Fund Regular-Growth has invested in?

  • BSE Ltd – 7.56% of the fund's portfolio
  • BSE Ltd – 7.05% of the fund's portfolio
  • BSE Ltd – 7.05% of the fund's portfolio
  • BSE Ltd – 7.05% of the fund's portfolio
  • BSE Ltd – 7.05% of the fund's portfolio

Which are the major sectors Kotak Nifty Midcap 50 Index Fund Regular-Growth focuses on?

  • Financial – 112.26% of the fund's portfolio
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