Kotak Nifty Midcap 50 Index Fund Direct dividend reinvestment

Equity • Index • Direct dividend reinvestment

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Index

Direct dividend reinvestment

Launched On
16 Aug 2024
1.1 years ago
Lock-in Period
No lock-in
NAV
as of 26 Sep 2025
₹9.78
-1.8669% (-0.10)
AUM
₹57 Cr
Expense ratio
0.25%
Benchmark
Nifty Midcap 50
Fund Plan
Annually
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold anytime

0%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

23.78%
Industrials

Industrials

19.16%
Technology

Technology

15.38%
Healthcare

Healthcare

10.69%
Consumer Cyclical

Consumer Cyclical

6.63%

Fund House

Kotak Mahindra

Kotak Mahindra

Inc: 29 Dec 1998 • Total AUM: ₹4,68,354 Cr • Rank #4
Kotak Mahindra Mutual Fund, started in 1998, has Kotak Mahindra Bank as its sponsor. The fund house is headed by Nilesh Shah as the CEO. As of 31 March 2024, it has an AUM of ₹4,12,221 Cr. The fund house has over 8.1 million investor accounts and more than 50,000 empanelled distributors.

Fund Managers

Devender Singhal

Experience: 6.38 yrs • Total AUM: 3,12,496 Cr

Satish Dondapati

Experience: 6.38 yrs • Total AUM: 31,368 Cr

Abhishek Bisen

Experience: 17.49 yrs • Total AUM: 10,29,310 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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