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Kotak Nifty Midcap 50 Index Fund Direct dividend reinvestment
Equity • Index • Direct dividend reinvestment
CAGR
₹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 05 Sep 2025
₹9.89
+0.1417% (0.10)
AUM
₹59 Cr
Expense ratio
0.25%
Benchmark
Nifty Midcap 50
Fund Plan
Annually
Tax info and exit load
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
Industrials
Technology
Healthcare
Consumer Cyclical
Fund House
Kotak Mahindra
Inc: 29 Dec 1998 • Total AUM: ₹4,73,033 Cr • Rank #4Kotak 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: 6.32 yrs • Total AUM: 3,10,151 Cr
Satish Dondapati
Experience: 6.32 yrs • Total AUM: 31,912 Cr
Abhishek Bisen
Experience: 17.43 yrs • Total AUM: 10,12,077 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'.
Other top rated funds
UTI Nifty Next 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
15.89%
Expense ratio
0.34%
Tracking error
Fund size
ICICI Prudential Nifty Next 50 Index
Equity • Index • Direct Growth3Y CAGR
15.76%
Expense ratio
0.31%
Tracking error
Fund size
UTI Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
12.92%
Expense ratio
0.19%
Tracking error
Fund size
SBI Nifty Index Fund
Equity • Index • Direct Growth3Y CAGR
12.90%
Expense ratio
0.19%
Tracking error
Fund size
HDFC Nifty 50 Index Fund
Equity • Index • Direct Growth3Y CAGR
12.89%
Expense ratio
0.2%
Tracking error
Fund size
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.