Fundalysisby DARKHORSESTOCKS

Scheme

Kotak Nifty Midcap 150 Momentum 50 Index Fund

Holds 50 companies worth ₹447 Cr in Sept 2026.

  • Fund house

    KotakThe fund house that runs this scheme.

  • AUM

    ₹464 CrKotak Nifty Midcap 150 Momentum 50 Index Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 2.0% on Aug 2026, ₹474 Cr.

  • Largest holding

    Laurus Labs LimitedLaurus Labs Limited is 7.0% of this scheme's NAV.

  • Fund manager

    Abhishek BisenRuns it since 8 Oct 2024, as the fund house dates it. With Satish Dondapati (fund manager), Jeetu Valechha Sonar (fund manager).

AUM(Dec 2024 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 2026464−2.0%
Aug 2026474+9.1%
Jul 2026434+0.5%
Jun 2026432+3.4%
May 2026418+6.2%
Apr 2026393+23.2%
Mar 2026319−0.5%
Feb 2026321+7.8%
Jan 2026298−4.5%
Dec 2025312+1.9%
Nov 2025306+7.8%
Oct 2025284+9.2%
AUM at month end, Sept 2026
₹464 Cr
+63.6% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Dec 2024 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202683.68%+0.59 pt
Jun 202683.09%+1.97 pt
Mar 202681.13%+3.27 pt
Dec 202577.86%−0.24 pt
Direct plans' share of AUM, Sept 2026
83.68%
+5.82 pt since Dec 2025
Fig. 2.Kotak Nifty Midcap 150 Momentum 50 Index Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: NIFTY Midcap 150 Momentum 50 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−5.35%−5.40%––−4.10%
3 months *
−2.35%−2.50%––−3.57%
6 months *
+1.86%+1.53%––+2.05%
1 year
−1.09%−1.73%−0.58%−0.51 pt−0.35%
Since launch
−4.26%−4.87%−3.51%−0.74 pt+7.28%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: NIFTY Midcap 150 Momentum 50 TRI. * From NAVs. Source: AMFI.