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Fund Overview of Kotak Nifty Midcap 150 Index Fund Regular-idcw
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₹35.0 CrAUM
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₹11.63NAV
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0.63%Expense Ratio
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EquityFund Category
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.
Returns of Kotak Nifty Midcap 150 Index Fund Regular-idcw
| Tenure | Absolute(%) | Annualised(%) | Category Average(%) |
|---|---|---|---|
| 3 Months | 11.73% | NA | 4.37% |
| 6 Months | 4.06% | NA | 15.67% |
| 1 Year | 5.78% | 5.78% | -0.50% |
Compare Kotak Nifty Midcap 150 Index Fund Regular-idcw with other mutual funds in the same category
Kotak Nifty Midcap 150 Index Fund Regular-idcw
Motilal Oswal Midcap Fund Direct-growth
Motilal Oswal Midcap Fund Direct-idcw
Asset Allocation
equities
99.73%other assets or cash equivalents
0.27%Kotak Nifty Midcap 150 Index Fund Regular-idcw is one Equity mutual fund offered by Kotak Mahindra Mutual Fund. Launched on 21 Mar 2025, the fund aims Long term capital growth. Return that corresponds to the performance of Nifty Midcap 150 Index subject to tracking error. It manages assets worth ₹35.0 crore as on Sun May 31, 2026. The expense ratio stands at 0.63%. Fund Manager Manager Education Fund Manager Manager Education Fund Manager Manager EducationAbout Kotak Nifty Midcap 150 Index Fund Regular-idcw
The portfolio allocation consists of 99.73% in equities, 0.27% in other assets or cash equivalents.Managed by Satish Dondapati, it has delivered a return of 5.78% in the last year, a total return since inception of 12.94%.
Those exploring investment options commonly analyze the best sip investment to strengthen systematic financial goals.
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Motilal Oswal Midcap Fund Direct-growth  |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Motilal Oswal Midcap Fund Direct-idcw |
₹36,458 | 4.03% | 12.46% | -5.56% | 19.05% | 23.01% |
| Invesco India Mid Cap Fund Direct-growth |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Invesco India Mid Cap Fund Direct-idcw |
₹12,398 | 5.26% | 15.75% | 10.37% | 25.62% | 21.86% |
| Motilal Oswal Midcap Fund Regular-growth |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Motilal Oswal Midcap Fund Regular-idcw |
₹36,458 | 3.96% | 12.24% | -6.33% | 17.89% | 21.73% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹47,415 | 2.92% | 11.21% | 9.65% | 23.48% | 21.61% |
| Edelweiss Mid Cap Direct Plan-growth |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
| Edelweiss Mid Cap Direct Plan-idcw |
₹16,849 | 2.11% | 10.89% | 7.05% | 23.85% | 20.92% |
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 Midcap Fund Regular-growth
|
₹64,749 | 4.42% | 13.19% | 7.12% | 8.24% | 19.95% |
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Kotak Midcap Fund Direct-growth
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₹64,749 | 4.51% | 13.48% | 7.66% | 9.34% | 21.23% |
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Kotak Midcap Fund Regular-idcw
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₹64,749 | 4.42% | 13.19% | 7.12% | 8.24% | 19.95% |
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Kotak Midcap Fund Direct-idcw
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₹64,749 | 4.51% | 13.48% | 7.66% | 9.34% | 21.23% |
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Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular-growth
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₹419 | 3.52% | 11.57% | 4.57% | 1.67% | - |
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Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct-growth
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₹419 | 3.58% | 11.75% | 4.90% | 2.34% | - |
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Kotak Nifty Midcap 150 Momentum 50 Index Fund Regular-idcw
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₹419 | 3.52% | 11.57% | 4.57% | 1.67% | - |
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Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct-idcw
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₹419 | 3.58% | 11.75% | 4.90% | 2.34% | - |
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Kotak Nifty Midcap 50 Etf-growth
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₹197 | 2.28% | 12.78% | 3.99% | 7.81% | 21.82% |
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Kotak Nifty Midcap 50 Index Fund Regular-growth
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₹80 | 2.21% | 12.57% | 3.52% | 6.83% | - |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| HDFC Mid Cap Fund Regular-growth |
₹97,350 | ₹202.51 | 20.00% | 19.88% | 17.89% |
| HDFC Mid Cap Fund Direct-growth |
₹97,350 | ₹224.28 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Direct-idcw |
₹97,350 | ₹79.64 | 20.77% | 20.68% | 18.80% |
| HDFC Mid Cap Fund Regular-idcw |
₹97,350 | ₹50.81 | 20.00% | 19.88% | 17.89% |
| Kotak Midcap Fund Regular-growth |
₹64,749 | ₹143.78 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-growth |
₹64,749 | ₹167.97 | 21.23% | 19.00% | 19.10% |
| Kotak Midcap Fund Regular-idcw |
₹64,749 | ₹78.97 | 19.95% | 17.67% | 17.67% |
| Kotak Midcap Fund Direct-idcw |
₹64,749 | ₹100.07 | 21.23% | 19.00% | 19.10% |
| Nippon India Growth Mid Cap Fund-growth |
₹47,415 | ₹4,457.74 | 22.50% | 20.65% | 18.74% |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹47,415 | ₹4,918.68 | 23.48% | 21.61% | 19.63% |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Bse Ltd | Financial | 4.20% | ₹1.47 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 1.87% | ₹0.65 Cr |
| The Federal Bank Ltd | Financial | 1.76% | ₹0.62 Cr |
| Suzlon Energy Ltd | Industrials | 1.72% | ₹0.60 Cr |
| Ge T&d India Ltd | Industrials | 1.58% | ₹0.55 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 1.58% | ₹0.55 Cr |
| Bharat Heavy Electricals Ltd | Industrials | 1.51% | ₹0.53 Cr |
| Indusind Bank Ltd | Financial | 1.49% | ₹0.52 Cr |
| Pb Fintech Ltd | Financial | 1.44% | ₹0.50 Cr |
| Indus Towers Ltd | Technology | 1.42% | ₹0.50 Cr |
| Persistent Systems Ltd | Technology | 1.40% | ₹0.49 Cr |
| Au Small Finance Bank Ltd | Financial | 1.38% | ₹0.48 Cr |
| Lupin Ltd | Healthcare | 1.36% | ₹0.48 Cr |
| Laurus Labs Ltd | Healthcare | 1.31% | ₹0.46 Cr |
| Bharat Forge Ltd | Consumer Discretionary | 1.29% | ₹0.45 Cr |
| Polycab India Ltd | Industrials | 1.24% | ₹0.43 Cr |
| Coforge Ltd | Technology | 1.23% | ₹0.43 Cr |
| Hitachi Energy India Ltd | Industrials | 1.21% | ₹0.42 Cr |
| Fortis Healthcare Ltd | Healthcare | 1.20% | ₹0.42 Cr |
| Dixon Technologies (india) Ltd | Consumer Discretionary | 1.18% | ₹0.41 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Motilal Oswal Midcap Fund Direct-growth |
₹108.95 | 19.05% | 23.01% | - |
| Motilal Oswal Midcap Fund Direct-idcw |
₹44.44 | 19.05% | 23.01% | - |
| Invesco India Mid Cap Fund Direct-growth |
₹231.24 | 25.62% | 21.86% | - |
| Invesco India Mid Cap Fund Direct-idcw |
₹80.73 | 25.62% | 21.86% | - |
| Motilal Oswal Midcap Fund Regular-growth |
₹94.42 | 17.89% | 21.73% | - |
| Motilal Oswal Midcap Fund Regular-idcw |
₹42.67 | 17.89% | 21.73% | - |
| Nippon India Growth Mid Cap Fund Direct-growth |
₹4,918.68 | 23.48% | 21.61% | - |
| Nippon India Growth Mid Cap Fund Direct-idcw |
₹190.79 | 23.48% | 21.61% | - |
| Edelweiss Mid Cap Direct Plan-growth |
₹125.75 | 23.85% | 20.92% | - |
| Edelweiss Mid Cap Direct Plan-idcw |
₹91.69 | 23.85% | 20.92% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Kotak Nifty Midcap 150 Index Fund Regular-idcw
What is the current AUM of Kotak Nifty Midcap 150 Index Fund Regular-idcw?
As of Sun May 31, 2026, Kotak Nifty Midcap 150 Index Fund Regular-idcw manages assets worth ₹35.0 crore
How has Kotak Nifty Midcap 150 Index Fund Regular-idcw performed recently?
- 3 Months: 11.73%
- 6 Months: 4.06%
What is the long-term performance of Kotak Nifty Midcap 150 Index Fund Regular-idcw?
- Since Inception: 12.94%
What is the portfolio composition of Kotak Nifty Midcap 150 Index Fund Regular-idcw?
Equity: 99.73%, Others: 0.27%.
Who manages Kotak Nifty Midcap 150 Index Fund Regular-idcw?
Kotak Nifty Midcap 150 Index Fund Regular-idcw is managed by Satish Dondapati from Kotak Mahindra Mutual Fund.
What is the market-cap allocation of Kotak Nifty Midcap 150 Index Fund Regular-idcw?
Large Cap: 3.92%, Mid Cap: 92.46%, Small Cap: 3.62%.
Which are the top companies Kotak Nifty Midcap 150 Index Fund Regular-idcw has invested in?
- BSE Ltd – 4.20% of the fund's portfolio
- Multi Commodity Exchange Of India Ltd – 1.87% of the fund's portfolio
- The Federal Bank Ltd – 1.76% of the fund's portfolio
- Suzlon Energy Ltd – 1.72% of the fund's portfolio
- GE T&D India Ltd – 1.58% of the fund's portfolio
Which are the major sectors Kotak Nifty Midcap 150 Index Fund Regular-idcw focuses on?
- Financial – 12.14% of the fund's portfolio
- Industrials – 7.26% of the fund's portfolio
- Consumer Discretionary – 4.05% of the fund's portfolio
- Technology – 4.05% of the fund's portfolio
- Healthcare – 3.87% of the fund's portfolio
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