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Kotak Nifty Midcap 150 Momentum 50 Index Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Index Funds/ETFs

Returns (NAV as on 14th November, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 07-Nov-25 10139.00 1.39% - 1.28% 311/745
1 Month 14-Oct-25 10331.20 3.31% - 1.91% 147/739
3 Month 14-Aug-25 10426.60 4.27% - 5.95% 449/721
6 Month 14-May-25 10472.60 4.73% - 8.01% 408/681
YTD 01-Jan-25 9705.30 -2.95% - 10.08% 544/622
1 Year 14-Nov-24 10206.60 2.07% 2.07% 12.10% 515/598
Since Inception 08-Oct-24 9484.00 -5.16% -4.70% 12.20% 759/777

SIP Returns (NAV as on 14th November, 2025)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 14-Nov-24 12000 12715.41 5.96 % 11.2 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.39% 3.31% 4.27% 4.73% -2.58% 2.07% 0.00% 0.00% 0.00%
Nifty 50 0.12% 3.04% 5.19% 5.04% 9.58% 10.10% 15.39% 12.22% 15.17%
Benchmark: NIFTY Midcap 150 Momentum 50 TRI 0.39% 3.39% 4.52% 5.41% -1.51% 3.48% 20.84% 24.27% 30.92%
Category Average -0.06% 1.91% 5.95% 8.01% 10.08% 12.10% 17.18% 16.61% 18.39%
Category Rank 59/693 147/739 449/721 408/681 544/622 515/598 0/0 0/0 0/0
Best in Category 1.36% 10.58% 41.21% 67.54% 86.30% 84.42% 51.80% 56.08% 44.08%
Worst in Category -2.77% -10.04% -3.92% -4.63% -14.99% -13.22% 2.41% 3.38% -74.51%

Best Quarters

Period This Fund Nifty 50 NIFTY Midcap 150 Momentum 50 TRI Category Average
Q2 - 2025 16.58% 10.15% -- 6.16%
Q2 - 2025 10.45% 10.15% -- 6.16%
Q4 - 2025 6.25% 4.32% -- 3.58%

Worst Quarters

Period This Fund Nifty 50 NIFTY Midcap 150 Momentum 50 TRI Category Average
Q1 - 2025 -14.14% -2.43% -- -0.54%
Q3 - 2025 -7.87% -3.64% -- -0.01%
Q1 - 2025 -2.84% -2.43% -- -0.54%
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