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Kotak Nifty Midcap 150 Momentum 50 Index Fund-Direct Plan-Growth is an index scheme managed by Kotak Mahindra Mutual Fund. The total expense ratio is 0.33% on assets of ₹393Cr. The fund is currently managed by Mr. Satish Dondapati, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 95% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
ETF-specific data. Tracking error is the standard-deviation of (ETF return − index return) over the trailing year.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| BSE LIMITED | Financial Services | 6.89% |
| CUMMINS INDIA LIMITED | Industrials | 4.80% |
| AU SMALL FINANCE BANK LIMITED | Financial Services | 4.69% |
| HERO MOTOCORP LIMITED | Consumer Cyclical | 4.53% |
| THE FEDERAL BANK LIMITED | Financial Services | 4.52% |
| MUTHOOT FINANCE LIMITED | Financial Services | 4.37% |
| ASHOK LEYLAND LIMITED | Industrials | 3.07% |
| FORTIS HEALTHCARE LIMITED. | Healthcare | 3.06% |
| MAX FINANCIAL SERVICES LIMITED | Financial Services | 2.85% |
| ADITYA BIRLA CAPITAL LIMITED | Financial Services | 2.83% |
| FSN E-COMMERCE VENTURES LIMITED | Consumer Cyclical | 2.82% |
| HDFC ASSET MANAGEMENT COMPANY LTD | Financial Services | 2.59% |
| INDIAN BANK | Financial Services | 2.50% |
| HITACHI ENERGY INDIA LIMITED | Industrials | 2.30% |
| IDFC FIRST BANK LIMITED | Financial Services | 2.27% |
| UPL LIMITED | Basic Materials | 2.25% |
| GLENMARK PHARMACEUTICALS LIMITED | Healthcare | 2.18% |
| NATIONAL ALUMINIUM COMPANY LIMITED | Basic Materials | 1.83% |
| INDUS TOWERS LIMITED | Communication Services | 1.72% |
| Persistent Systems Ltd | Technology | 1.71% |
| POLYCAB INDIA LIMITED | Industrials | 1.63% |
| MAHINDRA & MAHINDRA FINANCIAL SERVICES LTD | Financial Services | 1.57% |
| LUPIN LIMITED | Healthcare | 1.54% |
| SRF LIMITED | Industrials | 1.45% |
| HINDUSTAN PETROLEUM CORPORATION LIMITED | Energy | 1.43% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 14 | 44.51% |
| Capital Goods | — | 16.69% |
| Healthcare | 5 | 7.96% |
| Automobile and Auto Components | — | 6.82% |
| Chemicals | — | 4.62% |
| Telecommunication | — | 3.38% |
| Information Technology | — | 3.02% |
| Consumer Services | — | 2.82% |
| Metals & Mining | — | 2.82% |
| Services | — | 2.28% |
Active bets vs the average Index fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -9.82% | -1.88% | 2.78% | 7.40% | 21.10% | 64.0% |
Top-10 weight 41.6% means the portfolio is broad — even the top names don't dominate. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Index.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 3 data points.