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KOTAK NIFTY MIDCAP 150 INDEX FUND-REGULAR PLAN-GROWTH is an index scheme managed by Kotak Mahindra Mutual Fund. It has ranked in the top half of its category for 1 of the last 1 reported years. The total expense ratio is 1.18% on assets of ₹31Cr. The fund is currently managed by Mr. Satish Dondapati, appointed within the last year.
Lower is better.
This scheme classifies as Large-Blend on the 3x3 equity style box, with 87% of its portfolio classified as of 2026-04-30.
| Holding | Sector |
|---|
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.
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.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| Multi Commodity Exchange of India Ltd | Financial Services | 1.96% |
| Persistent Systems Ltd | Technology | 1.35% |
| Coforge Limited | Technology | 1.04% |
| Swiggy Pvt Ltd | Consumer Cyclical | 0.96% |
| Indian Bank | Financial Services | 0.78% |
| ITC Hotels Ltd. | Consumer Cyclical | 0.47% |
| Bank of India | Financial Services | 0.44% |
| Bank of Maharashtra | Financial Services | 0.41% |
| Cochin Shipyard Limited | Industrials | 0.38% |
| LG Electronics India Limited | Technology | 0.36% |
| Billionbrains Garage Ventures Limited | Financial Services | 0.34% |
| Bharat Dynamics Limited | Industrials | 0.33% |
| General Insurance Corporation of India | Financial Services | 0.31% |
| Bharti Hexacom Limited | Communication Services | 0.29% |
| Tata Investment Corporation Limited | Financial Services | 0.24% |
| Sector | Holdings | Weight |
|---|---|---|
| Banks | 3 | 8.61% |
| Pharmaceuticals & Biotechnology | 12 | 8.21% |
| Capital Markets | 2 | 7.93% |
| Electrical Equipment | 8 | 7.63% |
| Finance | 1 | 5.59% |
| Auto Components | 9 | 5.16% |
| It - Software | 2 | 4.63% |
| Consumer Durables | 1 | 4.56% |
| Industrial Products | 6 | 4.26% |
| Retailing | 1 | 3.92% |
| Insurance | 1 | 3.59% |
| Power | 6 | 2.99% |
| Telecom - Services | 1 | 2.87% |
| Realty | 4 | 2.69% |
| Financial Technology (Fintech) | 2 | 2.66% |
| Fertilizers & Agrochemicals | 3 | 2.18% |
| Ferrous Metals | 3 | 1.89% |
| Agricultural Food & other Products | 3 | 1.75% |
| Chemicals & Petrochemicals | 3 | 1.74% |
| Automobiles | 1 | 1.71% |
| Agricultural, Commercial & Construction Vehicles | 2 | 1.48% |
| Healthcare Services | 2 | 1.48% |
| Personal Products | 2 | 1.38% |
| Leisure Services | 1 | 1.37% |
| Cement & Cement Products | 3 | 1.18% |
| Transport Infrastructure | 2 | 1.12% |
| Gas | 2 | 1.00% |
| Beverages | 2 | 0.96% |
| Petroleum Products | 1 | 0.93% |
| Non - Ferrous Metals | 1 | 0.93% |
| Textiles & Apparels | 2 | 0.87% |
| Minerals & Mining | 1 | 0.81% |
| Oil | 1 | 0.69% |
| Industrial Manufacturing | 1 | 0.55% |
| Transport Services | 1 | 0.45% |
| Construction | 1 | 0.44% |
| Diversified | 2 | 0.35% |
| Aerospace & Defense | 1 | 0.33% |
| IT - Services | 1 | 0.26% |
| Cigarettes & Tobacco Products | 1 | 0.24% |
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.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 8.2% 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.
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.