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Kotak NIFTY Midcap 50 Index Fund
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
NA
Total Expense Ratio
0.4%
Base Expense Ratio
NA
Min SIP
₹100
Fund Size
₹86Cr
Min Investment
₹100
Lock In
NA
Scheme Information Document
Exit load: NIL
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
NA
Beta
1.00
Sharpe Ratio
0.017207
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(8.09)%
| Name | Holding(%) |
| Name | Sector(%) |
| Name | Assets(%) |
- Kotak BSE Housing Index Fund
- UTI BSE Housing Index Fund
- HDFC NIFTY50 Equal Weight Index Fund
- Groww Nifty India Railways PSU Index Fund
- Bandhan BSE India Sector Leaders Index Fund
- Groww Nifty Midcap 150 Index Fund
- Bandhan Nifty100 Low Volatility 30 Index Fund
- Kotak NIFTY 100 Low Volatility 30 Index Fund
- Tata Nifty India Tourism Index Fund
- UTI Nifty500 Shariah Index Fund
- Kotak Nifty500 Momentum 50 Index Fund
- UTI Nifty Alpha Low-Volatility 30 Index Fund
- Kotak Nifty Alpha 50 Index Fund
- Baroda BNP Paribas Nifty200 Momentum 30 Index Fund
- Nippon India Nifty 500 Quality 50 Index Fund
- Axis Nifty Bank Index Fund
- Bandhan BSE Healthcare Index Fund
- UTI Nifty Midsmallcap 400 Momentum Quality 100 Index Fund
- DSP Nifty Top 10 Equal Weight Index Fund
- Motilal Oswal Nifty 500 Momentum 50 Index Fund
- Navi Nifty MidSmallcap 400 Index Fund
- Tata Nifty Financial Services Index Fund
- SBI Nifty India Consumption Index Fund
- Bandhan Nifty IT Index Fund
- Tata BSE Select Business Groups Index Fund
- Bandhan Nifty 200 Quality 30 Index Fund
- Kotak Nifty Midcap 150 Index Fund
- ICICI Prudential Nifty 500 Index Fund
- Groww Nifty Smallcap 250 Index Fund
- Motilal Oswal BSE Quality Index Fund
- DSP Nifty500 Flexicap Quality 30 Index Fund
- Tata BSE Multicap Consumption 50:30:20 Index Fund
- DSP Nifty 500 Index Fund
- Axis Nifty 100 Index Fund
- Sundaram Nifty 100 Equal Weight Fund
- SBI Nifty 500 Index Fund
- Nippon India Nifty 50 Value 20 Index Fund
- ICICI Prudential Nifty Bank Index Fund
- ICICI Prudential Nifty Auto Index Fund
- HDFC NIFTY 100 Index Fund
- HDFC NIFTY 100 Equal Weight Index Fund
- Motilal Oswal Nifty Midcap 150 Index Fund
- Motilal Oswal Nifty Smallcap 250 Index Fund
- Kotak NIFTY Midcap 150 Momentum 50 Index Fund
- Motilal Oswal BSE Financials ex Bank 30 Index Fund
- Motilal Oswal Nifty MidSmall IT and Telecom Index Fund
- Motilal Oswal Nifty MidSmall Healthcare Index Fund
- UTI Nifty200 Momentum 30 Index Fund
- Nippon India Nifty Auto Index Fund
- Navi Nifty 500 Multicap 50:25:25 Index Fund
- DSP Nifty 50 Equal Weight Index Fund
- Axis Nifty Smallcap 50 Index Fund
- Navi Nifty Midcap 150 Index Fund
- Bandhan Nifty 500 Momentum 50 Index Fund
- Motilal Oswal Nifty India Defence Index Fund
- Bandhan Nifty Alpha Low Volatility 30 Index Fund
- Kotak Nifty 200 Momentum 30 Index Fund
- DSP Nifty Private Bank Index Fund
- Motilal Oswal Nifty 500 Index Fund
- Kotak NIFTY Midcap 50 Index Fund
- Axis Nifty Midcap 50 Index Fund
- ICICI Prudential Nifty50 Equal Weight Index Fund
- DSP Nifty Midcap 150 Quality 50 Index Fund
- Navi Nifty Smallcap250 Momentum Quality 100 Index Fund
- Motilal Oswal BSE Enhanced Value Index Fund
- Bandhan Nifty Alpha 50 Index Fund
- DSP Nifty Smallcap250 Quality 50 Index Fund
- HDFC Nifty LargeMidcap 250 Index Fund
- ICICI Prudential Nifty 200 Momentum 30 Index Fund
- Axis Nifty500 Momentum 50 Index Fund
- ICICI Prudential Nifty Smallcap 250 Index Fund
- SBI Nifty Smallcap 250 Index Fund
- HDFC Nifty500 Multicap 50:25:25 Index Fund
- Edelweiss Nifty Smallcap 250 Index Fund
- ICICI Prudential Nifty Top 15 Equal Weight Index Fund
- Tata Nifty500 Multicap India Manufacturing 50:30:20 Index Fund
- DSP Nifty Bank Index Fund
- SBI BSE PSU Bank Index Fund
- DSP BSE Sensex Next 30 Index Fund
- Kotak Nifty Top 10 Equal Weight Index Fund
- UTI Nifty200 Quality 30 Index Fund
- Motilal Oswal BSE 1000 Index Fund
- Tata Nifty Midcap 150 Momentum 50 Index Fund
- Motilal Oswal Nifty 200 Momentum 30 Index Fund
- Tata Nifty500 Multicap Infrastructure 50:30:20 Index Fund
- Nippon India Nifty 500 Momentum 50 Index Fund
- Aditya Birla Sun Life BSE India Infrastructure Index Fund
- Tata Nifty Capital Markets Index Fund
- HDFC BSE 500 Index Fund
- SBI Nifty Midcap 150 Index Fund
- Groww Nifty Total Market Index Fund
- Bandhan Nifty200 Momentum 30 Index Fund
- Groww Nifty Non-Cyclical Consumer Index Fund
- Tata Nifty Realty Index Fund
- Motilal Oswal Nifty MidSmall Financial Services Index Fund
- HDFC Nifty India Digital Index Fund
- UTI Nifty Midcap 150 Quality 50 Index Fund
- Angel One Nifty Total Market Index Fund
- HDFC NIFTY Midcap 150 Index Fund
- Edelweiss Nifty Alpha Low Volatility 30 Index Fund
Satish Dondapati
Kotak Mahindra Mutual FundTotal assets under management
₹492.72L Crores
Date of incorporation
5 Aug 1994
Kotak NIFTY Midcap 50 Index Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Kotak NIFTY Midcap 50 Index Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Kotak NIFTY Midcap 50 Index Fund has an AUM of ₹86.47 Cr as on 9/25/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 10.38%. The risk is Very High against the category average of 34.5.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Kotak NIFTY Midcap 50 Index Fund.
Ans. The expense ratio of Kotak NIFTY Midcap 50 Index Fund is 0.4%.