Kotak Nifty Midcap 150 Index Fund

Kotak Nifty Midcap 150 Index Fund — FAQ

What are the top holdings of Kotak Nifty Midcap 150 Index Fund?

Kotak Nifty Midcap 150 Index Fund holds 150 equity positions; the largest is BSE Limited at 4.20% of the portfolio, as on May 2026. Information only, not investment advice.

How concentrated is Kotak Nifty Midcap 150 Index Fund?

Its single largest equity position is BSE Limited, at 4.20% of the fund's disclosed portfolio.

As of when is this Kotak Nifty Midcap 150 Index Fund portfolio?

Portfolio as on May 2026, taken from Kotak Mahindra Mutual Fund's public monthly portfolio disclosure.

What is the NAV of Kotak Nifty Midcap 150 Index Fund?

The latest NAV (Net Asset Value) of Kotak Nifty Midcap 150 Index Fund is ₹11.72 per unit, as on May 2026, sourced from AMFI's public scheme data. NAV changes daily with market movements. Information only, not investment advice.

What is the 1-year NAV return of Kotak Nifty Midcap 150 Index Fund?

Kotak Nifty Midcap 150 Index Fund's NAV moved from ₹11.27 (Jul 2025) to ₹11.72 (Jul 2026), a change of 4.0% over approximately one year. NAV data sourced from AMFI. Past performance is not indicative of future returns. Information only, not investment advice.

What is the Sharpe ratio of Kotak Nifty Midcap 150 Index Fund?

Based on roughly 11 months of NAV history, Kotak Nifty Midcap 150 Index Fund has an annualized return of about 4.3% with 14.5% annualized volatility, giving a Sharpe ratio of -0.15 (assuming a 6.5% risk-free rate). A higher Sharpe ratio means more return per unit of risk taken. Past performance is not indicative of future returns.

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