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Scheme Information
Kotak Nifty Midcap 50 Index Reg IDCW-R
as of 08 May 2026, 15:18 PM
SIP Calculator
Invested Amount
₹6,00,000
Est. Return
₹5,61,695
Total Value
₹11,61,695
Scheme Ratings
rated by Value Research
Scheme Riskometer
Your principal will be at Very High Risk
Investment Returns
Absolute Returns
CAGR
Company Holdings
Company Name | Sector | Instrument | Assets |
|---|---|---|---|
| BSE Ltd | Financial Services | E | 5.72% |
| Hero MotoCorp Ltd | Consumer Cyclical | E | 3.43% |
| The Federal Bank Ltd | Financial Services | E | 3.33% |
| Multi Commodity Exchange of India Ltd | Financial Services | E | 3.18% |
| Lupin Ltd | Healthcare | E | 2.93% |
| Indus Towers Ltd Ordinary Shares | Communication Services | E | 2.82% |
| Persistent Systems Ltd | Technology | E | 2.77% |
| IndusInd Bank Ltd | Financial Services | E | 2.59% |
| PB Fintech Ltd | Financial Services | E | 2.54% |
| Suzlon Energy Ltd | Industrials | E | 2.51% |
| AU Small Finance Bank Ltd | Financial Services | E | 2.49% |
| Bharat Forge Ltd | Consumer Cyclical | E | 2.33% |
| Ashok Leyland Ltd | Industrials | E | 2.30% |
| ICICI Lombard General Insurance Co Ltd | Financial Services | E | 2.17% |
| Fortis Healthcare Ltd | Healthcare | E | 2.16% |
| One97 Communications Ltd | Technology | E | 2.10% |
| Dixon Technologies (India) Ltd | Technology | E | 2.08% |
| Max Financial Services Ltd | Financial Services | E | 2.06% |
| IDFC First Bank Ltd | Financial Services | E | 2.03% |
| Marico Ltd | Consumer Defensive | E | 2.03% |
| Laurus Labs Ltd | Healthcare | E | 2.02% |
| Coforge Ltd | Technology | E | 1.95% |
| Info Edge (India) Ltd | Communication Services | E | 1.93% |
| Aurobindo Pharma Ltd | Healthcare | E | 1.90% |
| Polycab India Ltd | Industrials | E | 1.88% |
| Bharat Heavy Electricals Ltd | Industrials | E | 1.87% |
| Swiggy Ltd | Consumer Cyclical | E | 1.86% |
| SRF Ltd | Industrials | E | 1.85% |
| APL Apollo Tubes Ltd | Basic Materials | E | 1.84% |
| Hindustan Petroleum Corp Ltd | Energy | E | 1.68% |
| FSN E-Commerce Ventures Ltd | Consumer Cyclical | E | 1.68% |
| UPL Ltd | Basic Materials | E | 1.66% |
| Alkem Laboratories Ltd | Healthcare | E | 1.62% |
| Yes Bank Ltd | Financial Services | E | 1.58% |
| GMR Airports Ltd | Industrials | E | 1.58% |
| Havells India Ltd | Industrials | E | 1.57% |
| Waaree Energies Ltd | Technology | E | 1.55% |
| Phoenix Mills Ltd | Real Estate | E | 1.47% |
| Mphasis Ltd | Technology | E | 1.42% |
| Tube Investments of India Ltd Ordinary Shares | Industrials | E | 1.40% |
| NMDC Ltd | Basic Materials | E | 1.38% |
| Oil India Ltd | Energy | E | 1.35% |
| Dabur India Ltd | Consumer Defensive | E | 1.26% |
| Supreme Industries Ltd | Industrials | E | 1.26% |
| Colgate-Palmolive (India) Ltd | Consumer Defensive | E | 1.23% |
| NHPC Ltd | Utilities | E | 1.22% |
| Mankind Pharma Ltd | Healthcare | E | 1.18% |
| Godrej Properties Ltd | Real Estate | E | 1.14% |
| SBI Cards and Payment Services Ltd Ordinary Shares | Financial Services | E | 0.99% |
| Prestige Estates Projects Ltd | Real Estate | E | 0.99% |
| Triparty Repo | - | CR | 2.68% |
| Net Current Assets/(Liabilities) | - | C | 2.58% |
| PI Industries Ltd | - | E | - |
| Jubilant Foodworks Ltd | - | E | - |
| Page Industries Ltd | - | E | - |
| Oberoi Realty Ltd | - | E | - |
| Indian Railway Catering And Tourism Corp Ltd | - | E | - |
| Oracle Financial Services Software Ltd | - | E | - |
| Cummins India Ltd | - | E | - |
| HDFC Asset Management Co Ltd | - | E | - |
| Muthoot Finance Ltd | - | E | - |
Sector Holding Analysis
Equity / Debt / Cash Split
Equity
99.91%
Cash
0.09%
Equity sector allocation
Basic Materials
4.88%
Communication Services
4.75%
Consumer Cyclical
9.3%
Consumer Defensive
4.53%
Energy
3.03%
Financial Services
28.69%
Healthcare
11.81%
Industrials
16.22%
Real Estate
3.6%
Technology
11.88%
Utilities
1.22%
Others
0.09%
Fund House Contact Details
Asset Management Company
Funds in this Category
Nippon India Taiwan Equity Reg Gr
Equity
Min. Investment
₹500
Category Returns
32.27%
63.78%
3Y Returns
+63.78%
Mirae Asset NYSE FANG+ ETF FoF Reg Gr
Equity
Min. Investment
₹5000
Category Returns
32.27%
63.78%
3Y Returns
+48.34%
DSP Wld Gld Mng Ovrs Eq Omni FoF Gr
Equity
Min. Investment
₹100
Category Returns
32.27%
63.78%
3Y Returns
+45.98%
About Kotak Nifty Midcap 50 Index Reg IDCW-R
Investment Objective of the Scheme
Key Features of The Fund
5-year return
-
Fund Manager
Abhishek Bisen
Risk Profile
Very High Risk
Expense Ratio
0.86%
Fund Size
₹63.52 Cr
FAQ's
What is the expense ratio of Kotak Nifty Midcap 50 Index Reg IDCW-R?
What is the AUM (Assets Under Management) of Kotak Nifty Midcap 50 Index Reg IDCW-R?
What are the top stock holdings of Kotak Nifty Midcap 50 Index Reg IDCW-R?
The Kotak Nifty Midcap 50 Index Reg IDCW-R has invested the majority of its money in the stocks of the following companies:
| Company | Percentage of Portfolio |
|---|---|
| BSE Ltd | 5.72% |
| Hero MotoCorp Ltd | 3.43% |
| The Federal Bank Ltd | 3.33% |
| Multi Commodity Exchange of India Ltd | 3.18% |
| Lupin Ltd | 2.93% |
| Indus Towers Ltd Ordinary Shares | 2.82% |
| Persistent Systems Ltd | 2.77% |
| IndusInd Bank Ltd | 2.59% |
| PB Fintech Ltd | 2.54% |
| Suzlon Energy Ltd | 2.51% |
| AU Small Finance Bank Ltd | 2.49% |
| Bharat Forge Ltd | 2.33% |
| Ashok Leyland Ltd | 2.30% |
| ICICI Lombard General Insurance Co Ltd | 2.17% |
| Fortis Healthcare Ltd | 2.16% |
| One97 Communications Ltd | 2.10% |
| Dixon Technologies (India) Ltd | 2.08% |
| Max Financial Services Ltd | 2.06% |
| IDFC First Bank Ltd | 2.03% |
| Marico Ltd | 2.03% |
| Laurus Labs Ltd | 2.02% |
| Coforge Ltd | 1.95% |
| Info Edge (India) Ltd | 1.93% |
| Aurobindo Pharma Ltd | 1.90% |
| Polycab India Ltd | 1.88% |
| Bharat Heavy Electricals Ltd | 1.87% |
| Swiggy Ltd | 1.86% |
| SRF Ltd | 1.85% |
| APL Apollo Tubes Ltd | 1.84% |
| Hindustan Petroleum Corp Ltd | 1.68% |
| FSN E-Commerce Ventures Ltd | 1.68% |
| UPL Ltd | 1.66% |
| Alkem Laboratories Ltd | 1.62% |
| Yes Bank Ltd | 1.58% |
| GMR Airports Ltd | 1.58% |
| Havells India Ltd | 1.57% |
| Waaree Energies Ltd | 1.55% |
| Phoenix Mills Ltd | 1.47% |
| Mphasis Ltd | 1.42% |
| Tube Investments of India Ltd Ordinary Shares | 1.40% |
| NMDC Ltd | 1.38% |
| Oil India Ltd | 1.35% |
| Dabur India Ltd | 1.26% |
| Supreme Industries Ltd | 1.26% |
| Colgate-Palmolive (India) Ltd | 1.23% |
| NHPC Ltd | 1.22% |
| Mankind Pharma Ltd | 1.18% |
| Godrej Properties Ltd | 1.14% |
| SBI Cards and Payment Services Ltd Ordinary Shares | 0.99% |
| Prestige Estates Projects Ltd | 0.99% |
| Triparty Repo | 2.68% |
| Net Current Assets/(Liabilities) | 2.58% |
| PI Industries Ltd | - |
| Jubilant Foodworks Ltd | - |
| Page Industries Ltd | - |
| Oberoi Realty Ltd | - |
| Indian Railway Catering And Tourism Corp Ltd | - |
| Oracle Financial Services Software Ltd | - |
| Cummins India Ltd | - |
| HDFC Asset Management Co Ltd | - |
| Muthoot Finance Ltd | - |
In which sectors has Kotak Nifty Midcap 50 Index Reg IDCW-R invested in?
The Kotak Nifty Midcap 50 Index Reg IDCW-R has invested the majority of its money in the stocks of the following sectors -
| Company | Percentage of Portfolio |
|---|---|
| Basic Materials | 4.88% |
| Communication Services | 4.75% |
| Consumer Cyclical | 9.30% |
| Consumer Defensive | 4.53% |
| Energy | 3.03% |
| Financial Services | 28.69% |
| Healthcare | 11.81% |
| Industrials | 16.22% |
| Real Estate | 3.60% |
| Technology | 11.88% |
| Utilities | 1.22% |
What is the risk level of Kotak Nifty Midcap 50 Index Reg IDCW-R?
Who are the fund managers of Kotak Nifty Midcap 50 Index Reg IDCW-R?
Is there a minimum SIP amount to invest in Kotak Nifty Midcap 50 Index Reg IDCW-R?
Can I invest in Kotak Nifty Midcap 50 Index Reg IDCW-R both in SIP and lump sum?
How to invest in Kotak Nifty Midcap 50 Index Reg IDCW-R?
Investing in mutual funds is easy on HDFC SKY.
Follow these simple steps to invest in Kotak Nifty Midcap 50 Index Reg IDCW-R:
- On HDFC SKY open your demat account if you don't have one.
- Check the performance of Kotak Nifty Midcap 50 Index Reg IDCW-R.
- Choose between SIP or Lumpsum and start your mutual fund investment journey on HDFC Sky.
Is there any exit load charges of Kotak Nifty Midcap 50 Index Reg IDCW-R?
The exit load of Kotak Nifty Midcap 50 Index Reg IDCW-R is as follows:
Exit load of 0.0%, if redeemed within 1 year
.What is the process to redeem my investment in HDFC SKY?
The following are the Steps to Redeem mutual funds on HDFC SKY:
1. Go to Mutual Funds > My Investments/Portfolio.
2. Select the fund and tap Redeem/Sell.
3. Choose Full, Units, or Amount.
4. Review NAV, units, and exit load.
5. Confirm. Amount (Units × NAV) is credited to the registered bank in T+1–T+3 days. ELSS has a 3-year lock-in.
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