Kotak Nifty Midcap 150 ETF
🎯Investment Objective
“The investment objective of the scheme is to replicate the composition of the Nifty Midcap 150 Index and to generate returns that are commensurate with the performance of the Nifty Midcap 150 Index, subject to tracking errors.”
Source: Kotak Nifty Midcap 150 ETF scheme information document
Asset Allocation
Quarterly comparison data not available.
This fund has over 80% in equity — it's an aggressive allocation. Expect significant volatility but potentially higher long-term returns.
Asset Allocation — The Single Most Important Investment Decision →
Sector Allocation
✅ Well-diversified — no sector dominates, with the top 3 at just 23.8%. This spread reduces sector-specific risk.
Holdings-Based Style Box
This fund sits in the Mid-Blend quadrant based on its holdings characteristics.
The fund primarily holds mid-cap stocks (ranked 101–250 by market cap) — offering a balance of growth potential and relative stability. The ‘Blend’ position means the portfolio mixes both value and growth stocks — a balanced approach.
📖 What do Large/Mid/Small Cap mean? →Key Metrics
Fund DNA
Portfolio Holdings149 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves — increasing weight (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
📖 Learn: Diversification & Asset Allocation →| # | Company | Sector | Allocation | Weight (%) | 3M Change | View |
|---|---|---|---|---|---|---|
| 1 | BSE LTD | Capital Markets | 2.9% | — | ||
| 2 | Hero MotoCorp Ltd. | Automobiles | 1.9% | — | ||
| 3 | FEDERAL BANK LTD. | Banks | 1.9% | — | ||
| 4 | Cummins India Ltd. | Industrial Products | 1.8% | — | ||
| 5 | INDUSIND BANK LTD. | Banks | 1.7% | — | ||
| 6 | Ashok Leyland Ltd. | Agricultural, Commercial and Constr | 1.6% | — | ||
| 7 | Indus Towers Ltd. | Telecom - Services | 1.6% | — | ||
| 8 | Lupin Ltd. | Pharmaceuticals and Biotechnology | 1.5% | — | ||
| 9 | HDFC ASSET MANAGEMENT COMPANY LTD. | Capital Markets | 1.4% | — | ||
| 10 | AU SMALL FINANCE BANK LTD. | Banks | 1.4% | — |
Check Holdings Overlap
Sign in to see if this fund's holdings overlap with stocks already in your portfolio. Knowing your total exposure helps avoid accidental over-concentration.
Sign In to Check OverlapReturns
| 1M | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR |
|---|---|---|---|---|---|
| — | — | -2.98% | +15.21% | — | — |
Performance
This chart shows the fund's NAV growth over time. Since inception, this fund has delivered a CAGR of 10.0%.
Investment Calculator
Estimate future value based on Kotak Nifty Midcap 150 ETF's historical returns
⚠️ Important Disclaimer
This projection uses past returns (15.21% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
💡 Why SIP works: Investing ₹10,000/month uses rupee cost averaging — buying more units when markets dip. Over 5 years, this smooths out volatility.
👤Fund Manager
Fund manager information is not available for this fund.
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All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.