Kotak NIFTY Midcap 150 ETF
Expense Ratio: 0.1
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty Midcap 150 TRI
Inception: 03-03-2025
Exit Load: Nil
Fund Size:₹4.14 Cr
Performance
1Y
Fund-0.25%
Cat. Avg.-0.91%
2Y
FundN/A
Cat. Avg.0.60%
3Y
FundN/A
Cat. Avg.-22.41%
5Y
FundN/A
Cat. Avg.-19.85%
10Y
FundN/A
Cat. Avg.-20.41%
SI
Fund9.73%
Cat. Avg.-6.26%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | BSE LTD | 0.48 | 3.88% |
| 2 | FEDERAL BANK LTD. | 0.24 | 2.00% |
| 3 | MULTI COMMODITY EXCHANGE OF INDIA LIMITED | 0.22 | 1.78% |
| 4 | Suzlon Energy Ltd. | 0.22 | 1.76% |
| 5 | Hero MotoCorp Ltd. | 0.19 | 1.53% |
| 6 | GE VERNOVA T&D INDIA LIMITED | 0.18 | 1.50% |
| 7 | INDUSIND BANK LTD. | 0.18 | 1.50% |
| 8 | Bharat Heavy Electricals Ltd. | 0.18 | 1.48% |
| 9 | Laurus Labs Ltd | 0.18 | 1.45% |
| 10 | AU SMALL FINANCE BANK LTD. | 0.18 | 1.44% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 59198 | -1.3% | -2.8% |
| SI | 07 Apr, 25 | 95000 | 96101 | +1.2% | +1.5% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 99752 | -0.2% | -0.2% |
| SI | 28 Mar, 25 | 1 L. | 1.16 L. | +15.5% | +9.7% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.