Dezerv

Fund Overview

Fund Size

Fund Size

-

Expense Ratio

Expense Ratio

-

ISIN

ISIN

INF174KA1TM7

Minimum SIP

Minimum SIP

₹100

Exit Load

Exit Load

No Charges

Inception Date

Inception Date

08 Oct 2024

About this fund

This fund has been in existence for 20 days, having been launched on 08-Oct-24
  • Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth has given a CAGR return of -6.32% since inception.
  • You can start investing in Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth with a SIP of ₹100 or a Lumpsum investment of ₹100.

Performance against Category Average

In this section, we compare the returns of the scheme with the category average over various periods. Periods for which the fund has outperformed its category average are marked in green, otherwise red.

Since Inception

-6.32%

(Cat Avg.)

Risk & Performance Ratios

Standard Deviation

This fund

--

Cat. avg.

--

Lower the better

Sharpe Ratio

This fund

--

Cat. avg.

--

Higher the better

Sortino Ratio

This fund

--

Cat. avg.

--

Higher the better

Fund Managers

Abhishek Bisen

Abhishek Bisen

Since October 2024

Devender Singhal

Devender Singhal

Since October 2024

SD

Satish Dondapati

Since October 2024

Additional Scheme Details

ISIN
INF174KA1TM7
Expense Ratio
-
Exit Load
No Charges
Fund Size
-
Age
0 month
Lumpsum Minimum
₹100
Fund Status
Open Ended Investment Company
Benchmark
Nifty Midcap 150 Momentum 50

Investment ObjectiveInvestment Objective

To seek to generate long-term capital growth from an actively managed portfolio primarily of Equity and Equity Related Securities. Scheme shall invest in Indian equities,foreign equities and related instruments and debt securities.

Tax Treatment

iconCapital Gains Taxation:

iconDividend Taxation:

info icon

Note: As per the Income Tax Budget 2024, mutual funds are subject to capital gains taxation, which includes surcharge and cess based on prevailing income tax rules and the investor’s income. Taxation applies only to realised gains, not notional gains. Please consult your tax advisors to determine the implications or consequences of your investments in such securities.

Similar Index Funds Funds

Fund nameExpense RatioExit LoadFund size
1Y
ICICI Prudential Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

0.3%0.0%₹584.10 Cr42.1%
ICICI Prudential Nifty Midcap 150 Index Fund Regular Growth

Very High Risk

0.9%0.0%₹584.10 Cr41.3%
ICICI Prudential Nifty 200 Momentum 30 Index Fund Regular Growth

Very High Risk

1.0%0.0%₹474.02 Cr53.6%
SBI Nifty Midcap 150 Index Fund Regular Growth

Very High Risk

1.0%0.0%₹671.73 Cr41.4%
DSP Nifty 50 Equal Weight Index Fund Regular Growth

Very High Risk

0.1%0.0%₹1906.66 Cr32.0%
SBI Nifty Smallcap 250 Index Fund Direct Growth

Very High Risk

0.4%0.0%₹1160.93 Cr42.8%
SBI Nifty Midcap 150 Index Fund Direct Growth

Very High Risk

0.4%0.0%₹671.73 Cr42.3%
ICICI Prudential Nifty 200 Momentum 30 Index Fund Direct Growth

Very High Risk

0.4%0.0%₹474.02 Cr54.5%
DSP Nifty 50 Equal Weight Index Fund Direct Growth

Very High Risk

0.1%0.0%₹1906.66 Cr32.7%
SBI Nifty Smallcap 250 Index Fund Regular Growth

Very High Risk

1.0%0.0%₹1160.93 Cr42.0%

Risk Level

Your principal amount will be at Very High Risk

Very High Risk
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The NAV of Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth, as of 25-Oct-2024, is ₹9.37.
The fund managers responsible for Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth are:-
  1. Abhishek Bisen
  2. Devender Singhal
  3. Satish Dondapati