Compare Kotak Nifty500 Momentum 50 Index Fund vs Tata Nifty Midcap 150 Momentum 50 Index Fund
Risk
Very High
Very High
Rating
-
2.0
Min SIP Amount
₹100
₹150
Expense Ratio
1.44
1.6
NAV
₹10.10
₹18.29
Fund Started
20 Nov 2025
04 Oct 2022
Fund Size
₹24.30 Cr
₹1201.66 Cr
Exit Load
-
Exit load of 0.50%, if redeemed within 30 days.
1 Year
-
-1.22%
3 Year
-
17.04%
5 Year
-
-
Equity
100.37%
100.02%
Cash
-0.37%
-0.02%
Top 10 Holdings
Shriram Finance Ltd | 5.08% |
Cummins India Ltd. | 5.06% |
Multi Commodity Exchange Of India Ltd. | 4.96% |
BSE Ltd. | 4.95% |
Hindalco Industries Ltd. | 4.87% |
GE Vernova T&D India Ltd | 4.86% |
Adani Power Ltd. | 4.84% |
Laurus Labs Ltd. | 4.66% |
The Federal Bank Ltd. | 3.63% |
Bharat Heavy Electricals Ltd. | 3.37% |
Laurus Labs Ltd. | 5.21% |
Multi Commodity Exchange Of India Ltd. | 4.99% |
BSE Ltd. | 4.93% |
GE Vernova T&D India Ltd | 4.85% |
The Federal Bank Ltd. | 4.60% |
Bharat Heavy Electricals Ltd. | 4.31% |
Bharat Forge Ltd. | 4.21% |
Hitachi Energy India Ltd. | 3.87% |
Polycab India Ltd. | 3.62% |
National Aluminium Company Ltd. | 3.08% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to provide returns that, before expenses, corresponds to the total returns of the securities as represented by the underlying index, subject to tracking errors.
The scheme is seeks to provide returns, before expenses, that commensurate with the performance of NIFTY Midcap 150 Momentum 50 Index (TRI), subject to tracking error.
Launch Date
20 Nov 2025
04 Oct 2022
