Kotak Nifty Midcap 150 Index IDCW-P
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
Geographic Allocation
Top Stock Holdings
Fund House Management
The asset management company’s track record, AUM scale, and fund manager credentials.
Fund Manager Track Record
Jeetu Sonar
Mr. Jeetu Sonar has experience of 15 years. Manages 203 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹21,097 Cr
55 years
Combined Team Experience
₹ 99,588 Cr
Assets Under Management
Abhishek Bisen
Co-Portfolio ManagerMr. Abhishek Bisen has experience of 23 years. Manages 468 funds at Kotak Mahindra Asset Management Co Ltd with an AUM of approximately ₹78,491 Cr Holds a M.B.A. degree.
Firm Overview
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Regulatory & Tax Information
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)