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Kotak Nifty Midcap 150 Momentum 50 Index Fund-Direct Plan-Growth

Index/ETF Data as of Jun 2026 Comparing May 2026 → Jun 2026
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Stocks Held
50
Jun 2026
Equity Holdings
₹432.40 Cr
Equity only, excl. debt & cash
Top 5 Weight
24.5%
Diversified
Top 10 Weight
43.5%
Moderate
Changes
72
22 new · 22 exits
Top Sector
Electrical Equipment
16.3% of portfolio
📋 What Happened This Month Kotak Nifty Midcap 150 Momentum 50 Index Fund made 22 new additions and exited 22 stocks this month. The biggest new buy was Laurus Labs Limited (Pharmaceuticals & Biotechnology) at 5.17% weight. Cummins India Limited was the biggest exit (Industrial Products), which was held at 5.16%. Among existing holdings, Polycab India Limited saw the biggest increase — now at 3.62% of the portfolio. BSE Limited was trimmed the most, now at 4.93%. Laurus Labs Limited remains the top holding with Electrical Equipment the dominant sector at 16.3%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Apr 2026 May 2026
Sector Prev Curr Delta
Banks 14.9% 14.2% -0.7%
Finance 13.5% 13.0% -0.5%
Capital Markets 10.3% 10.8% +0.6%
Industrial Products 7.9% 8.5% +0.6%
Electrical Equipment 5.7% 6.3% +0.6%
Pharmaceuticals & Biotechnology 4.9% 4.8% -0.2%
Automobiles 4.5% 4.2% -0.3%
Telecom - Services 3.4% 3.8% +0.5%
IT - Software 3.0% 3.3% +0.3%
Financial Technology (Fintech) 3.1% 3.0% -0.1%
May 2026 Jun 2026
Sector Prev Curr Delta
Electrical Equipment 6.3% 16.3% +10.0%
Pharmaceuticals & Biotechnology 4.8% 13.7% +9.0%
Banks 14.2% 12.0% -2.2%
Capital Markets 10.8% 11.0% +0.2%
Industrial Products 8.5% 7.6% -0.9%
Telecom - Services 3.8% 5.5% +1.6%
Auto Components 2.1% 4.2% +2.1%
Non - Ferrous Metals 1.9% 3.1% +1.2%
Finance 13.0% 2.9% -10.1%
Minerals & Mining 0.0% 2.9% +2.9%
🟢
Biggest New Buy
Laurus Labs Limited
5.17% weight · Pharmaceuticals & Biotechnology
🔴
Biggest Exit
Cummins India Limited
5.16% was held · Industrial Products
Biggest Add
Polycab India Limited
+1.79% · now 3.62%
Biggest Trim
BSE Limited
-2.62% · now 4.93%
🤝 Other funds also bought this month
Bharat Heavy Electricals Limited 52 funds
Bharat Heavy Electricals Limited
quant Focused Fund - Growth Option-Direct Plan
quant Manufacturing Fund - Growth Option - Direct Plan
Groww BSE Power ETF FOF + more
Bharat Forge Limited 45 funds
Bharat Forge Limited
Groww Nifty India Defence ETF FOF
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan
SBI Nifty Midcap 150 Momentum 50 ETF + more
Multi Commodity Exchange of India Limited 41 funds
Multi Commodity Exchange of India Limited
Groww Nifty Capital Markets ETF FOF
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Direct Plan - Growth
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan + more
Steel Authority of India Limited 41 funds
Steel Authority of India Limited
Tata Nifty200 Alpha 30 Index Fund - Direct -Growth
Mirae Asset Nifty 200 Alpha 30 ETF
Kotak Nifty Alpha 50 Index Fund - Direct Plan - Growth + more
KEI Industries Limited 38 funds
KEI Industries Limited
Groww Nifty EV & New Age Automotive ETF FOF
Edelweiss Nifty500 Multicap Momentum Quality 50 ETF - Growth
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund - Direct - Growth + more
Laurus Labs Limited 32 funds
Laurus Labs Limited
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan
Motilal Oswal Nifty Midcap150 Momentum 50 ETF
SBI Nifty Midcap 150 Momentum 50 ETF + more
👋 Other funds also exited
Hero MotoCorp Limited 53 funds
Hero MotoCorp Limited
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Direct Plan - Growth
SBI Nifty Midcap 150 Momentum 50 ETF
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan + more
Muthoot Finance Limited 50 funds
Muthoot Finance Limited
Motilal Oswal Special Opportunities Fund - Direct - Growth
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Direct Plan - Growth
SBI Nifty Midcap 150 Momentum 50 ETF + more
Persistent Systems Limited 28 funds
Persistent Systems Limited
Mirae Asset Nifty IT ETF
Bandhan Nifty 200 Quality 30 Index Fund - Direct Plan - Growth
Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund - Direct - Growth + more
HDFC Asset Management Company Limited 27 funds
HDFC Asset Management Company Limited
Groww Nifty Capital Markets ETF
UTI Nifty Midcap 150 Quality 50 Index Fund - Direct Plan - Growth Option
DSP Nifty Midcap 150 Quality 50 Index Fund - Direct - Growth + more
UPL Limited 27 funds
UPL Limited
Old Bridge Focused Fund
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Direct Plan - Growth
SBI Nifty Midcap 150 Momentum 50 ETF + more
Cummins India Limited 24 funds
Cummins India Limited
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Direct Plan
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Direct Plan - Growth
SBI Nifty Midcap 150 Momentum 50 ETF + more

What Changed in the Portfolio This Month?

Comparing May 2026 → Jun 2026

May 2026 Jun 2026
🟢 22 New Entries 🔴 22 Exits ↑ 13 Increased ↓ 15 Decreased
#StockSectorWeight (Jun 2026)
1
Laurus Labs Limited
₹22.36 Cr
Pharmaceuticals & Biotechnology 5.17%
2
Multi Commodity Exchange of India Limited
₹21.40 Cr
Capital Markets 4.95%
3
Bharat Heavy Electricals Limited
₹18.46 Cr
Electrical Equipment 4.27%
4
Bharat Forge Limited
₹18.07 Cr
Auto Components 4.18%
5
Aurobindo Pharma Limited
₹9.23 Cr
Pharmaceuticals & Biotechnology 2.14%
6
IndusInd Bank Limited
₹9.11 Cr
Banks 2.11%
7
KEI Industries Limited
₹8.81 Cr
Industrial Products 2.04%
8
Steel Authority of India Limited
₹8.17 Cr
Ferrous Metals 1.89%
9
JSW Energy Limited
₹7.39 Cr
Power 1.71%
10
Thermax Limited
₹7.24 Cr
Electrical Equipment 1.68%
#StockSectorLast Weight (May 2026)
1
Cummins India Limited
₹21.59 Cr
Industrial Products 5.16%
2
Hero MotoCorp Limited
₹17.56 Cr
Automobiles 4.19%
3
Muthoot Finance Limited
₹17.18 Cr
Finance 4.10%
4
HDFC Asset Management Company Limited
₹10.28 Cr
Capital Markets 2.46%
5
IDFC First Bank Limited
₹9.36 Cr
Banks 2.23%
6
UPL Limited
₹9.12 Cr
Fertilizers & Agrochemicals 2.18%
7
Persistent Systems Limited
₹7.47 Cr
IT - Software 1.78%
8
SRF Limited
₹6.30 Cr
Chemicals & Petrochemicals 1.51%
9
Coforge Limited
₹6.28 Cr
IT - Software 1.50%
10
Mahindra & Mahindra Financial Services Limited
₹6.20 Cr
Finance 1.48%
#StockSectorMay 2026Jun 2026Change
1
Polycab India Limited
₹15.63 Cr
Industrial Products 1.83% 3.62% +1.79%
2
Hitachi Energy India Limited
₹16.74 Cr
Electrical Equipment 2.53% 3.87% +1.34%
3
National Aluminium Company Limited
₹13.30 Cr
Non - Ferrous Metals 1.87% 3.08% +1.21%
4
Lupin Limited
₹10.92 Cr
Pharmaceuticals & Biotechnology 1.46% 2.53% +1.07%
5
GE Vernova T&D India Limited
₹20.97 Cr
Electrical Equipment 3.80% 4.85% +1.05%
6
Marico Limited
₹9.83 Cr
Agricultural Food & other Products 1.27% 2.27% +1.00%
7
Vodafone Idea Limited
₹11.47 Cr
Telecom - Services 1.71% 2.65% +0.94%
8
Biocon Limited
₹5.63 Cr
Pharmaceuticals & Biotechnology 0.96% 1.30% +0.34%
9
Nippon Life India Asset Management Limited
₹4.88 Cr
Capital Markets 0.81% 1.13% +0.32%
10
AIA Engineering Limited
₹4.16 Cr
Industrial Products 0.66% 0.96% +0.30%
#StockSectorMay 2026Jun 2026Change
1
BSE Limited
₹21.31 Cr
Capital Markets 7.55% 4.93% -2.62%
2
L&T Finance Limited
₹5.27 Cr
Finance 3.23% 1.22% -2.01%
3
One 97 Communications Limited
₹5.29 Cr
Financial Technology (Fintech) 2.99% 1.22% -1.77%
4
AU Small Finance Bank Limited
₹11.43 Cr
Banks 4.37% 2.65% -1.72%
5
Max Financial Services Limited
₹5.33 Cr
Insurance 2.89% 1.23% -1.66%
6
Indian Bank
₹4.53 Cr
Banks 2.35% 1.05% -1.30%
7
Aditya Birla Capital Limited
₹7.05 Cr
Finance 2.86% 1.63% -1.23%
8
Ashok Leyland Limited
₹6.92 Cr
Agricultural, Commercial & Construction Vehicles 2.83% 1.60% -1.23%
9
GMR Airports Limited
₹4.84 Cr
Transport Infrastructure 2.28% 1.12% -1.16%
10
FSN E-Commerce Ventures Limited
₹6.68 Cr
Retailing 2.69% 1.55% -1.14%

What Stocks Does This Fund Hold?

50 stocks — Jun 2026

# Stock Sector Cap Weight & Value
1
₹22.36 Cr
Pharmaceuticals & Biotechnology
5.17%
2
₹21.40 Cr
Capital Markets
4.95%
3
₹21.31 Cr
Capital Markets
4.93%
4
₹20.97 Cr
Electrical Equipment
4.85%
5
₹19.88 Cr
Banks
4.60%
6
₹18.46 Cr
Electrical Equipment
4.27%
7
₹18.07 Cr
Auto Components
4.18%
8
₹16.74 Cr
Electrical Equipment
3.87%
9
₹15.63 Cr
Industrial Products
3.62%
10
₹13.30 Cr
Non - Ferrous Metals
3.08%
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Disclaimer: Data sourced from individual AMC monthly portfolio disclosures, as mandated by SEBI/AMFI. While we strive for accuracy, errors in parsing or presentation may occasionally occur. This is not investment advice. Please consult a SEBI-registered investment adviser before making any investment decisions.

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