← Kotak Mutual Fund

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

Index/ETF Data as of Aug 2026 Comparing Jul 2026 → Aug 2026
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Stocks Held
50
Aug 2026
Equity Holdings
₹473.37 Cr
Equity only, excl. debt & cash
AAUM
₹399.01 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
25.5%
Moderate
Top 10 Weight
43.8%
Moderate
Changes
44
0 new · 0 exits
Top Sector
Electrical Equipment
15.3% of portfolio
Launch Date
19 Sep 2024
2 years old

AAUM (Average Assets Under Management) of ₹399.01 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Among existing holdings, Multi Commodity Exchange of India Limited saw the biggest increase — now at 5.74% of the portfolio. BSE Limited was trimmed the most, now at 4.05%. Laurus Labs Limited remains the top holding with Electrical Equipment the dominant sector at 15.3%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
Jun 2026 Jul 2026
Sector Prev Curr Delta
Electrical Equipment 16.3% 15.0% -1.4%
Pharmaceuticals & Biotechnology 13.7% 14.9% +1.1%
Banks 12.0% 12.6% +0.5%
Capital Markets 11.0% 10.5% -0.5%
Industrial Products 7.6% 7.1% -0.5%
Telecom - Services 5.5% 5.1% -0.3%
Auto Components 4.2% 4.3% +0.1%
Non - Ferrous Metals 3.1% 3.2% +0.1%
Minerals & Mining 2.9% 3.0% +0.2%
Finance 2.9% 2.9% +0.1%
Jul 2026 Aug 2026
Sector Prev Curr Delta
Electrical Equipment 15.0% 15.3% +0.3%
Pharmaceuticals & Biotechnology 14.9% 14.8% -0.1%
Banks 12.6% 12.3% -0.3%
Capital Markets 10.5% 10.9% +0.4%
Industrial Products 7.1% 7.4% +0.3%
Telecom - Services 5.1% 5.1% +0.0%
Auto Components 4.3% 4.0% -0.3%
Non - Ferrous Metals 3.2% 3.3% +0.2%
Finance 2.9% 2.9% -0.1%
Minerals & Mining 3.0% 2.8% -0.3%
Biggest Add
Multi Commodity Exchange of India Limited
+1.02% · now 5.74%
Biggest Trim
BSE Limited
-0.62% · now 4.05%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 Aug 2026
↑ 19 Increased ↓ 25 Decreased
#StockSectorJul 2026Aug 2026Change
1
Multi Commodity Exchange of India Limited
₹27.20 Cr
Capital Markets 4.72% 5.74% +1.02%
2
One 97 Communications Limited
₹8.44 Cr
Financial Technology (Fintech) 1.45% 1.78% +0.33%
3
Apar Industries Limited
₹8.53 Cr
Electrical Equipment 1.51% 1.80% +0.29%
4
Bharat Heavy Electricals Limited
₹20.93 Cr
Electrical Equipment 4.21% 4.42% +0.21%
5
Steel Authority of India Limited
₹9.74 Cr
Ferrous Metals 1.85% 2.06% +0.21%
6
KEI Industries Limited
₹9.88 Cr
Industrial Products 1.88% 2.08% +0.20%
7
APL Apollo Tubes Limited
₹5.56 Cr
Industrial Products 1.00% 1.17% +0.17%
8
National Aluminium Company Limited
₹15.84 Cr
Non - Ferrous Metals 3.18% 3.34% +0.16%
9
Vodafone Idea Limited
₹12.05 Cr
Telecom - Services 2.40% 2.54% +0.14%
10
Glenmark Pharmaceuticals Limited
₹10.06 Cr
Pharmaceuticals & Biotechnology 1.98% 2.12% +0.14%
#StockSectorJul 2026Aug 2026Change
1
BSE Limited
₹19.19 Cr
Capital Markets 4.67% 4.05% -0.62%
2
Bharat Forge Limited
₹18.81 Cr
Auto Components 4.31% 3.97% -0.34%
3
Lupin Limited
₹10.48 Cr
Pharmaceuticals & Biotechnology 2.53% 2.21% -0.32%
4
Lloyds Metals And Energy Limited
₹6.43 Cr
Minerals & Mining 1.61% 1.36% -0.25%
5
Marico Limited
₹10.22 Cr
Agricultural Food & other Products 2.38% 2.16% -0.22%
6
The Federal Bank Limited
₹22.78 Cr
Banks 5.02% 4.81% -0.21%
7
Thermax Limited
₹5.81 Cr
Electrical Equipment 1.40% 1.23% -0.17%
8
Fortis Healthcare Limited
₹8.80 Cr
Healthcare Services 2.01% 1.86% -0.15%
9
JSW Energy Limited
₹6.99 Cr
Power 1.63% 1.48% -0.15%
10
GMR Airports Limited
₹4.29 Cr
Transport Infrastructure 1.06% 0.91% -0.15%

What Stocks Does This Fund Hold?

50 stocks — Aug 2026

# Stock Sector Cap Weight & Value
1
₹29.93 Cr
Pharmaceuticals & Biotechnology
6.31%
2
₹27.20 Cr
Capital Markets
5.74%
3
₹22.78 Cr
Banks
4.81%
4
₹20.93 Cr
Electrical Equipment
4.42%
5
₹19.99 Cr
Electrical Equipment
4.22%
6
₹19.19 Cr
Capital Markets
4.05%
7
₹18.81 Cr
Auto Components
3.97%
8
₹17.16 Cr
Electrical Equipment
3.62%
9
₹15.84 Cr
Non - Ferrous Metals
3.34%
10
₹15.72 Cr
Industrial Products
3.32%
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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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