← Kotak Mutual Fund

KOTAK NIFTY MIDCAP 50 INDEX FUND-DIRECT PLAN- GROWTH

Index/ETF Data as of Jul 2026 Comparing Jun 2026 → Jul 2026
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Stocks Held
50
Jul 2026
Equity Holdings
₹81.20 Cr
Equity only, excl. debt & cash
AAUM
₹74.97 Cr
Apr-Jun 2026 · Direct + Regular
Top 5 Weight
19.2%
Diversified
Top 10 Weight
32.4%
Diversified
Changes
49
0 new · 0 exits
Top Sector
Banks
13.4% of portfolio
Launch Date
25 Jul 2024
2 years old

AAUM (Average Assets Under Management) of ₹74.97 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, Coforge Limited saw the biggest increase — now at 2.58% of the portfolio. Suzlon Energy Limited was trimmed the most, now at 2.51%. BSE Limited remains the top holding with Banks the dominant sector at 13.4%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.
Sector Shift Industry allocation month-over-month
May 2026 Jun 2026
Sector Prev Curr Delta
Banks 12.3% 13.2% +1.0%
Capital Markets 10.9% 10.3% -0.6%
Pharmaceuticals & Biotechnology 9.2% 9.9% +0.7%
Electrical Equipment 7.1% 7.2% +0.0%
IT - Software 6.1% 5.2% -0.9%
Retailing 4.9% 5.1% +0.2%
Industrial Products 4.7% 4.7% 0.0%
Financial Technology (Fintech) 4.7% 4.7% 0.0%
Auto Components 3.8% 4.0% +0.2%
Realty 3.7% 3.9% +0.3%
Jun 2026 Jul 2026
Sector Prev Curr Delta
Banks 13.2% 13.4% +0.2%
Pharmaceuticals & Biotechnology 9.9% 10.1% +0.2%
Capital Markets 10.3% 9.4% -0.9%
IT - Software 5.2% 6.5% +1.3%
Electrical Equipment 7.2% 6.2% -1.0%
Retailing 5.1% 5.7% +0.6%
Financial Technology (Fintech) 4.7% 4.8% +0.2%
Industrial Products 4.7% 4.5% -0.3%
Realty 3.9% 3.9% 0.0%
Consumer Durables 3.5% 3.9% +0.4%
Biggest Add
Coforge Limited
+0.79% · now 2.58%
Biggest Trim
Suzlon Energy Limited
-0.69% · now 2.51%

What Changed in the Portfolio This Month?

Comparing Jun 2026 → Jul 2026

Jun 2026 Jul 2026
↑ 22 Increased ↓ 27 Decreased
#StockSectorJun 2026Jul 2026Change
1
Coforge Limited
₹2.10 Cr
IT - Software 1.79% 2.58% +0.79%
2
Persistent Systems Limited
₹2.11 Cr
IT - Software 2.10% 2.60% +0.50%
3
Laurus Labs Limited
₹2.47 Cr
Pharmaceuticals & Biotechnology 2.63% 3.04% +0.41%
4
Info Edge (India) Limited
₹1.64 Cr
Retailing 1.67% 2.02% +0.35%
5
Dixon Technologies (India) Limited
₹2.04 Cr
Consumer Durables 2.21% 2.51% +0.30%
6
One 97 Communications Limited
₹1.98 Cr
Financial Technology (Fintech) 2.14% 2.43% +0.29%
7
Hero MotoCorp Limited
₹2.45 Cr
Automobiles 2.78% 3.01% +0.23%
8
Swiggy Limited
₹1.41 Cr
Retailing 1.52% 1.74% +0.22%
9
The Federal Bank Limited
₹3.09 Cr
Banks 3.63% 3.81% +0.18%
10
IndusInd Bank Limited
₹2.33 Cr
Banks 2.72% 2.87% +0.15%
#StockSectorJun 2026Jul 2026Change
1
Suzlon Energy Limited
₹2.04 Cr
Electrical Equipment 3.20% 2.51% -0.69%
2
BSE Limited
₹5.21 Cr
Capital Markets 7.05% 6.41% -0.64%
3
Polycab India Limited
₹1.70 Cr
Industrial Products 2.38% 2.09% -0.29%
4
Multi Commodity Exchange of India Limited
₹2.40 Cr
Capital Markets 3.23% 2.96% -0.27%
5
ICICI Lombard General Insurance Company Limited
₹1.38 Cr
Insurance 1.89% 1.70% -0.19%
6
Yes Bank Limited
₹1.40 Cr
Banks 1.89% 1.72% -0.17%
7
GMR Airports Limited
₹1.31 Cr
Transport Infrastructure 1.78% 1.61% -0.17%
8
Tube Investments of India Limited
₹1.03 Cr
Auto Components 1.44% 1.27% -0.17%
9
Max Financial Services Limited
₹1.39 Cr
Insurance 1.87% 1.71% -0.16%
10
Waaree Energies Limited
₹89.73 L
Electrical Equipment 1.26% 1.10% -0.16%

What Stocks Does This Fund Hold?

50 stocks — Jul 2026

# Stock Sector Cap Weight & Value
1
₹5.21 Cr
Capital Markets
6.41%
2
₹3.09 Cr
Banks
3.81%
3
₹2.47 Cr
Pharmaceuticals & Biotechnology
3.04%
4
₹2.45 Cr
Automobiles
3.01%
5
₹2.40 Cr
Capital Markets
2.96%
6
₹2.33 Cr
Banks
2.87%
7
₹2.11 Cr
IT - Software
2.60%
8
₹2.10 Cr
IT - Software
2.58%
9
₹2.08 Cr
Electrical Equipment
2.55%
10
₹2.07 Cr
Banks
2.55%
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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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