JioBlackRock Nifty Midcap 150 Index Fund vs Kotak Nifty Midcap 150 ETF
Direct Plan where a fund has one, Growth option · Data as on 30-10-2026
JioBlackRock Nifty Midcap 150 Index Fund is an Index fund and Kotak Nifty Midcap 150 ETF is an ETF fund. In the year to 30-10-2026, JioBlackRock Nifty Midcap 150 Index Fund (Direct) returned −4.6% and Kotak Nifty Midcap 150 ETF returned −4.5%. JioBlackRock Nifty Midcap 150 Index Fund charges 0.40% a year and Kotak Nifty Midcap 150 ETF 0.18%. Their portfolios overlap 99.8%: they hold 150 of the same securities.
JioBlackRock Nifty Midcap 150 Index Fund
Index
- 1 year return
- −4.6%
- Expense ratio
- 0.40%
- NAV
- ₹9.92
Kotak Nifty Midcap 150 ETF
ETF
- 1 year return
- −4.5%
- Expense ratio
- 0.18%
- NAV
- ₹21.42
Which is better, JioBlackRock Nifty Midcap 150 Index or Kotak Nifty Midcap 150 ETF? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Kotak Nifty Midcap 150 ETF returned more over 1 year: −4.5% against −4.6%.
- Kotak Nifty Midcap 150 ETF costs less: 0.18% a year against 0.40%.
- Kotak Nifty Midcap 150 ETF fell less in its worst fall since 22-08-2025: −13.9% against −14.0%.
- JioBlackRock Nifty Midcap 150 Index is the larger fund: ₹266 Cr against ₹14 Cr.
- Their portfolios overlap 99.8%: 150 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | JioBlackRock Nifty Midcap 150 Index Fund | Kotak Nifty Midcap 150 ETF |
|---|---|---|
| Fund house | Jio BlackRock Mutual Fund | Kotak Mahindra Mutual Fund |
| Category | Index | ETF |
| AUM | ₹266 Cr (30-09-2026) | ₹14 Cr (30-09-2026) |
| NAV | ₹9.92 (Direct) | ₹21.42 |
| Expense ratio (Direct) | 0.40% | Not available |
| Expense ratio (Regular) | 1.36% | Not available |
| Riskometer | Very High | Very High |
| Benchmark | Nifty Midcap 150 TRI | Nifty Midcap 150 TRI |
| Launch date | 18-08-2025 | 21-03-2025 |
| Minimum investment | ₹500 | Ongoing purchases directly from the Mutual Fund would be restricted to Market Makers and Large Investors (subject to transactions greater than INR 25 crores or such other amount as may be specified by SEBI from time to time) provided the value of units to |
| Lock in | None | None |
| Fund managers | Tanvi Kacheria, Anand Shah, Haresh Mehta | Satish Dondapati, Abhishek Bisen, amp, Jeetu Valechha Sonar |
| Exit load | Nil | NIL |
JioBlackRock Nifty Midcap 150 Index vs Kotak Nifty Midcap 150 ETF: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| JioBlackRock Nifty Midcap 150 Index Fund (Direct) | −3.71% | −8.57% | −4.13% | −4.62% | -- | -- | -- |
| Kotak Nifty Midcap 150 ETF | −3.68% | −8.48% | −4.00% | −4.46% | -- | -- | -- |
JioBlackRock Nifty Midcap 150 Index vs Kotak Nifty Midcap 150 ETF: Year-wise Returns
| Year | JioBlackRock Nifty Midcap 150 IndexJioBlackRock Nifty Midcap 150 Index | Kotak Nifty Midcap 150 ETFKotak Nifty Midcap 150 ETF | Nifty Midcap 150 TRI |
|---|---|---|---|
| 2026to date | −5.17% | −5.06% | −4.97% |
JioBlackRock Nifty Midcap 150 Index vs Kotak Nifty Midcap 150 ETF: Rolling Returns
Every holding period of both funds, against Nifty Midcap 150 TRI, the benchmark of both
Rolling returns
Every 1-year holding period, 45 of them, one for each trading day from 24-08-2026 to 30-10-2026: the yearly return (CAGR) of each, plotted on the day it ended. One lucky or unlucky start day cannot flatter or hide a fund.
JioBlackRock Nifty Midcap 150 Index Fund (Direct)
Kotak Nifty Midcap 150 ETF
Nifty Midcap 150 TRI
to
Aug 2026Sept 2025
to
Sept 2026Sept 2025
to
Sept 2026Oct 2025
to
Oct 2026Oct 2025
to
Oct 2026Oct 2025
to
Oct 2026
How the periods spread
| Fund | Below 0% | 0-5% | 5-10% | 10-15% | 15-20% | 20-25% | Above 25% | Mean | Median | Lowest | Highest | Beat benchmark |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JioBlackRock Nifty Midcap 150 Index | 22.2 | 37.8 | 26.7 | 13.3 | 0.0 | 0.0 | 0.0 | 4.1% | 4.3% | −5.8% | 13.8% | 0% |
| Kotak Nifty Midcap 150 ETF | 22.2 | 33.3 | 28.9 | 15.6 | 0.0 | 0.0 | 0.0 | 4.3% | 4.5% | −5.6% | 14.0% | 2% |
| Nifty Midcap 150 TRI | 20.0 | 33.3 | 31.1 | 15.6 | 0.0 | 0.0 | 0.0 | 4.4% | 4.6% | −5.5% | 14.1% | -- |
The table shows the % of periods in each return band; a darker cell holds more of them. Lumpsum: the yearly rate (CAGR) from a period's first NAV to its last. SIP: the XIRR of the monthly instalments. The benchmark is Nifty Midcap 150 TRI, over the same periods. "Beat benchmark" counts the periods in which the fund did better. Every fund is measured over the days all of them have, from 22-08-2025. Past returns do not promise future returns.
JioBlackRock Nifty Midcap 150 Index vs Kotak Nifty Midcap 150 ETF: SIP and Lumpsum Returns
What the same monthly or one-time investment would be worth in each fund today, from their own NAV history
Growth of an investment
₹10,000 on the first trading day of every month, from 22-08-2025 to 30-10-2026: 15 instalments, ₹1,50,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| JioBlackRock Nifty Midcap 150 IndexJioBlackRock Nifty Midcap 150 Index Fund (Direct) | ₹1,50,000 | ₹1,44,591 | −₹5,409 | −5.5% |
| Kotak Nifty Midcap 150 ETFKotak Nifty Midcap 150 ETF | ₹1,50,000 | ₹1,45,031 | −₹4,969 | −5.0% |
JioBlackRock Nifty Midcap 150 IndexJioBlackRock Nifty Midcap 150 Index Fund (Direct)
Kotak Nifty Midcap 150 ETFKotak Nifty Midcap 150 ETF
Amount invested
From each plan's published NAV (Growth option), over the same days. Return a year: XIRR for a SIP, CAGR for a lumpsum, shown for a year or more. It does not include exit load, stamp duty or tax. Past returns do not promise future returns.
JioBlackRock Nifty Midcap 150 Index vs Kotak Nifty Midcap 150 ETF: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | JioBlackRock Nifty Midcap 150 Index Fund (Direct) | Kotak Nifty Midcap 150 ETF |
|---|---|---|
| Return (CAGR) | −4.62% | −4.46% |
| Standard deviation | 16.57% | 16.67% |
| Sharpe ratio | -0.60 | -0.58 |
| Sortino ratio | -0.80 | -0.78 |
| Maximum drawdown | −14.0% (30-03-2026) | −13.9% (30-03-2026) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.25% | −0.09% |
From daily NAVs, 30-10-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
| Measure | JioBlackRock Nifty Midcap 150 Index Fund (Direct) | Kotak Nifty Midcap 150 ETF |
|---|---|---|
| Return (CAGR) | −1.28% | +7.34% |
| Standard deviation | 15.79% | 16.28% |
| Sharpe ratio | -0.42 | 0.12 |
| Sortino ratio | -0.56 | 0.16 |
| Maximum drawdown | −14.0% (30-03-2026) | −13.9% (30-03-2026) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.33% | +0.42% |
From daily NAVs, 22-08-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
JioBlackRock Nifty Midcap 150 Index Fund (Direct)
Kotak Nifty Midcap 150 ETF
Nifty Midcap 150 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| JioBlackRock Nifty Midcap 150 Index Fund (Direct) | −14.0% | 07-01-2026 | 30-03-2026 | 07-05-2026 | 38 days | −10.6% |
| Kotak Nifty Midcap 150 ETF | −13.9% | 07-01-2026 | 30-03-2026 | 07-05-2026 | 38 days | −10.5% |
| Nifty Midcap 150 TRI | −13.9% | 07-01-2026 | 30-03-2026 | 07-05-2026 | 38 days | −10.5% |
From daily values since 22-08-2025, the first day every fund has.
Rolling standard deviation
Whether the swings have grown or calmed over time: the standard deviation of daily changes over every 1-year window, scaled to a year, plotted on the window's last day. Higher means a bumpier ride.
JioBlackRock Nifty Midcap 150 Index Fund (Direct)
Kotak Nifty Midcap 150 ETF
Nifty Midcap 150 TRI
Against Nifty Midcap 150 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| JioBlackRock Nifty Midcap 150 Index Fund (Direct) | 99% | 101% | 0.14% |
| Kotak Nifty Midcap 150 ETF | 100% | 100% | 0.06% |
From month-end values since 22-08-2025. Up capture: a fund's average month when the benchmark rose, as % of the benchmark's; above 100% it gained more. Down capture: the same for months the benchmark fell; below 100% it fell less. Tracking error: how far the monthly returns strayed from the benchmark's, a year; an index fund aims near 0.
JioBlackRock Nifty Midcap 150 Index vs Kotak Nifty Midcap 150 ETF: Portfolio Overlap
From each fund's latest monthly portfolio: JioBlackRock Nifty Midcap 150 Index Fund, September 2026; Kotak Nifty Midcap 150 ETF, September 2026
Holdings in common
- Overlap
- 99.8%
- Held by both
- 150
- Only in JioBlackRock Nifty Midcap 150 Index
- 0
- Only in Kotak Nifty Midcap 150 ETF
- 0
| Security | % of JioBlackRock Nifty Midcap 150 Index | % of Kotak Nifty Midcap 150 ETF |
|---|---|---|
| Multi Commodity Exchange Of India Ltd | 2.08% | 2.07% |
| Federal Bank Ltd | 1.94% | 1.93% |
| Laurus Labs Ltd | 1.90% | 1.90% |
| One 97 Communications Ltd | 1.78% | 1.78% |
| Hero MotoCorp Ltd | 1.68% | 1.68% |
| Indian Hotels Co Ltd | 1.58% | 1.58% |
| Coforge Ltd | 1.50% | 1.50% |
| Bharat Heavy Electricals Ltd | 1.49% | 1.49% |
| IndusInd Bank Ltd | 1.47% | 1.46% |
| AU Small Finance Bank Ltd | 1.45% | 1.45% |
| Persistent Systems Ltd | 1.42% | 1.41% |
| Dixon Technologies (India) Ltd | 1.35% | 1.34% |
| IDFC First Bank Ltd | 1.34% | 1.33% |
| Bharat Forge Ltd | 1.32% | 1.32% |
| Ge Vernova T&D India Ltd | 1.29% | 1.28% |
| Lenskart Solutions Ltd | 1.24% | 1.24% |
| Life Insurance Corporation Of India | 1.24% | 1.23% |
| Lupin Ltd | 1.22% | 1.22% |
| Suzlon Energy Ltd | 1.19% | 1.18% |
| Indus Towers Ltd | 1.19% | 1.18% |
| Info Edge (India) Ltd | 1.17% | 1.16% |
| Aurobindo Pharma Ltd | 1.14% | 1.14% |
| Ashok Leyland Ltd | 1.09% | 1.09% |
| FSN E-Commerce Ventures Ltd | 1.08% | 1.08% |
| Marico Ltd | 1.03% | 1.03% |
| Fortis Healthcare Ltd | 0.99% | 0.99% |
| United Spirits Ltd | 0.99% | 0.98% |
| APL Apollo Tubes Ltd | 0.98% | 0.98% |
| ICICI Lombard General Insurance Co Ltd | 0.96% | 0.95% |
| EMBASSY OFFICE PARKS REIT | 0.94% | 0.94% |
| PB Fintech Ltd | 0.93% | 0.93% |
| Swiggy Ltd | 0.93% | 0.93% |
| REC Ltd | 0.92% | 0.92% |
| Yes Bank Ltd | 0.91% | 0.91% |
| Max Financial Services Ltd | 0.90% | 0.90% |
| Phoenix Mills Ltd | 0.89% | 0.89% |
| SRF Ltd | 0.89% | 0.88% |
| Glenmark Pharmaceuticals Ltd | 0.87% | 0.87% |
| Radico Khaitan Ltd | 0.85% | 0.84% |
| Lodha Developers Ltd | 0.83% | 0.83% |
| Hindustan Petroleum Corporation Ltd | 0.83% | 0.83% |
| GMR Airports Ltd | 0.82% | 0.81% |
| Aditya Birla Capital Ltd | 0.80% | 0.80% |
| Apar Industries Ltd | 0.80% | 0.80% |
| Alkem Laboratories Ltd | 0.77% | 0.77% |
| National Aluminium Co Ltd | 0.75% | 0.75% |
| JSW Energy Ltd | 0.75% | 0.75% |
| UPL Ltd | 0.75% | 0.75% |
| Sundaram Finance Ltd | 0.74% | 0.74% |
| Shree Cement Ltd | 0.74% | 0.74% |
| Mphasis Ltd | 0.70% | 0.70% |
| Indian Bank | 0.70% | 0.70% |
| Mankind Pharma Ltd | 0.70% | 0.70% |
| Vishal Mega Mart Ltd | 0.70% | 0.70% |
| KEI Industries Ltd | 0.68% | 0.68% |
| NHPC Ltd | 0.68% | 0.68% |
| 360 One Wam Ltd | 0.67% | 0.67% |
| IPCA Laboratories Ltd | 0.66% | 0.66% |
| Piramal Finance Ltd | 0.66% | 0.66% |
| NMDC Ltd | 0.65% | 0.65% |
| Billionbrains Garage Ventures Ltd | 0.65% | 0.65% |
| Steel Authority of India Ltd | 0.65% | 0.65% |
| Biocon Ltd | 0.64% | 0.64% |
| Lloyds Metals And Energy Ltd | 0.64% | 0.63% |
| Havells India Ltd | 0.63% | 0.63% |
| MRF Ltd | 0.63% | 0.62% |
| Oracle Financial Services Software Ltd | 0.63% | 0.62% |
| Tube Investments of India Ltd | 0.63% | 0.62% |
| Prestige Estates Projects Ltd | 0.62% | 0.62% |
| Oil India Ltd | 0.60% | 0.60% |
| Voltas Ltd | 0.60% | 0.60% |
| Torrent Power Ltd | 0.58% | 0.58% |
| Jindal Stainless Ltd | 0.58% | 0.58% |
| Colgate Palmolive (India) Ltd | 0.57% | 0.57% |
| Page Industries Ltd | 0.57% | 0.56% |
| Waaree Energies Ltd | 0.56% | 0.56% |
| L&T Finance Ltd | 0.56% | 0.56% |
| Dabur India Ltd | 0.55% | 0.55% |
| Supreme Industries Ltd | 0.55% | 0.55% |
| Godrej Properties Ltd | 0.54% | 0.54% |
| Mahindra & Mahindra Financial Services Ltd | 0.53% | 0.53% |
| Petronet LNG Ltd | 0.53% | 0.52% |
| Uno Minda Ltd | 0.53% | 0.52% |
| JSW Infrastructure Ltd | 0.53% | 0.52% |
| Kalyan Jewellers India Ltd | 0.52% | 0.52% |
| J.K. Cement Ltd | 0.52% | 0.52% |
| Coromandel International Ltd | 0.52% | 0.52% |
| Meesho Ltd | 0.52% | 0.51% |
| Oberoi Realty Ltd | 0.51% | 0.51% |
| Blue Star Ltd | 0.49% | 0.48% |
| Tata Communications Ltd | 0.48% | 0.48% |
| Nippon Life India Asset Management Ltd | 0.48% | 0.48% |
| Exide Industries Ltd | 0.46% | 0.46% |
| PI Industries Ltd | 0.46% | 0.46% |
| Aster DM Quality Care Ltd | 0.46% | 0.46% |
| Gujarat Fluorochemicals Ltd | 0.46% | 0.46% |
| ITC Hotels Ltd | 0.45% | 0.45% |
| ICICI Prudential Asset Management Co Ltd | 0.45% | 0.45% |
| Hindustan Copper Ltd | 0.45% | 0.45% |
| Jubilant Foodworks Ltd | 0.44% | 0.44% |
| ICICI Prudential Life Insurance Co Ltd | 0.43% | 0.43% |
| LG Electronics India Ltd | 0.43% | 0.43% |
| SBI Cards and Payment Services Ltd | 0.42% | 0.42% |
| Balkrishna Industries Ltd | 0.42% | 0.42% |
| Astral Ltd | 0.41% | 0.41% |
| Ajanta Pharma Ltd | 0.41% | 0.41% |
| Adani Total Gas Ltd | 0.41% | 0.41% |
| Bank Of Maharashtra | 0.40% | 0.40% |
| LIC Housing Finance Ltd | 0.39% | 0.39% |
| Motilal Oswal Financial Services Ltd | 0.39% | 0.39% |
| Bank of India | 0.39% | 0.39% |
| Schaeffler India Ltd | 0.39% | 0.39% |
| Container Corporation Of India Ltd | 0.38% | 0.38% |
| AIA Engineering Ltd | 0.37% | 0.37% |
| Authum Investment & Infrastructure Ltd | 0.36% | 0.36% |
| Abbott India Ltd | 0.35% | 0.34% |
| Indian Railway Catering And Tourism Corporation Ltd | 0.34% | 0.34% |
| Dalmia Bharat Ltd | 0.33% | 0.33% |
| Linde India Ltd | 0.33% | 0.33% |
| HDB Financial Services Ltd | 0.33% | 0.32% |
| General Insurance Corporation Of India | 0.32% | 0.32% |
| Thermax Ltd | 0.32% | 0.32% |
| Berger Paints India Ltd | 0.32% | 0.32% |
| Cochin Shipyard Ltd | 0.31% | 0.31% |
| Premier Energies Ltd | 0.31% | 0.31% |
| Patanjali Foods Ltd | 0.31% | 0.31% |
| Narayana Hrudayalaya Ltd | 0.31% | 0.30% |
| K.P.R. Mill Ltd | 0.30% | 0.30% |
| Global Health Ltd | 0.30% | 0.30% |
| Glaxosmithkline Pharmaceuticals Ltd | 0.28% | 0.28% |
| Rail Vikas Nigam Ltd | 0.28% | 0.28% |
| CRISIL Ltd | 0.27% | 0.27% |
| Bharti Hexacom Ltd | 0.26% | 0.26% |
| Bharat Dynamics Ltd | 0.25% | 0.25% |
| NLC India Ltd | 0.24% | 0.23% |
| Endurance Technologies Ltd | 0.23% | 0.23% |
| Anthem Biosciences Ltd | 0.23% | 0.23% |
| Bajaj Housing Finance Ltd | 0.22% | 0.22% |
| Escorts Kubota Ltd | 0.22% | 0.22% |
| L&T Technology Services Ltd | 0.22% | 0.22% |
| Indian Renewable Energy Development Agency Ltd | 0.22% | 0.22% |
| NTPC Green Energy Ltd | 0.21% | 0.21% |
| United Breweries Ltd | 0.21% | 0.21% |
| Housing & Urban Development Corporation Ltd | 0.21% | 0.21% |
| Tata Investment Corporation Ltd | 0.20% | 0.20% |
| Godfrey Phillips India Ltd | 0.19% | 0.19% |
| Hexaware Technologies Ltd | 0.18% | 0.18% |
| Fertilizers And Chemicals Travancore Ltd | 0.12% | 0.12% |
| Indian Overseas Bank | 0.11% | 0.11% |
| Godrej Industries Ltd | 0.11% | 0.11% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 99.8% means 99.8% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in JioBlackRock Nifty Midcap 150 Index Fund
Every holding of this fund is also held by the other.
Largest holdings only in Kotak Nifty Midcap 150 ETF
Every holding of this fund is also held by the other.
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | JioBlackRock Nifty Midcap 150 Index | Kotak Nifty Midcap 150 ETF |
|---|---|---|
| Equity | 99.3% | 99.0% |
| Debt | 0.0% | 0.0% |
| Cash and others | 0.7% | 1.0% |
Market cap of stocks
| Market cap | JioBlackRock Nifty Midcap 150 Index | Kotak Nifty Midcap 150 ETF |
|---|---|---|
| Large Cap | 5.7% | 5.7% |
| Mid Cap | 91.0% | 90.7% |
| Small Cap | 2.5% | 2.5% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | JioBlackRock Nifty Midcap 150 Index | Kotak Nifty Midcap 150 ETF |
|---|---|---|
| Pharmaceuticals & Biotechnology | 9.2% | 0.0% |
| Pharmaceuticals and Biotechnology | 0.0% | 9.2% |
| Banks | 8.7% | 8.7% |
| Finance | 6.8% | 6.8% |
| Electrical Equipment | 6.0% | 5.9% |
| Retailing | 5.6% | 5.6% |
| Capital Markets | 4.7% | 4.7% |
The six largest sectors of each fund's stocks, % of the fund.
JioBlackRock Nifty Midcap 150 Index vs Kotak Nifty Midcap 150 ETF: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | JioBlackRock Nifty Midcap 150 Index Fund | Kotak Nifty Midcap 150 ETF |
|---|---|---|
| Total expense ratio (Direct) | 0.40% | Not available |
| Base expense ratio (Direct) | 0.19% | 0.00% |
| Total expense ratio (Regular) | 1.36% | Not available |
| Base expense ratio (Regular) | 0.72% | 0.08% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
JioBlackRock Nifty Midcap 150 Index Fund vs Kotak Nifty Midcap 150 ETF: Frequently Asked Questions
What is the difference between JioBlackRock Nifty Midcap 150 Index Fund and Kotak Nifty Midcap 150 ETF?
JioBlackRock Nifty Midcap 150 Index Fund is an Index fund, Kotak Nifty Midcap 150 ETF is an ETF fund, run by Jio BlackRock Mutual Fund and Kotak Mahindra Mutual Fund. Their portfolios overlap 99.8%. JioBlackRock Nifty Midcap 150 Index Fund charges 0.40% a year and Kotak Nifty Midcap 150 ETF 0.18%.
Which has given higher returns, JioBlackRock Nifty Midcap 150 Index Fund or Kotak Nifty Midcap 150 ETF?
Over 1 year: JioBlackRock Nifty Midcap 150 Index Fund −4.62%, Kotak Nifty Midcap 150 ETF −4.46%. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, JioBlackRock Nifty Midcap 150 Index Fund or Kotak Nifty Midcap 150 ETF?
Kotak Nifty Midcap 150 ETF charges less: 0.18% a year against 0.40%. These are the total expense ratios reported to AMFI.
How much do JioBlackRock Nifty Midcap 150 Index Fund and Kotak Nifty Midcap 150 ETF overlap?
99.8%. They hold 150 of the same securities, the largest shared ones being MCX, FEDERALBNK, LAURUSLABS. From each fund's latest monthly portfolio.
Which is riskier, JioBlackRock Nifty Midcap 150 Index Fund or Kotak Nifty Midcap 150 ETF?
On SEBI's riskometer, JioBlackRock Nifty Midcap 150 Index Fund is rated Very High and Kotak Nifty Midcap 150 ETF Very High. Over 1 years, the standard deviation of daily returns was 16.57% and 16.67% a year.
Can I invest in both JioBlackRock Nifty Midcap 150 Index Fund and Kotak Nifty Midcap 150 ETF?
Yes. 99.8% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages JioBlackRock Nifty Midcap 150 Index Fund and Kotak Nifty Midcap 150 ETF?
JioBlackRock Nifty Midcap 150 Index Fund: Tanvi Kacheria, Anand Shah, Haresh Mehta. Kotak Nifty Midcap 150 ETF: Satish Dondapati, Abhishek Bisen, amp, Jeetu Valechha Sonar.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.