Kotak Nifty Midcap 150 ETF vs Kotak Nifty Midcap 150 Index Fund
Direct Plan where a fund has one, Growth option · Data as on 30-10-2026
Kotak Nifty Midcap 150 ETF is an ETF fund and Kotak Nifty Midcap 150 Index Fund is an Index fund. In the year to 30-10-2026, Kotak Nifty Midcap 150 ETF returned −4.5% and Kotak Nifty Midcap 150 Index Fund (Direct) returned −4.8%. Kotak Nifty Midcap 150 ETF charges 0.18% a year and Kotak Nifty Midcap 150 Index Fund 0.42%. Their portfolios overlap 99.9%: they hold 150 of the same securities.
Kotak Nifty Midcap 150 ETF
ETF
- 1 year return
- −4.5%
- Expense ratio
- 0.18%
- NAV
- ₹21.42
Kotak Nifty Midcap 150 Index Fund
Index
- 1 year return
- −4.8%
- Expense ratio
- 0.42%
- NAV
- ₹10.83
Which is better, Kotak Nifty Midcap 150 ETF or Kotak Nifty Midcap 150 Index? 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 −4.8%.
- Kotak Nifty Midcap 150 ETF costs less: 0.18% a year against 0.42%.
- Kotak Nifty Midcap 150 ETF fell less in its worst fall since 28-03-2025: −13.9% against −14.0%.
- Kotak Nifty Midcap 150 Index is the larger fund: ₹46 Cr against ₹14 Cr.
- Their portfolios overlap 99.9%: 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 | Kotak Nifty Midcap 150 ETF | Kotak Nifty Midcap 150 Index Fund |
|---|---|---|
| Fund house | Kotak Mahindra Mutual Fund | Kotak Mahindra Mutual Fund |
| Category | ETF | Index |
| AUM | ₹14 Cr (30-09-2026) | ₹46 Cr (30-09-2026) |
| NAV | ₹21.42 | ₹10.83 (Direct) |
| Expense ratio (Direct) | Not available | 0.42% |
| Expense ratio (Regular) | Not available | 0.90% |
| Riskometer | Very High | Very High |
| Benchmark | Nifty Midcap 150 TRI | Nifty Midcap 150 TRI |
| Launch date | 21-03-2025 | 21-03-2025 |
| Minimum investment | 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 | ₹100 |
| Lock in | None | None |
| Fund managers | Satish Dondapati, Abhishek Bisen, amp, Jeetu Valechha Sonar | Satish DondapatiFM 2 Mr. Abhishek Bisen, Jeetu Valechha Sonar |
| Exit load | NIL | Nil |
Kotak Nifty Midcap 150 ETF vs Kotak Nifty Midcap 150 Index: 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 |
|---|---|---|---|---|---|---|---|
| Kotak Nifty Midcap 150 ETF | −3.68% | −8.48% | −4.00% | −4.46% | -- | -- | -- |
| Kotak Nifty Midcap 150 Index Fund (Direct) | −3.71% | −8.51% | −4.06% | −4.75% | -- | -- | -- |
Kotak Nifty Midcap 150 ETF vs Kotak Nifty Midcap 150 Index: Year-wise Returns
| Year | ETFKotak Nifty Midcap 150 ETF | IndexKotak Nifty Midcap 150 Index | Nifty Midcap 150 TRI |
|---|---|---|---|
| 2026to date | −5.06% | −5.26% | −4.97% |
Kotak Nifty Midcap 150 ETF vs Kotak Nifty Midcap 150 Index: Rolling Returns
Every holding period of both funds, against Nifty Midcap 150 TRI, the benchmark of both
Rolling returns
Every 1-year holding period, 145 of them, one for each trading day from 30-03-2026 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.
Kotak Nifty Midcap 150 ETF
Kotak Nifty Midcap 150 Index Fund (Direct)
Nifty Midcap 150 TRI
to
Apr 2026May 2025
to
May 2026Jun 2025
to
Jun 2026Aug 2025
to
Aug 2026Sept 2025
to
Sept 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Kotak Nifty Midcap 150 ETF | 7.6 | 22.1 | 43.4 | 23.4 | 3.4 | 0.0 | 0.0 | 7.1% | 7.1% | −5.6% | 17.0% | 3% |
| Kotak Nifty Midcap 150 Index | 8.3 | 27.6 | 38.6 | 24.1 | 1.4 | 0.0 | 0.0 | 6.7% | 6.7% | −5.9% | 16.4% | 0% |
| Nifty Midcap 150 TRI | 6.2 | 21.4 | 44.8 | 23.4 | 4.1 | 0.0 | 0.0 | 7.3% | 7.3% | −5.5% | 17.3% | -- |
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 28-03-2025. Past returns do not promise future returns.
Kotak Nifty Midcap 150 ETF vs Kotak Nifty Midcap 150 Index: 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 28-03-2025 to 30-10-2026: 20 instalments, ₹2,00,000 in all.
| Investment | Invested | Value now | Gain | Return a year |
|---|---|---|---|---|
| Kotak Nifty Midcap 150 ETFKotak Nifty Midcap 150 ETF | ₹2,00,000 | ₹1,97,913 | −₹2,087 | −1.2% |
| Kotak Nifty Midcap 150 IndexKotak Nifty Midcap 150 Index Fund (Direct) | ₹2,00,000 | ₹1,96,859 | −₹3,141 | −1.8% |
Kotak Nifty Midcap 150 ETFKotak Nifty Midcap 150 ETF
Kotak Nifty Midcap 150 IndexKotak Nifty Midcap 150 Index Fund (Direct)
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.
Kotak Nifty Midcap 150 ETF vs Kotak Nifty Midcap 150 Index: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Kotak Nifty Midcap 150 ETF | Kotak Nifty Midcap 150 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | −4.46% | −4.75% |
| Standard deviation | 16.67% | 16.53% |
| Sharpe ratio | -0.58 | -0.60 |
| Sortino ratio | -0.78 | -0.81 |
| Maximum drawdown | −13.9% (30-03-2026) | −14.0% (30-03-2026) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.09% | −0.39% |
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 | Kotak Nifty Midcap 150 ETF | Kotak Nifty Midcap 150 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | +7.34% | +5.59% |
| Standard deviation | 16.28% | 16.28% |
| Sharpe ratio | 0.12 | 0.01 |
| Sortino ratio | 0.16 | 0.02 |
| Maximum drawdown | −13.9% (30-03-2026) | −14.0% (30-03-2026) |
| Beta | 1.00 | 1.00 |
| Alpha | +0.42% | −1.34% |
From daily NAVs, 28-03-2025 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.
Kotak Nifty Midcap 150 ETF
Kotak Nifty Midcap 150 Index Fund (Direct)
Nifty Midcap 150 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Kotak Nifty Midcap 150 ETF | −13.9% | 07-01-2026 | 30-03-2026 | 07-05-2026 | 38 days | −10.5% |
| Kotak Nifty Midcap 150 Index Fund (Direct) | −14.0% | 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 28-03-2025, 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.
Kotak Nifty Midcap 150 ETF
Kotak Nifty Midcap 150 Index Fund (Direct)
Nifty Midcap 150 TRI
Against Nifty Midcap 150 TRI
| Fund | Up capture | Down capture | Tracking error |
|---|---|---|---|
| Kotak Nifty Midcap 150 ETF | 102% | 100% | 0.76% |
| Kotak Nifty Midcap 150 Index Fund (Direct) | 96% | 101% | 1.00% |
From month-end values since 28-03-2025. 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.
Kotak Nifty Midcap 150 ETF vs Kotak Nifty Midcap 150 Index: Portfolio Overlap
From each fund's latest monthly portfolio: Kotak Nifty Midcap 150 ETF, September 2026; Kotak Nifty Midcap 150 Index Fund, September 2026
Holdings in common
- Overlap
- 99.9%
- Held by both
- 150
- Only in Kotak Nifty Midcap 150 ETF
- 0
- Only in Kotak Nifty Midcap 150 Index
- 0
| Security | % of Kotak Nifty Midcap 150 ETF | % of Kotak Nifty Midcap 150 Index |
|---|---|---|
| MULTI COMMODITY EXCHANGE OF INDIA LIMITED | 2.07% | 2.09% |
| FEDERAL BANK LTD. | 1.93% | 1.95% |
| Laurus Labs Ltd | 1.90% | 1.92% |
| One 97 Communications Ltd | 1.78% | 1.80% |
| Hero MotoCorp Ltd. | 1.68% | 1.69% |
| INDIAN HOTELS CO LTD | 1.58% | 1.59% |
| Coforge Limited | 1.50% | 1.52% |
| Bharat Heavy Electricals Ltd. | 1.49% | 1.51% |
| INDUSIND BANK LTD. | 1.46% | 1.48% |
| AU SMALL FINANCE BANK LTD. | 1.45% | 1.46% |
| Persistent Systems Limited | 1.41% | 1.43% |
| Dixon Technologies India Ltd | 1.34% | 1.36% |
| IDFC FIRST BANK LIMITED | 1.33% | 1.35% |
| BHARAT FORGE LTD. | 1.32% | 1.33% |
| GE VERNOVA T&D INDIA LIMITED | 1.28% | 1.29% |
| LENSKART SOLUTIONS LIMITED | 1.24% | 1.25% |
| Life Insurance Corporation Of India | 1.23% | 1.25% |
| Lupin Ltd. | 1.22% | 1.23% |
| Suzlon Energy Ltd. | 1.18% | 1.20% |
| Indus Towers Ltd. | 1.18% | 1.20% |
| Info Edge India Ltd. | 1.16% | 1.18% |
| Aurobindo Pharma Ltd. | 1.14% | 1.15% |
| Ashok Leyland Ltd. | 1.09% | 1.10% |
| FSN E-Commerce Ventures Ltd. | 1.08% | 1.09% |
| MARICO LTD. | 1.03% | 1.04% |
| Fortis Healthcare India Ltd | 0.99% | 1.00% |
| APL Apollo Tubes Ltd | 0.98% | 0.99% |
| United Spirits Ltd | 0.98% | 1.00% |
| ICICI Lombard General Insurance Company Ltd | 0.95% | 0.96% |
| EMBASSY OFFICE PARKS REIT | 0.94% | 0.95% |
| SWIGGY LTD | 0.93% | 0.93% |
| PB Fintech Ltd. | 0.93% | 0.94% |
| REC LTD | 0.92% | 0.93% |
| YES BANK LTD. | 0.91% | 0.92% |
| Max Financial Services Ltd | 0.90% | 0.91% |
| PHOENIX MILLS LTD. | 0.89% | 0.90% |
| SRF LTD. | 0.88% | 0.89% |
| Glenmark Pharmaceuticals Ltd | 0.87% | 0.87% |
| Radico Khaitan Ltd. | 0.84% | 0.85% |
| HINDUSTAN PETROLEUM CORPORATION LTD. | 0.83% | 0.84% |
| MACROTECH DEVELOPERS LTD | 0.83% | 0.84% |
| GMR AIRPORTS LIMITED | 0.81% | 0.82% |
| Apar Industries Ltd. | 0.80% | 0.80% |
| ADITYA BIRLA CAPITAL LTD | 0.80% | 0.81% |
| Alkem Laboratories Ltd. | 0.77% | 0.77% |
| JSW ENERGY LTD. | 0.75% | 0.75% |
| National Aluminium Company Ltd. | 0.75% | 0.76% |
| UPL Ltd | 0.75% | 0.75% |
| Shree Cement Ltd. | 0.74% | 0.75% |
| SUNDARAM FINANCE LTD. | 0.74% | 0.75% |
| VISHAL MEGA MART LIMITED | 0.70% | 0.70% |
| Mphasis Ltd | 0.70% | 0.71% |
| INDIAN BANK | 0.70% | 0.71% |
| MANKIND PHARMA LTD | 0.70% | 0.71% |
| NHPC Ltd. | 0.68% | 0.68% |
| KEI Industries Ltd. | 0.68% | 0.68% |
| 360 ONE WAM LIMITED | 0.67% | 0.67% |
| PIRAMAL FINANCE LTD | 0.66% | 0.66% |
| IPCA Laboratories Ltd. | 0.66% | 0.67% |
| BILLIONBRAINS GARAGE VENTURES LIMITED (GROWW) | 0.65% | 0.65% |
| Steel Authority of India Ltd. | 0.65% | 0.65% |
| NMDC Ltd. | 0.65% | 0.66% |
| BIOCON LTD. | 0.64% | 0.64% |
| Havells India Ltd. | 0.63% | 0.64% |
| LLOYDS METALS AND ENERGY LTD. | 0.63% | 0.64% |
| Prestige Estates Projects Limited | 0.62% | 0.62% |
| Oracle Financial Services Software Ltd | 0.62% | 0.63% |
| MRF Ltd. | 0.62% | 0.63% |
| Tube Investments Of India Ltd. | 0.62% | 0.63% |
| Voltas Ltd. | 0.60% | 0.61% |
| Oil India Limited | 0.60% | 0.61% |
| JINDAL STAINLESS LTD | 0.58% | 0.58% |
| TORRENT POWER LTD | 0.58% | 0.59% |
| Colgate- Palmolive (India) Ltd. | 0.57% | 0.58% |
| WAAREE ENERGIES LIMITED | 0.56% | 0.57% |
| L&T FINANCE LTD | 0.56% | 0.56% |
| Page Industries Ltd | 0.56% | 0.58% |
| Dabur India Ltd. | 0.55% | 0.56% |
| Supreme Industries Limited | 0.55% | 0.55% |
| GODREJ PROPERTIES LIMITED | 0.54% | 0.55% |
| Mahindra & Mahindra Financial Services Ltd. | 0.53% | 0.53% |
| Coromandel International Limited | 0.52% | 0.52% |
| KALYAN JEWELLERS INDIA LTD. | 0.52% | 0.53% |
| Petronet LNG Ltd. | 0.52% | 0.53% |
| Minda Industries Ltd. | 0.52% | 0.53% |
| JK Cement Ltd. | 0.52% | 0.53% |
| JSW INFRASTRUCTURE LIMITED | 0.52% | 0.53% |
| Oberoi Realty Limited | 0.51% | 0.52% |
| MEESHO LTD. | 0.51% | 0.52% |
| TATA COMMUNICATIONS LTD | 0.48% | 0.48% |
| Nippon Life Asset Management Ltd | 0.48% | 0.48% |
| BLUE STAR LTD. | 0.48% | 0.49% |
| Gujarat Fluorochemicals Ltd. | 0.46% | 0.46% |
| Exide Industries Ltd. | 0.46% | 0.47% |
| P I Industries Ltd | 0.46% | 0.47% |
| ASTER DM HEALTHCARE LTD | 0.46% | 0.46% |
| ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD. | 0.45% | 0.46% |
| ITC HOTELS LIMITED | 0.45% | 0.46% |
| HINDUSTAN COPPER LTD. | 0.45% | 0.45% |
| Jubilant Foodworks Limited | 0.44% | 0.45% |
| LG ELECTRONICS INDIA LTD. | 0.43% | 0.44% |
| ICICI Prudential Life Insurance Co. Ltd. | 0.43% | 0.44% |
| SBI CARDS & PAYMENT SERVICES PVT. LTD. | 0.42% | 0.43% |
| Balkrishna Industries Ltd | 0.42% | 0.42% |
| ASTRAL LTD. | 0.41% | 0.42% |
| Ajanta Pharma Ltd. | 0.41% | 0.41% |
| Adani Total Gas Ltd. | 0.41% | 0.41% |
| BANK OF MAHARASHTRA | 0.40% | 0.40% |
| BANK OF INDIA | 0.39% | 0.39% |
| LIC HOUSING FINANCE LTD. | 0.39% | 0.40% |
| MOTILAL OSWAL FINANCIAL SERVICES LIMITED | 0.39% | 0.39% |
| Schaeffler India Ltd | 0.39% | 0.39% |
| Container Corporation of India Ltd. | 0.38% | 0.38% |
| AIA Engineering Limited | 0.37% | 0.37% |
| AUTHUM INVESTMENT & INFRASTRUCTURE LTD. | 0.36% | 0.36% |
| Indian Railway Catering And Tourism Corporation Lt | 0.34% | 0.34% |
| Abbott India Ltd. | 0.34% | 0.35% |
| Dalmia Bharat Limited | 0.33% | 0.33% |
| Linde India Ltd. | 0.33% | 0.33% |
| Thermax Ltd. | 0.32% | 0.33% |
| Berger Paints India Ltd. | 0.32% | 0.32% |
| General Insurance Corporation of India | 0.32% | 0.33% |
| HDB FINANCIAL SERVICES LTD. | 0.32% | 0.33% |
| PREMIER ENERGIES LIMITED | 0.31% | 0.32% |
| Ruchi Soya Industries Ltd. | 0.31% | 0.31% |
| COCHIN SHIPYARD LTD | 0.31% | 0.32% |
| Narayana Hrudalaya Ltd | 0.30% | 0.31% |
| Global Health Ltd. | 0.30% | 0.30% |
| K.P.R. Mill Ltd. | 0.30% | 0.31% |
| Glaxosmithkline Pharma Ltd | 0.28% | 0.29% |
| Rail Vikas Nigam Limited | 0.28% | 0.28% |
| CRISIL Ltd. | 0.27% | 0.27% |
| BHARTI HEXACOM LTD. | 0.26% | 0.27% |
| BHARAT DYNAMICS LTD. | 0.25% | 0.25% |
| ANTHEM BIOSCIENCES LTD | 0.23% | 0.23% |
| NLC India Ltd. (Neyveli Lignite Corporation Ltd.) | 0.23% | 0.24% |
| Endurance Technologies Ltd | 0.23% | 0.23% |
| L&T Technology Services Ltd | 0.22% | 0.22% |
| Escorts Ltd. | 0.22% | 0.22% |
| INDIAN RENEWABLE ENERGY DEVELOPMENT AGENCY LTD. | 0.22% | 0.22% |
| BAJAJ HOUSING FINANCE LTD. | 0.22% | 0.23% |
| HOUSING & URBAN DEVELOPMENT CORPORATION LTD. | 0.21% | 0.21% |
| NTPC GREEN ENERGY LIMITED | 0.21% | 0.22% |
| United Breweries 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% |
| FERTILISERS AND CHEMICALS TRAVANCORE LTD. | 0.12% | 0.12% |
| GODREJ INDUSTRIES LTD | 0.11% | 0.11% |
| INDIAN OVERSEAS BANK | 0.11% | 0.11% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 99.9% means 99.9% 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 Kotak Nifty Midcap 150 ETF
Every holding of this fund is also held by the other.
Largest holdings only in Kotak Nifty Midcap 150 Index Fund
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 | Kotak Nifty Midcap 150 ETF | Kotak Nifty Midcap 150 Index |
|---|---|---|
| Equity | 99.0% | 100.1% |
| Debt | 0.0% | 0.0% |
| Cash and others | 1.0% | -0.1% |
Market cap of stocks
| Market cap | Kotak Nifty Midcap 150 ETF | Kotak Nifty Midcap 150 Index |
|---|---|---|
| Large Cap | 5.7% | 5.8% |
| Mid Cap | 90.7% | 91.7% |
| Small Cap | 2.5% | 2.6% |
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 | Kotak Nifty Midcap 150 ETF | Kotak Nifty Midcap 150 Index |
|---|---|---|
| Pharmaceuticals and Biotechnology | 9.2% | 9.2% |
| Banks | 8.7% | 8.8% |
| Finance | 6.8% | 6.9% |
| Electrical Equipment | 5.9% | 6.0% |
| Retailing | 5.6% | 5.7% |
| Capital Markets | 4.7% | 4.7% |
The six largest sectors of each fund's stocks, % of the fund.
Kotak Nifty Midcap 150 ETF vs Kotak Nifty Midcap 150 Index: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Kotak Nifty Midcap 150 ETF | Kotak Nifty Midcap 150 Index Fund |
|---|---|---|
| Total expense ratio (Direct) | Not available | 0.42% |
| Base expense ratio (Direct) | 0.00% | 0.13% |
| Total expense ratio (Regular) | Not available | 0.90% |
| Base expense ratio (Regular) | 0.08% | 0.53% |
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.
Kotak Nifty Midcap 150 ETF vs Kotak Nifty Midcap 150 Index Fund: Frequently Asked Questions
What is the difference between Kotak Nifty Midcap 150 ETF and Kotak Nifty Midcap 150 Index Fund?
Kotak Nifty Midcap 150 ETF is an ETF fund, Kotak Nifty Midcap 150 Index Fund is an Index fund, run by Kotak Mahindra Mutual Fund. Their portfolios overlap 99.9%. Kotak Nifty Midcap 150 ETF charges 0.18% a year and Kotak Nifty Midcap 150 Index Fund 0.42%.
Which has given higher returns, Kotak Nifty Midcap 150 ETF or Kotak Nifty Midcap 150 Index Fund?
Over 1 year: Kotak Nifty Midcap 150 ETF −4.46%, Kotak Nifty Midcap 150 Index Fund −4.75%. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Kotak Nifty Midcap 150 ETF or Kotak Nifty Midcap 150 Index Fund?
Kotak Nifty Midcap 150 ETF charges less: 0.18% a year against 0.42%. These are the total expense ratios reported to AMFI.
How much do Kotak Nifty Midcap 150 ETF and Kotak Nifty Midcap 150 Index Fund overlap?
99.9%. 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, Kotak Nifty Midcap 150 ETF or Kotak Nifty Midcap 150 Index Fund?
On SEBI's riskometer, Kotak Nifty Midcap 150 ETF is rated Very High and Kotak Nifty Midcap 150 Index Fund Very High. Over 1 years, the standard deviation of daily returns was 16.67% and 16.53% a year.
Can I invest in both Kotak Nifty Midcap 150 ETF and Kotak Nifty Midcap 150 Index Fund?
Yes. 99.9% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Who manages Kotak Nifty Midcap 150 ETF and Kotak Nifty Midcap 150 Index Fund?
Kotak Nifty Midcap 150 ETF: Satish Dondapati, Abhishek Bisen, amp, Jeetu Valechha Sonar. Kotak Nifty Midcap 150 Index Fund: Satish DondapatiFM 2 Mr. Abhishek Bisen, 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.