Kotak Nifty Midcap 150 Index Fund vs SBI Nifty Midcap 150 Index Fund
Direct Plan, Growth option · Data as on 30-10-2026
Kotak Nifty Midcap 150 Index Fund is an Index fund and SBI Nifty Midcap 150 Index Fund is a mutual fund. In the year to 30-10-2026, Kotak Nifty Midcap 150 Index Fund (Direct) returned −4.8% and SBI Nifty Midcap 150 Index Fund (Direct) returned −4.6%. Kotak Nifty Midcap 150 Index Fund charges 0.42% a year and SBI Nifty Midcap 150 Index Fund 0.52% (Direct plans). Their portfolios overlap 100.1%: they hold 150 of the same securities.
Kotak Nifty Midcap 150 Index Fund
Index
- 1 year return
- −4.8%
- Expense ratio
- 0.42%
- NAV
- ₹10.83
SBI Nifty Midcap 150 Index Fund
- 1 year return
- −4.6%
- Expense ratio
- 0.52%
- NAV
- ₹18.36
Which is better, Kotak Nifty Midcap 150 Index or SBI 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.
- SBI Nifty Midcap 150 Index returned more over 1 year: −4.6% against −4.8%.
- Kotak Nifty Midcap 150 Index costs less: 0.42% a year against 0.52% (Direct plans).
- SBI Nifty Midcap 150 Index fell less in its worst fall since 28-03-2025: −14.0% against −14.0%.
- SBI Nifty Midcap 150 Index is the larger fund: ₹1,240 Cr against ₹46 Cr.
- Their portfolios overlap 100.1%: 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 Index Fund | SBI Nifty Midcap 150 Index Fund |
|---|---|---|
| Fund house | Kotak Mahindra Mutual Fund | SBI Mutual Fund |
| Category | Index | Not available |
| AUM | ₹46 Cr (30-09-2026) | ₹1,240 Cr (30-09-2026) |
| NAV | ₹10.83 (Direct) | ₹18.36 (Direct) |
| Expense ratio (Direct) | 0.42% | 0.52% |
| Expense ratio (Regular) | 0.90% | 0.94% |
| Riskometer | Very High | Not available |
| Benchmark | Nifty Midcap 150 TRI | Not available |
| Launch date | 21-03-2025 | Not available |
| Minimum investment | ₹100 | Not available |
| Lock in | None | Not available |
| Fund managers | Satish DondapatiFM 2 Mr. Abhishek Bisen, Jeetu Valechha Sonar | Not available |
| Exit load | Nil | Not available |
Kotak Nifty Midcap 150 Index vs SBI 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 Index Fund (Direct) | −3.71% | −8.51% | −4.06% | −4.75% | -- | -- | -- |
| SBI Nifty Midcap 150 Index Fund (Direct) | −3.70% | −8.53% | −4.05% | −4.64% | +13.36% | -- | -- |
Kotak Nifty Midcap 150 Index vs SBI Nifty Midcap 150 Index: Year-wise Returns
| Year | KotakKotak Nifty Midcap 150 Index | SBISBI Nifty Midcap 150 Index | Nifty Midcap 150 TRI |
|---|---|---|---|
| 2026to date | −5.26% | −5.18% | −4.97% |
| 2025 | -- | +5.52% | +5.98% |
| 2024 | -- | +23.88% | +24.46% |
| 2023 | -- | +43.91% | +44.61% |
Kotak Nifty Midcap 150 Index vs SBI 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 Index Fund (Direct)
SBI 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 Index | 8.3 | 27.6 | 38.6 | 24.1 | 1.4 | 0.0 | 0.0 | 6.7% | 6.7% | −5.9% | 16.4% | 0% |
| SBI Nifty Midcap 150 Index | 7.5 | 26.0 | 40.4 | 22.6 | 3.4 | 0.0 | 0.0 | 6.9% | 7.0% | −5.8% | 16.8% | 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 Index vs SBI 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 IndexKotak Nifty Midcap 150 Index Fund (Direct) | ₹2,00,000 | ₹1,96,859 | −₹3,141 | −1.8% |
| SBI Nifty Midcap 150 IndexSBI Nifty Midcap 150 Index Fund (Direct) | ₹2,00,000 | ₹1,98,155 | −₹1,845 | −1.1% |
Kotak Nifty Midcap 150 IndexKotak Nifty Midcap 150 Index Fund (Direct)
SBI Nifty Midcap 150 IndexSBI 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 Index vs SBI 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 Index Fund (Direct) | SBI Nifty Midcap 150 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | −4.75% | −4.64% |
| Standard deviation | 16.53% | 16.55% |
| Sharpe ratio | -0.60 | -0.60 |
| Sortino ratio | -0.81 | -0.80 |
| Maximum drawdown | −14.0% (30-03-2026) | −14.0% (30-03-2026) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.39% | −0.27% |
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 Index Fund (Direct) | SBI Nifty Midcap 150 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | +5.59% | +16.01% |
| Standard deviation | 16.28% | 15.75% |
| Sharpe ratio | 0.01 | 0.62 |
| Sortino ratio | 0.02 | 0.83 |
| Maximum drawdown | −14.0% (30-03-2026) | −21.1% (28-02-2025) |
| Beta | 1.00 | 1.00 |
| Alpha | −1.34% | −0.49% |
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 Index Fund (Direct)
SBI 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 Index Fund (Direct) | −14.0% | 07-01-2026 | 30-03-2026 | 07-05-2026 | 38 days | −10.5% |
| SBI Nifty Midcap 150 Index Fund (Direct) | −14.0% | 07-01-2026 | 30-03-2026 | 07-05-2026 | 38 days | −10.6% |
| 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 Index Fund (Direct)
SBI 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 Index Fund (Direct) | 96% | 101% | 1.00% |
| SBI Nifty Midcap 150 Index Fund (Direct) | 99% | 101% | 0.05% |
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 Index vs SBI Nifty Midcap 150 Index: Portfolio Overlap
From each fund's latest monthly portfolio: Kotak Nifty Midcap 150 Index Fund, September 2026; SBI Nifty Midcap 150 Index Fund, September 2026
Holdings in common
- Overlap
- 100.1%
- Held by both
- 150
- Only in Kotak Nifty Midcap 150 Index
- 0
- Only in SBI Nifty Midcap 150 Index
- 0
| Security | % of Kotak Nifty Midcap 150 Index | % of SBI Nifty Midcap 150 Index |
|---|---|---|
| MULTI COMMODITY EXCHANGE OF INDIA LIMITED | 2.09% | 2.08% |
| FEDERAL BANK LTD. | 1.95% | 1.93% |
| Laurus Labs Ltd | 1.92% | 1.90% |
| One 97 Communications Ltd | 1.80% | 1.78% |
| Hero MotoCorp Ltd. | 1.69% | 1.68% |
| INDIAN HOTELS CO LTD | 1.59% | 1.58% |
| Coforge Limited | 1.52% | 1.50% |
| Bharat Heavy Electricals Ltd. | 1.51% | 1.49% |
| INDUSIND BANK LTD. | 1.48% | 1.46% |
| AU SMALL FINANCE BANK LTD. | 1.46% | 1.45% |
| Persistent Systems Limited | 1.43% | 1.42% |
| Dixon Technologies India Ltd | 1.36% | 1.34% |
| IDFC FIRST BANK LIMITED | 1.35% | 1.33% |
| BHARAT FORGE LTD. | 1.33% | 1.32% |
| GE VERNOVA T&D INDIA LIMITED | 1.29% | 1.28% |
| Life Insurance Corporation Of India | 1.25% | 1.24% |
| LENSKART SOLUTIONS LIMITED | 1.25% | 1.24% |
| Lupin Ltd. | 1.23% | 1.22% |
| Suzlon Energy Ltd. | 1.20% | 1.18% |
| Indus Towers Ltd. | 1.20% | 1.18% |
| Info Edge India Ltd. | 1.18% | 1.16% |
| Aurobindo Pharma Ltd. | 1.15% | 1.14% |
| Ashok Leyland Ltd. | 1.10% | 1.09% |
| FSN E-Commerce Ventures Ltd. | 1.09% | 1.08% |
| MARICO LTD. | 1.04% | 1.03% |
| Fortis Healthcare India Ltd | 1.00% | 0.99% |
| United Spirits Ltd | 1.00% | 0.99% |
| APL Apollo Tubes Ltd | 0.99% | 0.98% |
| ICICI Lombard General Insurance Company Ltd | 0.96% | 0.95% |
| EMBASSY OFFICE PARKS REIT | 0.95% | 0.94% |
| PB Fintech Ltd. | 0.94% | 0.93% |
| SWIGGY LTD | 0.93% | 0.93% |
| REC LTD | 0.93% | 0.92% |
| YES BANK LTD. | 0.92% | 0.91% |
| Max Financial Services Ltd | 0.91% | 0.90% |
| PHOENIX MILLS LTD. | 0.90% | 0.89% |
| SRF LTD. | 0.89% | 0.89% |
| Glenmark Pharmaceuticals Ltd | 0.87% | 0.87% |
| Radico Khaitan Ltd. | 0.85% | 0.84% |
| HINDUSTAN PETROLEUM CORPORATION LTD. | 0.84% | 0.83% |
| MACROTECH DEVELOPERS LTD | 0.84% | 0.83% |
| GMR AIRPORTS LIMITED | 0.82% | 0.81% |
| ADITYA BIRLA CAPITAL LTD | 0.81% | 0.80% |
| Apar Industries Ltd. | 0.80% | 0.80% |
| Alkem Laboratories Ltd. | 0.77% | 0.77% |
| National Aluminium Company Ltd. | 0.76% | 0.75% |
| JSW ENERGY LTD. | 0.75% | 0.75% |
| UPL Ltd | 0.75% | 0.75% |
| Shree Cement Ltd. | 0.75% | 0.74% |
| SUNDARAM FINANCE LTD. | 0.75% | 0.74% |
| Mphasis Ltd | 0.71% | 0.70% |
| INDIAN BANK | 0.71% | 0.70% |
| MANKIND PHARMA LTD | 0.71% | 0.70% |
| VISHAL MEGA MART LIMITED | 0.70% | 0.70% |
| NHPC Ltd. | 0.68% | 0.68% |
| KEI Industries Ltd. | 0.68% | 0.68% |
| 360 ONE WAM LIMITED | 0.67% | 0.67% |
| IPCA Laboratories Ltd. | 0.67% | 0.66% |
| PIRAMAL FINANCE LTD | 0.66% | 0.66% |
| NMDC Ltd. | 0.66% | 0.65% |
| BILLIONBRAINS GARAGE VENTURES LIMITED (GROWW) | 0.65% | 0.65% |
| Steel Authority of India Ltd. | 0.65% | 0.65% |
| LLOYDS METALS AND ENERGY LTD. | 0.64% | 0.64% |
| BIOCON LTD. | 0.64% | 0.64% |
| Havells India Ltd. | 0.64% | 0.63% |
| Oracle Financial Services Software Ltd | 0.63% | 0.63% |
| MRF Ltd. | 0.63% | 0.63% |
| Tube Investments Of India Ltd. | 0.63% | 0.62% |
| Prestige Estates Projects Limited | 0.62% | 0.62% |
| Voltas Ltd. | 0.61% | 0.60% |
| Oil India Limited | 0.61% | 0.60% |
| TORRENT POWER LTD | 0.59% | 0.58% |
| JINDAL STAINLESS LTD | 0.58% | 0.58% |
| Colgate- Palmolive (India) Ltd. | 0.58% | 0.57% |
| Page Industries Ltd | 0.58% | 0.57% |
| WAAREE ENERGIES LIMITED | 0.57% | 0.56% |
| L&T FINANCE LTD | 0.56% | 0.56% |
| Dabur India Ltd. | 0.56% | 0.55% |
| Supreme Industries Limited | 0.55% | 0.55% |
| GODREJ PROPERTIES LIMITED | 0.55% | 0.54% |
| Petronet LNG Ltd. | 0.53% | 0.53% |
| Mahindra & Mahindra Financial Services Ltd. | 0.53% | 0.53% |
| KALYAN JEWELLERS INDIA LTD. | 0.53% | 0.52% |
| Minda Industries Ltd. | 0.53% | 0.52% |
| JK Cement Ltd. | 0.53% | 0.52% |
| JSW INFRASTRUCTURE LIMITED | 0.53% | 0.52% |
| Coromandel International Limited | 0.52% | 0.52% |
| Oberoi Realty Limited | 0.52% | 0.51% |
| MEESHO LTD. | 0.52% | 0.51% |
| BLUE STAR LTD. | 0.49% | 0.49% |
| TATA COMMUNICATIONS LTD | 0.48% | 0.48% |
| Nippon Life Asset Management Ltd | 0.48% | 0.48% |
| Exide Industries Ltd. | 0.47% | 0.46% |
| P I Industries Ltd | 0.47% | 0.46% |
| Gujarat Fluorochemicals Ltd. | 0.46% | 0.46% |
| ASTER DM HEALTHCARE LTD | 0.46% | 0.46% |
| ICICI PRUDENTIAL ASSET MANAGEMENT COMPANY LTD. | 0.46% | 0.45% |
| ITC HOTELS LIMITED | 0.46% | 0.45% |
| HINDUSTAN COPPER LTD. | 0.45% | 0.45% |
| Jubilant Foodworks Limited | 0.45% | 0.44% |
| LG ELECTRONICS INDIA LTD. | 0.44% | 0.43% |
| ICICI Prudential Life Insurance Co. Ltd. | 0.44% | 0.43% |
| SBI CARDS & PAYMENT SERVICES PVT. LTD. | 0.43% | 0.42% |
| Balkrishna Industries Ltd | 0.42% | 0.42% |
| ASTRAL LTD. | 0.42% | 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. | 0.40% | 0.39% |
| BANK OF INDIA | 0.39% | 0.39% |
| 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% |
| Abbott India Ltd. | 0.35% | 0.35% |
| Indian Railway Catering And Tourism Corporation Lt | 0.34% | 0.34% |
| Dalmia Bharat Limited | 0.33% | 0.33% |
| Linde India Ltd. | 0.33% | 0.33% |
| HDB FINANCIAL SERVICES LTD. | 0.33% | 0.33% |
| Thermax Ltd. | 0.33% | 0.32% |
| General Insurance Corporation of India | 0.33% | 0.32% |
| Berger Paints India Ltd. | 0.32% | 0.32% |
| PREMIER ENERGIES LIMITED | 0.32% | 0.31% |
| COCHIN SHIPYARD LTD | 0.32% | 0.31% |
| Narayana Hrudalaya Ltd | 0.31% | 0.31% |
| Ruchi Soya Industries Ltd. | 0.31% | 0.31% |
| K.P.R. Mill Ltd. | 0.31% | 0.30% |
| Global Health Ltd. | 0.30% | 0.30% |
| Glaxosmithkline Pharma Ltd | 0.29% | 0.28% |
| Rail Vikas Nigam Limited | 0.28% | 0.28% |
| CRISIL Ltd. | 0.27% | 0.27% |
| BHARTI HEXACOM LTD. | 0.27% | 0.26% |
| BHARAT DYNAMICS LTD. | 0.25% | 0.25% |
| NLC India Ltd. (Neyveli Lignite Corporation Ltd.) | 0.24% | 0.23% |
| ANTHEM BIOSCIENCES LTD | 0.23% | 0.23% |
| Endurance Technologies Ltd | 0.23% | 0.23% |
| BAJAJ HOUSING FINANCE LTD. | 0.23% | 0.22% |
| 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% |
| NTPC GREEN ENERGY LIMITED | 0.22% | 0.21% |
| HOUSING & URBAN DEVELOPMENT CORPORATION LTD. | 0.21% | 0.21% |
| 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. 100.1% means 100.1% 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 Index Fund
Every holding of this fund is also held by the other.
Largest holdings only in SBI 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 Index | SBI Nifty Midcap 150 Index |
|---|---|---|
| Equity | 100.1% | 99.1% |
| Debt | 0.0% | 0.0% |
| Cash and others | -0.1% | 0.9% |
Market cap of stocks
| Market cap | Kotak Nifty Midcap 150 Index | SBI Nifty Midcap 150 Index |
|---|---|---|
| Large Cap | 5.8% | 5.7% |
| Mid Cap | 91.7% | 90.9% |
| Small Cap | 2.6% | 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 | Kotak Nifty Midcap 150 Index | SBI Nifty Midcap 150 Index |
|---|---|---|
| Pharmaceuticals and Biotechnology | 9.2% | 0.0% |
| Pharmaceuticals & Biotechnology | 0.0% | 9.2% |
| Banks | 8.8% | 8.7% |
| Finance | 6.9% | 6.8% |
| Electrical Equipment | 6.0% | 5.9% |
| Retailing | 5.7% | 5.6% |
| Capital Markets | 4.7% | 4.7% |
The six largest sectors of each fund's stocks, % of the fund.
Kotak Nifty Midcap 150 Index vs SBI Nifty Midcap 150 Index: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Kotak Nifty Midcap 150 Index Fund | SBI Nifty Midcap 150 Index Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.42% | 0.52% |
| Base expense ratio (Direct) | 0.13% | 0.34% |
| Total expense ratio (Regular) | 0.90% | 0.94% |
| Base expense ratio (Regular) | 0.53% | 0.70% |
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 Index Fund vs SBI Nifty Midcap 150 Index Fund: Frequently Asked Questions
What is the difference between Kotak Nifty Midcap 150 Index Fund and SBI Nifty Midcap 150 Index Fund?
Kotak Nifty Midcap 150 Index Fund is an Index fund, SBI Nifty Midcap 150 Index Fund is a mutual fund, run by Kotak Mahindra Mutual Fund and SBI Mutual Fund. Their portfolios overlap 100.1%. Kotak Nifty Midcap 150 Index Fund charges 0.42% a year and SBI Nifty Midcap 150 Index Fund 0.52%.
Which has given higher returns, Kotak Nifty Midcap 150 Index Fund or SBI Nifty Midcap 150 Index Fund?
Over 1 year: Kotak Nifty Midcap 150 Index Fund −4.75%, SBI Nifty Midcap 150 Index Fund −4.64%. As on 30-10-2026. Past returns do not promise future returns.
Which has the lower expense ratio, Kotak Nifty Midcap 150 Index Fund or SBI Nifty Midcap 150 Index Fund?
Kotak Nifty Midcap 150 Index Fund charges less: 0.42% a year against 0.52%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Kotak Nifty Midcap 150 Index Fund and SBI Nifty Midcap 150 Index Fund overlap?
100.1%. They hold 150 of the same securities, the largest shared ones being MCX, FEDERALBNK, LAURUSLABS. From each fund's latest monthly portfolio.
Can I invest in both Kotak Nifty Midcap 150 Index Fund and SBI Nifty Midcap 150 Index Fund?
Yes. 100.1% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
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.