Kotak Nifty 200 Momentum 30 Index Fund - Growth - Regular Plan

Other Plans and Options
  • 0.74 %Nav, as on 12-12-2025

  • Previous Nav

  • Net Change on 12-12-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to provide returns that, before expenses, corresponding tothe total returns of the securities as represented by the underlying index, subject to tracking error.However, there is no assurance that the investment objective of the scheme will be achieved. Thescheme does not assure or guarantee any returns.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
Nifty200 Momentum 30 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth Apr 28, 2020 19.93 23.66 17.65 1.14 4,103.26
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 1.41 21.50 22.99 1.00 2,929.32
Motilal Oswal Nifty 500 Index Fund - Regular Plan Sep 06, 2019 2.24 14.38 16.16 0.88 2,756.56
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Oct 16, 2020 -11.48 17.99 21.78 0.95 2,653.32
Axis Nifty 100 Index Fund - Regular Plan - Growth Option Oct 18, 2019 4.29 12.56 14.32 0.92 2,021.05

Fund Holdings as on 30-November-2025

  • BAJAJ FINANCE LTD.

  • BHARTI AIRTEL LTD.

  • SBI Life Insurance Company Ltd

  • Inter Globe Aviation Ltd

  • Bajaj Finserv Ltd.

  • BSE LTD

  • HDFC BANK LTD.

  • Bharat Electronics Ltd.

  • ICICI BANK LTD.

  • HDFC Life Insurance Company Ltd

  • KOTAK MAHINDRA BANK LTD.

  • Divis Laboratories Ltd.

  • Max Healthcare Institute Ltd.

  • CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.

  • TVS Motor Company Ltd.

  • Max Financial Services Ltd

  • Coforge Limited

  • Persistent Systems Limited

  • One 97 Communications Ltd

  • Solar Industries India Limited

  • SRF LTD.

  • INDIAN HOTELS CO LTD

  • Dixon Technologies India Ltd

  • MUTHOOT FINANCE LTD.

  • SBI CARDS & PAYMENT SERVICES PVT. LTD.

  • Shree Cement Ltd.

  • FSN E-Commerce Ventures Ltd.

  • United Spirits Ltd

  • MAZAGOAN DOCK SHIPBUILDERS LTD.

  • BHARAT DYNAMICS LTD.

  • Triparty Repo

  • TVS MOTOR COMPANY LTD.

  • Net Current Assets/(Liabilities)

View More

  • Bank - Private

  • Finance - NBFC

  • Insurance

  • Finance - Others

  • Defence

  • IT - Software

  • Telecommunication - Service Provider

  • Airlines

  • Finance - Investment

  • Chemicals

  • Pharmaceuticals & Drugs

  • Hospital & Healthcare Services

  • Automobile Two & Three Wheelers

  • Fintech

  • Hotel, Resort & Restaurants

  • Consumer Durables - Electronics

  • Cement & Construction Materials

  • e-Commerce

  • Breweries & Distilleries

  • Ship Building

  • Miscellaneous

View More

Fund Manager

  • Cash

  • Equity

  • Preference Shares

View More

About Kotak Nifty 200 Momentum 30 Index Fund

Scheme Analysis

Kotak Nifty 200 Momentum 30 Index Fund is a Index Funds - Other fund and belongs to Kotak Mahindra Mutual Fund. It was launched on 15-Jun-2023 and currently has an AUM of ₹519.40 crore. Kotak Nifty 200 Momentum 30 Index Fund is benchmarked against NIFTY 50 - TRI as primary index and Nifty200 Momentum 30 - TRI as secondary index.

The NAV of Kotak Nifty 200 Momentum 30 Index Fund ended up ₹0.11(0.74%)yesterday to ₹14.83.

Among its top 3 holdings the fund has exposure to BAJAJ FINANCE LTD., and

The Kotak Nifty 200 Momentum 30 Index Fund is managed by Abhishek Bisen and Devender Singhal.

Fund House Contact

27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051

+91 (22) 66384400
mutual@kotak.com
+91 (22) 66384455