Kotak Nifty500 Momentum 50 Index Fund - Growth - Regular Plan

Other Plans and Options
  • (-1.51%)Nav, as on 19-02-2026

  • Previous Nav

  • Net Change on 19-02-2026

  • 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, corresponds to the total returns of the securities as represented by the underlying index, subject to tracking errors.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
Nifty500 Momentum 50 - 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 16.79 22.32 16.69 1.15 4,236.59
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 20.25 23.60 19.77 1.01 3,004.72
Motilal Oswal Nifty 500 Index Fund - Regular Plan Sep 06, 2019 14.86 16.31 13.42 0.88 2,831.91
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Oct 16, 2020 12.22 19.83 17.89 0.97 2,577.71
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth Oct 23, 2017 17.47 18.45 15.95 0.94 2,416.78

Fund Holdings as on 31-January-2026

  • SHRIRAM FINANCE LIMITED

  • Hindalco Industries Ltd.

  • Eicher Motors Ltd.

  • Mahindra & Mahindra Ltd.

  • BHARTI AIRTEL LTD.

  • BAJAJ FINANCE LTD.

  • Maruti Suzuki India Limited

  • Asian Paints(India) Ltd.

  • TVS Motor Company Ltd.

  • BSE LTD

  • Hero MotoCorp Ltd.

  • Inter Globe Aviation Ltd

  • MULTI COMMODITY EXCHANGE OF INDIA LIMITED

  • MUTHOOT FINANCE LTD.

  • FEDERAL BANK LTD.

  • AU SMALL FINANCE BANK LTD.

  • Laurus Labs Ltd

  • Cummins India Ltd.

  • CANARA BANK

  • L&T FINANCE HOLDINGS LTD

  • CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.

  • One 97 Communications Ltd

  • Max Financial Services Ltd

  • Fortis Healthcare India Ltd

  • ADITYA BIRLA CAPITAL LTD

  • INDIAN BANK

  • FSN E-Commerce Ventures Ltd.

  • GE VERNOVA T&D INDIA LIMITED

  • UPL Ltd

  • GMR AIRPORTS LIMITED

  • Mahindra & Mahindra Financial Services Ltd.

  • Glenmark Pharmaceuticals Ltd

  • KARUR VYSYA BANK LTD.

  • NAVIN FLUORINE INTERNATIONAL LTD.

  • RBL BANK LTD.

  • City Union Bank Ltd.

  • HITACHI ENERGY INDIA LTD.

  • Radico Khaitan Ltd.

  • Manappuram Finance Ltd.

  • Anand Rathi Wealth Ltd.

  • Force Motors Ltd.

  • Asahi India Glass Ltd.

  • India Infoline Ltd

  • ASTER DM HEALTHCARE LTD

  • Net Current Assets/(Liabilities)

  • Narayana Hrudalaya Ltd

  • PTC INDUSTRIES LTD.

  • HBL ENGINEERING LTD.

  • CHOICE INTERNATIONAL LTD

  • SYRMA SGS TECHNOLOGY LTD

  • Gujarat Mineral Development Corporation Ltd.

View More

  • Finance - NBFC

  • Automobile Two & Three Wheelers

  • Automobiles - Passenger Cars

  • Bank - Private

  • Finance - Others

  • Metal - Non Ferrous

  • Telecommunication - Service Provider

  • Paints

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Airlines

  • Finance - Stock Broking

  • Hospital & Healthcare Services

  • Electric Equipment

  • Diesel Engines

  • Fintech

  • e-Commerce

  • Pesticides & Agrochemicals

  • Airport Management Services

  • Chemicals

  • Breweries & Distilleries

  • Automobiles-Trucks/Lcv

  • Glass

  • Miscellaneous

  • Castings/Forgings

  • Batteries

  • Electronics - Components

  • Mining & Minerals

View More

Fund Manager

  • Cash

  • Equity

View More

About Kotak Nifty500 Momentum 50 Index Fund

Scheme Analysis

Kotak Nifty500 Momentum 50 Index Fund is a Index Funds - Other fund and belongs to Kotak Mahindra Mutual Fund. It was launched on 11-Dec-2025 and currently has an AUM of ₹15.19 crore. Kotak Nifty500 Momentum 50 Index Fund is benchmarked against Nifty500 Momentum 50 - TRI as primary index.

The NAV of Kotak Nifty500 Momentum 50 Index Fund ended down ₹-0.15(-1.51%)yesterday to ₹9.843.

Among its top 3 holdings the fund has exposure to SHRIRAM FINANCE LIMITED, and

The Kotak Nifty500 Momentum 50 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