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

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  • 1.05 %Nav, as on 21-07-2025

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  • Net Change on 21-07-2025

  • 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 Nifty 500 Index Fund - Regular Plan Sep 06, 2019 0.42 18.40 20.99 0.88 2,467.95
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 2.48 26.26 29.73 1.00 2,459.71
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth Oct 23, 2017 0.09 19.29 23.59 0.05 2,226.58
Axis Nifty 100 Index Fund - Regular Plan - Growth Option Oct 18, 2019 -0.37 15.80 18.34 0.92 1,948.53
Motilal Oswal Nifty Smallcap 250 Index - Regular Plan Sep 06, 2019 1.37 27.46 32.34 1.04 978.30

Fund Holdings as on 30-June-2025

  • Inter Globe Aviation Ltd

  • Bharat Electronics Ltd.

  • HDFC Life Insurance Company Ltd

  • BHARTI AIRTEL LTD.

  • Bajaj Finserv Ltd.

  • ICICI BANK LTD.

  • HDFC BANK LTD.

  • BAJAJ FINANCE LTD.

  • BSE LTD

  • SBI Life Insurance Company Ltd

  • KOTAK MAHINDRA BANK LTD.

  • Max Healthcare Institute Ltd.

  • Divis Laboratories Ltd.

  • Max Financial Services Ltd

  • CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.

  • Solar Industries India Limited

  • TVS Motor Company Ltd.

  • Coforge Limited

  • Persistent Systems Limited

  • SRF LTD.

  • Triparty Repo

  • INDIAN HOTELS CO LTD

  • SBI CARDS & PAYMENT SERVICES PVT. LTD.

  • Dixon Technologies India Ltd

  • Shree Cement Ltd.

  • One 97 Communications Ltd

  • MAZAGOAN DOCK SHIPBUILDERS LTD.

  • United Spirits Ltd

  • MUTHOOT FINANCE LTD.

  • FSN E-Commerce Ventures Ltd.

  • BHARAT DYNAMICS LTD.

  • Net Current Assets/(Liabilities)

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  • Bank - Private

  • Finance - NBFC

  • Insurance

  • Finance - Others

  • Defence

  • Chemicals

  • IT - Software

  • Airlines

  • Finance - Investment

  • Telecommunication - Service Provider

  • Hospital & Healthcare Services

  • Pharmaceuticals & Drugs

  • Automobile Two & Three Wheelers

  • Hotel, Resort & Restaurants

  • Consumer Durables - Electronics

  • Cement & Construction Materials

  • Fintech

  • Ship Building

  • Breweries & Distilleries

  • e-Commerce

  • Miscellaneous

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Fund Manager

  • Cash

  • Equity

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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 ₹483.88 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 ₹0.15(1.05%)yesterday to ₹14.648.

Among its top 3 holdings the fund has exposure to Inter Globe Aviation 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