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

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  • (-2.23%)Nav, as on 20-01-2026

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  • Net Change on 20-01-2026

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  • 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 21.13 25.17 17.73 1.14 4,102.98
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 7.95 22.28 21.07 1.00 3,023.23
Motilal Oswal Nifty 500 Index Fund - Regular Plan Sep 06, 2019 8.01 14.82 14.23 0.88 2,820.64
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Oct 16, 2020 -5.04 18.48 19.56 0.95 2,681.50
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth Oct 23, 2017 13.88 16.88 16.89 0.95 2,415.27

Fund Holdings as on 31-December-2025

  • SHRIRAM FINANCE LIMITED

  • STATE BANK OF INDIA.

  • Hindalco Industries Ltd.

  • Asian Paints(India) Ltd.

  • Maruti Suzuki India Limited

  • BHARTI AIRTEL LTD.

  • Eicher Motors Ltd.

  • BAJAJ FINANCE LTD.

  • TVS Motor Company Ltd.

  • Hero MotoCorp Ltd.

  • Inter Globe Aviation Ltd

  • SBI Life Insurance Company Ltd

  • BSE LTD

  • MUTHOOT FINANCE LTD.

  • AU SMALL FINANCE BANK LTD.

  • FEDERAL BANK LTD.

  • Cummins India Ltd.

  • CANARA BANK

  • L&T FINANCE HOLDINGS LTD

  • One 97 Communications Ltd

  • Ashok Leyland Ltd.

  • CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.

  • ADITYA BIRLA CAPITAL LTD

  • Max Financial Services Ltd

  • Fortis Healthcare India Ltd

  • FSN E-Commerce Ventures Ltd.

  • UPL Ltd

  • INDIAN BANK

  • Triparty Repo

  • GMR AIRPORTS LIMITED

  • Glenmark Pharmaceuticals Ltd

  • TVS MOTOR COMPANY LTD.

  • Net Current Assets/(Liabilities)

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  • Finance - NBFC

  • Automobile Two & Three Wheelers

  • Bank - Public

  • Bank - Private

  • Finance - Others

  • Metal - Non Ferrous

  • Paints

  • Automobiles - Passenger Cars

  • Telecommunication - Service Provider

  • Airlines

  • Insurance

  • Diesel Engines

  • Fintech

  • Automobiles-Trucks/Lcv

  • Hospital & Healthcare Services

  • e-Commerce

  • Pesticides & Agrochemicals

  • Airport Management Services

  • Pharmaceuticals & Drugs

  • Miscellaneous

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Fund Manager

  • Cash

  • Equity

  • Preference Shares

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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 ₹519.13 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 down ₹-0.33(-2.23%)yesterday to ₹14.368.

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