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

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  • 0.97 %Nav, as on 09-10-2025

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  • Net Change on 09-10-2025

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Fund Overview IDCW | 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

Fund Holdings as on 30-September-2025

  • BAJAJ FINANCE LTD.

  • Bajaj Finserv Ltd.

  • Bharat Electronics Ltd.

  • Inter Globe Aviation Ltd

  • SBI Life Insurance Company Ltd

  • HDFC Life Insurance Company Ltd

  • HDFC BANK LTD.

  • BHARTI AIRTEL LTD.

  • ICICI BANK LTD.

  • KOTAK MAHINDRA BANK LTD.

  • Max Healthcare Institute Ltd.

  • Divis Laboratories Ltd.

  • BSE LTD

  • TVS Motor Company Ltd.

  • CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.

  • Max Financial Services Ltd

  • Solar Industries India Limited

  • Coforge Limited

  • One 97 Communications Ltd

  • SRF LTD.

  • Persistent Systems Limited

  • Dixon Technologies India Ltd

  • INDIAN HOTELS CO LTD

  • SBI CARDS & PAYMENT SERVICES PVT. LTD.

  • Shree Cement Ltd.

  • MUTHOOT FINANCE LTD.

  • United Spirits Ltd

  • FSN E-Commerce Ventures Ltd.

  • MAZAGOAN DOCK SHIPBUILDERS LTD.

  • BHARAT DYNAMICS LTD.

  • Triparty Repo

  • TVS Motor Company Ltd.

  • Net Current Assets/(Liabilities)

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  • Bank - Private

  • Finance - NBFC

  • Insurance

  • Finance - Others

  • Defence

  • Finance - Investment

  • Airlines

  • Telecommunication - Service Provider

  • Chemicals

  • IT - Software

  • Hospital & Healthcare Services

  • Pharmaceuticals & Drugs

  • Automobile Two & Three Wheelers

  • Fintech

  • Consumer Durables - Electronics

  • Hotel, Resort & Restaurants

  • Cement & Construction Materials

  • Breweries & Distilleries

  • e-Commerce

  • Ship Building

  • 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 ₹493.79 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 ₹0.14(0.97%)yesterday to ₹14.643.

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