Kotak Nifty500 Momentum 50 Index Fund - Growth - Regular Plan

Other Plans and Options
  • 0.19 %Nav, as on 20-03-2026

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  • Net Change on 20-03-2026

  • 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.)
UTI Nifty200 Momentum 30 Index Fund - Regular Plan - Growth Option Mar 10, 2021 0.88 16.38 14.41 0.90 8,711.89
Motilal Oswal S&P 500 Index Fund - Regular Plan Growth Apr 28, 2020 24.08 23.17 16.24 1.15 4,055.83
Motilal Oswal Nifty Midcap 150 Index Fund - Regular Plan Sep 06, 2019 6.45 21.19 17.50 1.00 3,134.77
Motilal Oswal Nifty 500 Index Fund - Regular Plan Sep 06, 2019 1.35 14.17 11.54 0.94 2,897.80
Nippon India Nifty Smallcap 250 Index Fund - Regular Plan - Growth Option Oct 16, 2020 -1.90 17.98 15.41 0.97 2,752.94

Fund Holdings as on 28-February-2026

  • SHRIRAM FINANCE LIMITED

  • Eicher Motors Ltd.

  • BAJAJ FINANCE LTD.

  • Mahindra & Mahindra Ltd.

  • Hindalco Industries Ltd.

  • Maruti Suzuki India Limited

  • BHARTI AIRTEL LTD.

  • Asian Paints(India) Ltd.

  • TVS Motor Company Ltd.

  • Hero MotoCorp Ltd.

  • Inter Globe Aviation Ltd

  • BSE LTD

  • MULTI COMMODITY EXCHANGE OF INDIA LIMITED

  • FEDERAL BANK LTD.

  • Cummins India Ltd.

  • AU SMALL FINANCE BANK LTD.

  • Laurus Labs Ltd

  • MUTHOOT FINANCE LTD.

  • CANARA BANK

  • CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.

  • L&T FINANCE HOLDINGS LTD

  • Max Financial Services Ltd

  • Fortis Healthcare India Ltd

  • One 97 Communications Ltd

  • GE VERNOVA T&D INDIA LIMITED

  • INDIAN BANK

  • FSN E-Commerce Ventures Ltd.

  • ADITYA BIRLA CAPITAL LTD

  • GMR AIRPORTS LIMITED

  • UPL Ltd

  • Glenmark Pharmaceuticals Ltd

  • KARUR VYSYA BANK LTD.

  • Mahindra & Mahindra Financial Services Ltd.

  • RBL BANK LTD.

  • NAVIN FLUORINE INTERNATIONAL LTD.

  • HITACHI ENERGY INDIA LTD.

  • City Union Bank Ltd.

  • Manappuram Finance Ltd.

  • Radico Khaitan Ltd.

  • Force Motors Ltd.

  • Anand Rathi Wealth Ltd.

  • ASTER DM HEALTHCARE LTD

  • Net Current Assets/(Liabilities)

  • Asahi India Glass Ltd.

  • Narayana Hrudalaya Ltd

  • India Infoline Ltd

  • PTC INDUSTRIES LTD.

  • HBL ENGINEERING LTD.

  • SYRMA SGS TECHNOLOGY LTD

  • CHOICE INTERNATIONAL LTD

  • Gujarat Mineral Development Corporation Ltd.

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  • 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

  • Electric Equipment

  • Hospital & Healthcare Services

  • Diesel Engines

  • Fintech

  • e-Commerce

  • Airport Management Services

  • Pesticides & Agrochemicals

  • Chemicals

  • Breweries & Distilleries

  • Automobiles-Trucks/Lcv

  • Miscellaneous

  • Glass

  • Castings/Forgings

  • Batteries

  • Electronics - Components

  • Mining & Minerals

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Fund Manager

  • Cash

  • Equity

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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 ₹17.04 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 up ₹0.02(0.19%)yesterday to ₹9.004.

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 Satish Dondapati.

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