Kotak Nifty 200 Momentum 30 Index Fund -Regular Plan-Growth
Kotak Mahindra Asset Management Co Ltd
₹13.73 (+1.23%)
NAV as of 9 Oct 2026
Minimum Investment: ₹100
Return
-6.22% Returns for 1Y
Expense ratio & Others
- Net expense ratio
- 0.86%
- Exit load
- 0%
- Lock-in
- No
- Minimum investment
- ₹100
- Category
- Index Funds
Expense ratio is inclusive of GST. Returns may be taxed based on the fund type and your holding period — please read the scheme-related documents and consult a tax advisor. Figures are historical and do not guarantee future results.
Fund Returns Estimator
One-time investment
₹1,000
6 months
₹978
Invested ₹1,000
▼-2.17%1 year
₹938
Invested ₹1,000
▼-6.22%3 years
₹1,084
Invested ₹1,000
▲+8.36%
Based on the fund’s historic trailing returns — a planning illustration, not a guarantee of future results.
Invest One-TimePlan it your way
The figures above are fixed to this fund’s past returns over set periods. Use a calculator to set your own amount, tenure and expected rate of return.
Risk level
Riskometer scale
- Low
- Low to Moderate
- Moderate
- Moderate to High
- High
- Very HighThis fund
Riskometer level assigned by the fund house as per SEBI norms. It can change as the scheme’s portfolio changes.
Fund benchmark
| Primary Index Name | — |
|---|---|
| Secondary Index Name | — |
| Index Name | Nifty 200 Momentum 30 TR INR |
| Weighting | 100% |
Returns
| 1Y | 3Y | 5Y | 10Y | |
|---|---|---|---|---|
| Fund returns (%) | -6.22% | +8.36% | — | — |
| Cumulative returns (%) | -6.22% | +27.24% | — | — |
Fund Manager
| Manager | Jeetu Sonar |
|---|---|
| Role | Manager |
| Manager Tenure | 0.56 yrs |
About Fund
| Date of Incorporation | 20 Jun 2023 |
|---|---|
| Fund House | Kotak Mahindra Asset Management Co Ltd |
| Custodian | Standard Chartered Bank |
| Registrar / Transfer Agent | Kotak Mahindra Asset Management Co Ltd |
| Address | Standard Chartered Bank,1095 Avenue of the Americas,New York, NY 10036,USA |
Top Holdings
| Company | Weightage (%) |
|---|---|
| Laurus Labs Ltd | 5.95% |
| Multi Commodity Exchange of India Ltd | 5.86% |
| Shriram Finance Ltd | 5.33% |
| SBI Life Insurance Co Ltd | 5.17% |
| InterGlobe Aviation Ltd | 5.11% |
| Hindalco Industries Ltd | 5.09% |
| Bajaj Finserv Ltd | 5.08% |
| State Bank of India | 5.06% |
| HDFC Bank Ltd | 4.96% |
| Bharat Electronics Ltd | 4.95% |
| Eicher Motors Ltd | 4.92% |
| Asian Paints Ltd | 4.88% |
| Kotak Mahindra Bank Ltd | 4.79% |
| ICICI Bank Ltd | 4.75% |
| HDFC Life Insurance Co Ltd | 4.75% |
| Tata Steel Ltd | 4.75% |
| BSE Ltd | 4.71% |
| Bajaj Finance Ltd | 4.55% |
| Cummins India Ltd | 4.50% |
| NTPC Ltd | 4.49% |
| Bharti Airtel Ltd | 4.38% |
| GE Vernova T&D India Ltd | 4.31% |
| Vedanta Ltd | 4.30% |
| Hero MotoCorp Ltd | 4.25% |
| Adani Power Ltd | 4.22% |
| TVS Motor Co Ltd | 4.07% |
| Maruti Suzuki India Ltd | 3.97% |
Investment Strategy
The investment objective of the scheme is to provide returns that, before expenses, corresponding to the 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. The scheme does not assure or guarantee any returns.
Long term capital growth
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. The data shown is for information only and does not constitute investment advice.