Kotak Nifty 200 Momentum 30 Index Fund Regular Growth
- Index Funds
- Index Funds
- Very High Risk
Rating:
Key Metrics
Aum
₹575.29 Cr
Expense Ratio
0.68%
Exit Load
0.00%
Min. Investment
₹100.00
Min. SIP
₹100.00
Launch Date
20 Jun 2023
CAGR Returns
| Period | Absolute(%) | Annualised(%) |
|---|---|---|
| 1 Month | +0.67% | -- |
| 3 Months | -0.57% | -- |
| 6 Months | +0.07% | -- |
| 1 Year | +2.4% | +2.4% |
| 2 Years | -- | -5.18% |
| 3 Years | +40.8% | +12.08% |
| 5 Years | -- | 0% |
| Since Launch | +43.61% | +12.26% |
Holdings as on 7 Aug 2026
| Name | Value (₹Cr) | Holding % |
|---|---|---|
| Shriram Finance | 29.23 | 5.08 |
| Cummins India | 29.11 | 5.06 |
| NTPC | 28.55 | 4.96 |
| Multi Commodity Exchange Of India | 28.55 | 4.96 |
| BSE | 28.42 | 4.94 |
| Tata Steel | 28.26 | 4.91 |
| Hindalco Industries | 27.99 | 4.87 |
| GE Vernova T&D India | 27.97 | 4.86 |
| Adani Power | 27.83 | 4.84 |
| Laurus Labs | 27.54 | 4.79 |
Morning Star Rating
Rating:
Risk
Return
Risk & Volitility
0.39
Sharpe Ratio
19.85%
Std. Deviation
--
Tracking Error
--
Alpha
--
Beta
Peer Comparison
| Fund Name | 1Y | 3Y | 5Y |
|---|---|---|---|
| Kotak Nifty 200 Momentum 30 Index Fund Regular Growth | +2.4% | +12.08% | -- |
| ICICI Prudential Nifty 200 Momentum 30 Index Fund Regular Growth | +2.12% | +11.71% | -- |
| Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Regular Growth | +1.03% | -- | -- |
| Bandhan Nifty Alpha 50 Index Fund Regular Growth | +8.44% | -- | -- |
| UTI Nifty200 Quality 30 Index Fund Regular Growth | +4.26% | -- | -- |
Results are calculated on CAGR basis
About Fund
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.
The Kotak Nifty 200 Momentum 30 Index Fund Regular Growth has an AUM of 575.29 crores & has delivered CAGR of 0.00 in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.68%. The minimum investment in Kotak Nifty 200 Momentum 30 Index Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.
As per morningstar the risk & return rating of the fund are Medium & High respectively.
The fund has a present cash holding of %. The top holdings of the fund include Shriram Finance, Cummins India, NTPC, Multi Commodity Exchange Of India.
The major sectors where the fund is invested are Electronic Instr. & Controls, Electric Utilities, Metal Mining, Investment Services.
Some of the similar funds are Kotak Nifty 200 Momentum 30 Index Fund Regular Growth, ICICI Prudential Nifty 200 Momentum 30 Index Fund Regular Growth, Edelweiss Nifty500 Multicap Momentum Quality 50 Index Fund Regular Growth, Bandhan Nifty Alpha 50 Index Fund Regular Growth, UTI Nifty200 Quality 30 Index Fund Regular Growth. Kotak Nifty 200 Momentum 30 Index Fund Regular Growth has a sharpe ratio of 0.39 & a standard deviation of 19.85%.
FAQs
According to the morning star rating Kotak Nifty 200 Momentum 30 Index Fund Regular Growth has a Medium risk & High return.
Kotak Nifty 200 Momentum 30 Index Fund Regular Growth is managed by Abhishek Bisen,Satish Dondapati,Jeetu Sonar.
The expense ratio of Kotak Nifty 200 Momentum 30 Index Fund Regular Growth is 0.68%.
The 5 year annualized return on Kotak Nifty 200 Momentum 30 Index Fund Regular Growth is 0.00% & it has generated 2.40% in the last 1 year.
The minimum investment in Kotak Nifty 200 Momentum 30 Index Fund Regular Growth is 100 Rs.
Kotak Nifty 200 Momentum 30 Index Fund Regular Growth has an AUM of 575.29 crores.
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