Kotak Nifty 200 Momentum 30 Index Fund Direct Growth

Equity
Large & MidCap
Very High Risk
1M
6M
1Y
All
NAV: 20 Jun 2025₹15.02
Min. SIP amount₹100
RatingNA
Fund size₹447.33Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (31)

NameSectorInstrumentAssets
CommunicationEquity6.19%
AutomobileEquity5.33%
HealthcareEquity5.31%
Capital GoodsEquity5.30%
ServicesEquity5.06%
TechnologyEquity4.88%
HealthcareEquity4.86%
ServicesEquity4.65%
TechnologyEquity4.59%
TechnologyEquity4.37%
Capital GoodsEquity4.34%
ServicesEquity4.26%
TechnologyEquity4.20%
ServicesEquity3.96%
TechnologyEquity3.49%
ServicesEquity3.29%
ServicesEquity3.24%
Metals & MiningEquity2.63%
HealthcareEquity2.34%
Consumer StaplesEquity2.23%
FinancialEquity2.11%
Consumer DiscretionaryEquity1.69%
AutomobileEquity1.59%
Consumer DiscretionaryEquity1.48%
HealthcareEquity1.42%
TechnologyEquity1.42%
ServicesEquity1.34%
Capital GoodsEquity1.29%
AutomobileEquity1.17%
EnergyEquity0.99%
EnergyEquity0.85%
See All

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Returns and rankings

Category: Equity Large & MidCap
Absolute returns
3M6M1YAll
Fund returns16.9%-11.7%-12.1%47.9%
Category averageNANA-0.2%NA
Rank with in category34837NA
Understand terms

Expense ratio, exit load and tax

Expense ratio: 0.29%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.

Understand terms
Check past data

Fund management

Abhishek Bisen
May 2023 - Present
View details

Education
Mr. Bisen is a BA and MBA in Finance.
Experience
Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Also manages these schemes

Devender Singhal
May 2023 - Present
View details

Education
Mr. Singhal has done B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi.
Experience
Prior to joining Kotak Mahindra AMC , he has worked with Kotak Securities Ltd.(July 2007 -- January 2009) ,Religare (February 2006 -- June 2007), Karvy (July 2004 -- January 2006), P N Vijay Financial Services Pvt Ltd(2001 -- 2004) and Dundee Mutual Fund( Summer Trainee ) (May 2000 -- June 2000 ).
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
NA
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
Deutsche Bank
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Pros and cons

Category: Equity Large & MidCap

Pros

Exit load is zero
Lower expense ratio: 0.29%

Cons

1Y annualised returns lower than category average by 10.23%

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