Kotak Nifty 200 Momentum 30 Index Fund Growth

Equity
Large & MidCap
Very High Risk
1M
6M
1Y
All
NAV: 04 Sep 2025
₹14.21
Rating
NA
Min. SIP amount
Not Supported
Fund size
₹481.55Cr

Return calculator

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

Holdings (30)

NameSectorInstrumentAssets
ServicesEquity5.44%
FinancialEquity5.39%
FinancialEquity5.29%
InsuranceEquity5.15%
CommunicationEquity5.05%
FinancialEquity5.02%
InsuranceEquity4.99%
FinancialEquity4.93%
Capital GoodsEquity4.89%
FinancialEquity4.67%
ServicesEquity4.51%
HealthcareEquity4.47%
HealthcareEquity4.43%
FinancialEquity3.26%
FinancialEquity3.16%
AutomobileEquity2.96%
TechnologyEquity2.71%
ChemicalsEquity2.70%
DiversifiedEquity2.39%
TechnologyEquity2.26%
ServicesEquity2.23%
Capital GoodsEquity2.18%
ServicesEquity2.11%
ConstructionEquity1.91%
FinancialEquity1.69%
Consumer StaplesEquity1.44%
Capital GoodsEquity1.39%
FinancialEquity1.30%
ServicesEquity1.25%
Capital GoodsEquity0.97%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Large & MidCap
Absolute returns
3M6M1YAll
Fund returns-2.8%11.4%-20.0%40.1%
Category averageNANA-7.6%NA
Rank with in category574747NA
Understand terms

Peer Comparison

Equity, Large & MidCap fundsRating1Y3YFund Size(Cr)
5
3.1%26.7%12,427.89
5
-2.5%23.5%9,996.58
5
0.1%20.9%23,246.14
4
0.4%20.3%6,173.85
4
-3.7%20.3%4,864.89

Expense ratio, exit load and tax

Expense ratio: 0.79%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

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,

Compare funds

Kotak Nifty 200 Momentum 30 Index Fund Growth
VS
Add mutual fund to compare