Kotak Nifty 200 Momentum 30 Index Fund Growth

Kotak Nifty 200 Momentum 30 Index Fund Growth

+12.14%
3Y annualised
-0.31% 1D
1M
6M
1Y
3Y
All
NAV: 16 Jul '26
₹14.37
Min. for SIP
₹100
Fund size (AUM)
₹575.29 Cr
Expense ratio
0.78%
Rating
--

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,047
+0.31%
6 months₹30,000₹30,550
+1.83%
1 year₹60,000₹60,258
+0.43%
3 years₹1,80,000₹1,84,233
+2.35%

Holdings (32)

NameSectorInstrumentsAssets
Shriram Transport Finance Company LtdFinancialEquity5.08%
Cummins India LtdIndustrialsEquity5.06%
Multi Commodity Exchange Of India LtdFinancialEquity4.96%
NTPC LtdEnergy & UtilitiesEquity4.96%
BSE LtdFinancialEquity4.94%
Tata Steel LtdMaterialsEquity4.91%
Hindalco Industries LtdMaterialsEquity4.87%
GE T&D India LtdIndustrialsEquity4.86%
Adani Power LtdEnergy & UtilitiesEquity4.84%
Laurus Labs LtdHealthcareEquity4.79%
Vedanta LtdMaterialsEquity4.41%
The Federal Bank LtdFinancialEquity3.72%
Bharat Heavy Electricals LtdIndustrialsEquity3.47%
Bharat Forge LtdConsumer DiscretionaryEquity3.40%
CG Power & Industrial Solutions LtdIndustrialsEquity3.23%
Hitachi Energy India LtdIndustrialsEquity3.16%
Adani Transmission LtdEnergy & UtilitiesEquity3.02%
Polycab India LtdIndustrialsEquity2.94%
Samvardhana Motherson International LtdConsumer DiscretionaryEquity2.90%
RepoUnspecifiedRepo2.64%
Torrent Pharmaceuticals LtdHealthcareEquity2.62%
National Aluminium Company LtdMaterialsEquity2.52%
Adani Green Energy LtdEnergy & UtilitiesEquity2.31%
Vodafone Idea LtdTechnologyEquity2.16%
Solar Industries India LtdMaterialsEquity1.96%
ABB India LtdIndustrialsEquity1.83%
Kei Industries LtdIndustrialsEquity1.65%
Glenmark Pharmaceuticals LtdHealthcareEquity1.58%
Steel Authority Of India LtdMaterialsEquity1.54%
Aditya Birla Capital LtdFinancialEquity1.32%
L&T Finance Holdings LtdFinancialEquity0.98%
Net PayablesUnspecifiedNet Payables-2.63%
See All

Minimum investments

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

Returns and rankings

Annualised returns
Absolute returns
Name6M1Y3YAll
Fund returns-1.7%-2.2%+12.1%+12.4%
Category average (Equity Large & MidCap)--+0.9%+17.5%--
Rank (Equity Large & MidCap)--5312--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

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%.
Check past data

Compare similar funds

Fund management

AB
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

SD
Satish Dondapati
May 2023 - Present
View details

Education
Mr. Dondapati has done MBA Finance
Experience
Prior to joining Kotak Mutual fund he has worked with Centurian Bank Of Punjab, Bajaj Capital Ltd.
Also manages these schemes

JVS
Jeetu Valechha Sonar
Mar 2026 - Present
View details

Education
Mr. Sonar is a Post Graduate Diploma in Management in Finance management
Experience
Prior to joining Kotak AMC Limited, he has worked as institutional dealer with Kotak Securities Ltd. and is part of Kotak Group since 2014.
Also manages these schemes

About Kotak Nifty 200 Momentum 30 Index Fund Growth

Kotak Nifty 200 Momentum 30 Index Fund Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Abhishek Bisen is the Current Fund Manager of Kotak Nifty 200 Momentum 30 Index Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,84,950 Cr and the Latest NAV as of 16 Jul 2026 is ₹14.37. The Kotak Nifty 200 Momentum 30 Index Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. ;

Investment Objective

The scheme seeks to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking error.
Fund benchmarkNifty 200 Momentum 30 Total Return Index

Fund house

Rank (total assets)#5 in India
Total AUM₹5,84,949.80 Cr
Date of Incorporation05 Aug 1994
Phone022-61152100 / 1800-22-2626
E-mail--
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
CustodianDeutsche Bank
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,