Kotak Nifty 200 Momentum 30 Index Fund Growth

Kotak Nifty 200 Momentum 30 Index Fund Growth

1M
6M
1Y
All
NAV: 13 Mar '26
₹13.37
Min. for SIP
Not Supported
Fund size
₹502.76 Cr
Expense ratio
0.66%

Holdings (31)

NameSectorInstrumentsAssets
State Bank of IndiaFinancialEquity5.65%
Hindalco Industries Ltd.Metals & MiningEquity5.59%
Shriram Finance LtdFinancialEquity5.39%
Eicher Motors Ltd.AutomobileEquity4.93%
Bharti Airtel Ltd.CommunicationEquity4.74%
Bajaj Finance Ltd.FinancialEquity4.71%
TVS Motor Company Ltd.AutomobileEquity4.50%
Asian Paints Ltd.ChemicalsEquity4.48%
Maruti Suzuki India Ltd.AutomobileEquity4.46%
Hero Motocorp Ltd.AutomobileEquity4.14%
BSE Ltd.ServicesEquity4.07%
SBI Life Insurance Company Ltd.InsuranceEquity3.83%
Interglobe Aviation Ltd.ServicesEquity3.80%
Muthoot Finance Ltd.FinancialEquity3.60%
AU Small Finance Bank Ltd.FinancialEquity3.28%
The Federal Bank Ltd.FinancialEquity3.25%
Cummins India Ltd.Capital GoodsEquity2.70%
Ashok Leyland Ltd.AutomobileEquity2.67%
Canara BankFinancialEquity2.63%
L&T Finance Ltd.FinancialEquity2.49%
One97 Communications Ltd.ServicesEquity2.28%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity2.25%
Max Financial Services Ltd.FinancialEquity2.07%
Aditya Birla Capital Ltd.FinancialEquity2.04%
Fortis Healthcare Ltd.HealthcareEquity2.02%
Indian BankFinancialEquity1.94%
FSN E-Commerce Ventures Ltd.ServicesEquity1.83%
UPL Ltd.ChemicalsEquity1.76%
GMR Airports Ltd.ConstructionEquity1.59%
Glenmark Pharmaceuticals Ltd.HealthcareEquity1.30%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.04%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name3M6M1YAll
Fund returns-5.8%-0.3%+10.0%+42.0%
Category average (Equity Large & MidCap)----+0.9%--
Rank (Equity Large & MidCap)483632--

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

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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 ₹5,95,414 Cr and the Latest NAV as of 13 Mar 2026 is ₹13.37. The Kotak Nifty 200 Momentum 30 Index Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹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₹5,95,413.81 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,