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Invest in direct mutual funds at zero charges via lump sump investments or SIPs
Kotak Nifty500 Momentum 50 Index Fund Growth
NAV: 04 Jun '26
₹9.89
Min. for SIP
₹100
Fund size (AUM)
₹21.73 Cr
Expense ratio
0.52%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹15,569 | +3.79% | |
| 6 months | ₹30,000 | ₹30,896 | +2.99% |
Holdings (52)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Hindalco Industries Ltd | Materials | Equity | 5.24% |
| Eicher Motors Ltd | Consumer Discretionary | Equity | 4.84% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 4.80% |
| Bajaj Finance Ltd | Financial | Equity | 4.74% |
| Bharti Airtel Ltd | Technology | Equity | 4.53% |
| BSE Ltd | Financial | Equity | 4.39% |
| Mahindra & Mahindra Ltd | Consumer Discretionary | Equity | 4.32% |
| Asian Paints Ltd | Materials | Equity | 4.24% |
| Maruti Suzuki India Ltd | Consumer Discretionary | Equity | 4.06% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 3.44% |
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 3.42% |
| Hero Motocorp Ltd | Consumer Discretionary | Equity | 3.05% |
| Interglobe Aviation Ltd | Industrials | Equity | 2.94% |
| Cummins India Ltd | Industrials | Equity | 2.80% |
| AU Small Finance Bank Ltd | Financial | Equity | 2.72% |
| The Federal Bank Ltd | Financial | Equity | 2.63% |
| Laurus Labs Ltd | Healthcare | Equity | 2.54% |
| Muthoot Finance Ltd | Financial | Equity | 2.53% |
| GE T&D India Ltd | Industrials | Equity | 1.99% |
| Canara Bank | Financial | Equity | 1.93% |
| L&T Finance Holdings Ltd | Financial | Equity | 1.90% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 1.80% |
| Fortis Healthcare Ltd | Healthcare | Equity | 1.78% |
| One 97 Communications Ltd | Industrials | Equity | 1.77% |
| Max Financial Services Ltd | Financial | Equity | 1.64% |
| Aditya Birla Capital Ltd | Financial | Equity | 1.64% |
| FSN E-Commerce Ventures Ltd | Consumer Discretionary | Equity | 1.63% |
| Indian Bank | Financial | Equity | 1.45% |
| GMR Airports Infrastructure Ltd | Industrials | Equity | 1.33% |
| Hitachi Energy India Ltd | Industrials | Equity | 1.33% |
| UPL Ltd | Materials | Equity | 1.31% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 1.27% |
| Navin Fluorine International Ltd | Materials | Equity | 1.14% |
| RBL Bank Ltd | Financial | Equity | 1.10% |
| Karur Vysya Bank Ltd | Financial | Equity | 1.01% |
| Mahindra & Mahindra Financial Services Ltd | Financial | Equity | 0.92% |
| Radico Khaitan Ltd | Consumer Staples | Equity | 0.86% |
| City Union Bank Ltd | Financial | Equity | 0.85% |
| Anand Rathi Wealth Ltd | Financial | Equity | 0.70% |
| Manappuram Finance Ltd | Financial | Equity | 0.69% |
| Aster DM Healthcare Ltd | Healthcare | Equity | 0.51% |
| Force Motors Ltd | Industrials | Equity | 0.49% |
| Repo | Unspecified | Repo | 0.46% |
| Asahi India Glass Ltd | Consumer Discretionary | Equity | 0.40% |
| Narayana Hrudayalaya Ltd | Healthcare | Equity | 0.37% |
| IIFL Finance Ltd | Financial | Equity | 0.35% |
| HBL Power Systems Ltd | Industrials | Equity | 0.29% |
| PTC Industries Ltd | Materials | Equity | 0.28% |
| Syrma SGS Technology Ltd | Technology | Equity | 0.26% |
| Gujarat Mineral Development Corporation Ltd | Materials | Equity | 0.22% |
| Choice International Ltd | Financial | Equity | 0.18% |
| Net Payables | Unspecified | Net Payables | -1.08% |
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
| Name | 3M | 3M | 6M | All |
|---|---|---|---|---|
| Fund returns | +1.2% | +1.2% | -- | -0.0% |
| Category average (Equity Flexi Cap) | -- | -- | -- | -- |
| Rank (Equity Flexi Cap) | 30 | 30 | -- | -- |
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
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +3.18% | +17.31% | 5,405.12 | |
 | -0.52% | +17.01% | 1,00,479.23 | |
 | +4.06% | +15.87% | 25,631.51 | |
 | -0.89% | +14.61% | 1,40,949.13 | |
 | -5.16% | +14.04% | 19,049.25 | |
| Compare | ||||
Fund management
JVSJeetu Valechha SonarMar 2026 - PresentView details
JVS
Jeetu Valechha Sonar
Mar 2026 - Present
View details
SDSatish DondapatiNov 2025 - PresentView details
SD
Satish Dondapati
Nov 2025 - Present
View details
ABAbhishek BisenNov 2025 - PresentView details
AB
Abhishek Bisen
Nov 2025 - Present
View details
About Kotak Nifty500 Momentum 50 Index Fund Growth
Kotak Nifty500 Momentum 50 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. Jeetu Valechha Sonar is the Current Fund Manager of Kotak Nifty500 Momentum 50 Index Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,91,225 Cr and the Latest NAV as of 04 Jun 2026 is ₹9.89.
The Kotak Nifty500 Momentum 50 Index Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100.
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Investment Objective
The scheme seeks to provide returns that, before expenses, corresponds to the total returns of the securities as represented by the underlying index, subject to tracking errors.
Fund benchmarkNifty 500 Momentum 50 Total Return Index
Fund house
Rank (total assets)#5 in India
Total AUM₹5,91,224.54 Cr
Date of Incorporation05 Aug 1994
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,