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Kotak Nifty500 Momentum 50 Index Fund Growth
NAV: 16 Sep '26
₹9.99
Min. for SIP
₹100
Fund size (AUM)
₹26.23 Cr
Expense ratio
1.09%
Rating
--
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 3 months | ₹15,000 | ₹14,793 | -1.38% | |
| 6 months | ₹30,000 | ₹30,386 | +1.29% |
Holdings (52)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Multi Commodity Exchange Of India Ltd | Financial | Equity | 5.75% |
| Laurus Labs Ltd | Healthcare | Equity | 5.67% |
| Shriram Transport Finance Company Ltd | Financial | Equity | 5.23% |
| Hindalco Industries Ltd | Materials | Equity | 4.99% |
| Cummins India Ltd | Industrials | Equity | 4.41% |
| GE T&D India Ltd | Industrials | Equity | 4.22% |
| Adani Power Ltd | Energy & Utilities | Equity | 4.14% |
| BSE Ltd | Financial | Equity | 4.05% |
| The Federal Bank Ltd | Financial | Equity | 3.78% |
| Bharat Heavy Electricals Ltd | Industrials | Equity | 3.48% |
| Bharat Forge Ltd | Consumer Discretionary | Equity | 3.13% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 2.92% |
| Hitachi Energy India Ltd | Industrials | Equity | 2.86% |
| Adani Transmission Ltd | Energy & Utilities | Equity | 2.70% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 2.69% |
| National Aluminium Company Ltd | Materials | Equity | 2.66% |
| Polycab India Ltd | Industrials | Equity | 2.62% |
| HFCL Ltd | Technology | Equity | 2.44% |
| Ather Energy Ltd. | Consumer Discretionary | Equity | 2.40% |
| Vodafone Idea Ltd | Technology | Equity | 2.01% |
| ABB India Ltd | Industrials | Equity | 1.86% |
| Welspun Corp Ltd | Materials | Equity | 1.81% |
| Glenmark Pharmaceuticals Ltd | Healthcare | Equity | 1.67% |
| Kei Industries Ltd | Industrials | Equity | 1.63% |
| Steel Authority Of India Ltd | Materials | Equity | 1.62% |
| Navin Fluorine International Ltd | Materials | Equity | 1.58% |
| Apar Industries Ltd | Diversified | Equity | 1.41% |
| Karur Vysya Bank Ltd | Financial | Equity | 1.37% |
| Ami Organics Ltd | Healthcare | Equity | 1.35% |
| Aditya Birla Capital Ltd | Financial | Equity | 1.30% |
| Kirloskar Oil Engines Ltd | Industrials | Equity | 1.26% |
| Anand Rathi Wealth Ltd | Financial | Equity | 1.17% |
| Hindustan Copper Ltd | Materials | Equity | 0.98% |
| Thermax Ltd | Industrials | Equity | 0.96% |
| Sai Life Sciences Ltd. | Healthcare | Equity | 0.94% |
| Bank of Maharashtra | Financial | Equity | 0.79% |
| Craftsman Automation Ltd | Consumer Discretionary | Equity | 0.78% |
| Granules India Ltd | Healthcare | Equity | 0.64% |
| Syrma SGS Technology Ltd | Technology | Equity | 0.62% |
| The Great Eastern Shipping Company Ltd | Energy & Utilities | Equity | 0.60% |
| Netweb Technologies India Ltd. | Technology | Equity | 0.52% |
| R R Kabel Ltd. | Industrials | Equity | 0.49% |
| NLC India Ltd | Energy & Utilities | Equity | 0.47% |
| Schneider Electric Infrastructure Ltd | Energy & Utilities | Equity | 0.46% |
| Finolex Cables Ltd | Industrials | Equity | 0.45% |
| Belrise Industries Ltd. | Consumer Discretionary | Equity | 0.43% |
| RBL Bank Ltd | Financial | Equity | 0.40% |
| Repo | Unspecified | Repo | 0.38% |
| Aditya Birla Sun Life AMC Ltd | Financial | Equity | 0.38% |
| Honasa Consumer Ltd. | Consumer Staples | Equity | 0.31% |
| Gujarat Mineral Development Corporation Ltd | Materials | Equity | 0.19% |
| Net Payables | Unspecified | Net Payables | -0.97% |
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 | 1M | 3M | 6M | All |
|---|---|---|---|---|
| Fund returns | -3.2% | -1.6% | +10.2% | -0.1% |
| Category average (Equity Flexi Cap) | -- | +1.0% | +7.6% | +71.4% |
| Rank (Equity Flexi Cap) | -- | 37 | 22 | -- |
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) | |
|---|---|---|---|---|
 | -1.22% | +13.71% | 1,13,606.47 | |
 | +2.86% | +13.61% | 5,999.67 | |
 | +4.72% | +12.51% | 29,044.24 | |
 | -1.94% | +12.32% | 5,290.61 | |
 | -5.79% | +9.04% | 19,384.82 | |
| 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 ₹6,19,695 Cr and the Latest NAV as of 16 Sep 2026 is ₹9.99.
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₹6,19,695.24 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,