Kotak Nifty500 Momentum 50 Index Fund Growth

Kotak Nifty500 Momentum 50 Index Fund Growth

1M
All
NAV: 13 Mar '26
₹9.01
Min. for SIP
Not Supported
Fund size
₹17.04 Cr
Expense ratio
0.52%

Holdings (50)

NameSectorInstrumentsAssets
Shriram Finance LtdFinancialEquity5.27%
Eicher Motors Ltd.AutomobileEquity4.90%
Hindalco Industries Ltd.Metals & MiningEquity4.90%
Mahindra & Mahindra Ltd.AutomobileEquity4.83%
Bharti Airtel Ltd.CommunicationEquity4.77%
Bajaj Finance Ltd.FinancialEquity4.74%
Maruti Suzuki India Ltd.AutomobileEquity4.49%
Asian Paints Ltd.ChemicalsEquity4.25%
TVS Motor Company Ltd.AutomobileEquity3.66%
BSE Ltd.ServicesEquity3.40%
Hero Motocorp Ltd.AutomobileEquity3.34%
Interglobe Aviation Ltd.ServicesEquity3.17%
Multi Commodity Exchange Of India Ltd.ServicesEquity2.93%
Muthoot Finance Ltd.FinancialEquity2.85%
The Federal Bank Ltd.FinancialEquity2.66%
AU Small Finance Bank Ltd.FinancialEquity2.65%
Laurus Labs Ltd.HealthcareEquity2.25%
Cummins India Ltd.Capital GoodsEquity2.21%
Canara BankFinancialEquity2.13%
L&T Finance Ltd.FinancialEquity1.96%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity1.90%
One97 Communications Ltd.ServicesEquity1.86%
Max Financial Services Ltd.FinancialEquity1.69%
Fortis Healthcare Ltd.HealthcareEquity1.66%
Aditya Birla Capital Ltd.FinancialEquity1.63%
Indian BankFinancialEquity1.56%
FSN E-Commerce Ventures Ltd.ServicesEquity1.48%
GE Vernova T&D India LtdCapital GoodsEquity1.45%
UPL Ltd.ChemicalsEquity1.45%
GMR Airports Ltd.ConstructionEquity1.30%
Mahindra & Mahindra Financial Services Ltd.FinancialEquity1.12%
Glenmark Pharmaceuticals Ltd.HealthcareEquity1.07%
Karur Vysya Bank Ltd.FinancialEquity1.04%
Navin Fluorine International Ltd.ChemicalsEquity1.03%
RBL Bank Ltd.FinancialEquity0.99%
City Union Bank Ltd.FinancialEquity0.96%
Hitachi Energy India Ltd.Capital GoodsEquity0.77%
Radico Khaitan Ltd.Consumer StaplesEquity0.71%
Manappuram Finance Ltd.FinancialEquity0.68%
Anand Rathi Wealth Ltd.FinancialEquity0.56%
Force Motors Ltd.AutomobileEquity0.48%
Asahi India Glass Ltd.ConstructionEquity0.48%
IIFL Finance Ltd.FinancialEquity0.40%
Aster DM Healthcare Ltd.HealthcareEquity0.40%
Narayana Hrudayalaya Ltd.HealthcareEquity0.38%
PTC Industries Ltd.Metals & MiningEquity0.32%
HBL Engineering Ltd.Capital GoodsEquity0.29%
Choice International Ltd.FinancialEquity0.21%
Syrma SGS Technology Ltd.Capital GoodsEquity0.21%
Gujarat Mineral Development Corporation Ltd.EnergyEquity0.17%
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
Name1M3M6MAll
Fund returns-2.1%-----4.3%
Category average (Equity Flexi Cap)--------
Rank (Equity Flexi Cap)--------

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

Name1Y3YFund Size(Cr)
HDFC Flexi Cap Fund Growth
HDFC Flexi Cap Fund Growth
+9.52%+19.43%1,00,455.32
Parag Parikh Flexi Cap Fund Growth
Parag Parikh Flexi Cap Fund Growth
+6.15%+18.44%1,34,253.17
Invesco India Flexi Cap Fund Growth
Invesco India Flexi Cap Fund Growth
+3.30%+17.41%4,679.85
HSBC Flexi Cap Fund Growth
HSBC Flexi Cap Fund Growth
+8.10%+16.43%5,278.84
Franklin India Flexi Cap Fund Growth
Franklin India Flexi Cap Fund Growth
+3.92%+16.05%19,597.86
Compare

Fund management

AB
Abhishek Bisen
Nov 2025 - 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
Nov 2025 - 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 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. Abhishek Bisen is the Current Fund Manager of Kotak Nifty500 Momentum 50 Index Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,95,414 Cr and the Latest NAV as of 13 Mar 2026 is ₹9.01. The Kotak Nifty500 Momentum 50 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, 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₹5,95,413.81 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
Custodian--
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,