Kotak Nifty500 Momentum 50 Index Fund Direct Growth

Kotak Nifty500 Momentum 50 Index Fund Direct Growth
Very High Risk
Launch date20 Nov 2025
Allotment date11 Dec 2025
End date04 Dec 2025
NAV₹10.00
Understand termsExpense ratioA fee payable to a mutual fund house for managing your mutual fund investments. It is the total percentage of a company’s fund assets used for administrative, management, advertising, and other expenses.
TaxA percentage of your capital gains payable to the government upon exiting  your mutual fund investments. Taxation is categorized as long-term capital gains (LTCG) and short-term capital gains (STCG) depending on your holding period and the type of fund.
Exit loadA fee payable to a mutual fund house for exiting a fund (fully or partially) before the completion of a specified period from the date of investment.
Stamp dutyA form of tax payable for the purchase or sale of an asset or security. 
Past expense ratio & exit load
Exit load
20 Nov 2025
NA
Expense ratio, exit load and taxExpense ratio: NAInclusive of GST
Exit loadNil
Stamp duty0.005% (from July 1st, 2020)
Tax implicationNA
Understand terms
Check past data
Minimum investment amountsMin. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100
Fund managementAbhishek 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
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Kotak Nifty AAA Bond Jun 2025 HTM Index Fund Direct Growth
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Kotak Gold Fund Direct Growth
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Kotak Manufacture in India Fund Direct Growth
Kotak Income Plus Arbitrage Omni FoF Direct Growth
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Kotak Nifty Smallcap 50 Index Fund Direct Growth
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Kotak Multi Asset Allocation Fund Direct Growth
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Kotak BSE PSU Index Fund Direct Growth
Kotak Nifty SDL Jul 2033 Index Fund Direct Growth
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Kotak Nifty Midcap 50 Index Fund Direct Growth
Kotak Nifty Commodities Index Fund Direct Growth
Kotak Transportation & Logistics Fund Direct Growth
Kotak Nifty SDL Jul 2028 Index Fund Direct Growth
Kotak Silver ETF FoF Direct Growth
Kotak Nifty Top 10 Equal Weight Index Fund Direct Growth
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Kotak Gold Silver Passive FoF Direct Growth
Kotak Consumption Fund Direct Growth
Devender Singhal
Nov 2025 - Present
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Education
Mr. Singhal has done B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi.
Experience
Prior to joining Kotak Mahindra AMC , he has worked with Kotak Securities Ltd.(July 2007 -- January 2009) ,Religare (February 2006 -- June 2007), Karvy (July 2004 -- January 2006), P N Vijay Financial Services Pvt Ltd(2001 -- 2004) and Dundee Mutual Fund( Summer Trainee ) (May 2000 -- June 2000 ).
Also manages these schemes
Kotak Nifty Smallcap 50 Index Fund Direct Growth
Kotak India Growth Fund Series 4 Direct Growth
Kotak Nifty 200 Quality 30 Index Fund Direct Growth
Kotak Nifty Alpha 50 Index Fund Direct Growth
Kotak Equity Savings Fund Direct Growth
Kotak Nifty 100 Equal Weight Index Fund Direct Growth
Kotak Multicap Fund Direct Growth
Kotak Nifty 50 Equal Weight Index Fund Direct Growth
Kotak Multi Asset Allocation Fund Direct Growth
Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth
Kotak BSE PSU Index Fund Direct Growth
Kotak Nifty 200 Momentum 30 Index Fund Direct Growth
Kotak Nifty India Tourism Index Fund Direct Growth
Kotak BSE Sensex Index Fund Direct Growth
Kotak Nifty Midcap 50 Index Fund Direct Growth
Kotak Nifty Commodities Index Fund Direct Growth
Kotak Nifty Top 10 Equal Weight Index Fund Direct Growth
Kotak Nifty Smallcap 250 Index Fund Direct Growth
Kotak Special Opportunities Fund Direct Growth
Kotak Nifty 100 Low Volatility 30 Index Fund Direct Growth
Kotak Nifty 50 Index Fund Direct Growth
Kotak BSE Housing Index Fund Direct Growth
Kotak Nifty Midcap 150 Index Fund Direct Growth
Kotak Nifty Financial Services Ex Bank Index Fund Direct Growth
Kotak Multi Asset Omni FoF Direct Growth
Kotak Nifty Next 50 Index Fund Direct Growth
Kotak Consumption Fund Direct Growth
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
Kotak Nifty Commodities Index Fund Direct Growth
Kotak Nifty Smallcap 50 Index Fund Direct Growth
Kotak Nifty Top 10 Equal Weight Index Fund Direct Growth
Kotak Nifty 200 Quality 30 Index Fund Direct Growth
Kotak Nifty Alpha 50 Index Fund Direct Growth
Kotak Nifty 100 Equal Weight Index Fund Direct Growth
Kotak Nifty Smallcap 250 Index Fund Direct Growth
Kotak Nifty 100 Low Volatility 30 Index Fund Direct Growth
Kotak Nifty 50 Equal Weight Index Fund Direct Growth
Kotak Nifty Midcap 150 Momentum 50 Index Fund Direct Growth
Kotak Nifty 50 Index Fund Direct Growth
Kotak BSE PSU Index Fund Direct Growth
Kotak BSE Housing Index Fund Direct Growth
Kotak Nifty 200 Momentum 30 Index Fund Direct Growth
Kotak Nifty India Tourism Index Fund Direct Growth
Kotak BSE Sensex Index Fund Direct Growth
Kotak Nifty Midcap 150 Index Fund Direct Growth
Kotak Nifty Financial Services Ex Bank Index Fund Direct Growth
Kotak Nifty Midcap 50 Index Fund Direct Growth
Kotak Nifty Next 50 Index Fund Direct Growth
Fund house & investment objective
Kotak Mahindra Mutual Fund
Rank (total assets)#5 in India
Total AUM₹5,68,931.64Cr
Date of Incorporation05 Aug 1994
    Kotak Nifty500 Momentum 50 Index Fund Direct Growth is a NA 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 Direct Growth fund.     The fund currently has an Asset Under Management(AUM) of ₹5,68,932 Cr and     the Latest NAV as of 20 Nov 2025 is ₹10.00.  

    The Kotak Nifty500 Momentum 50 Index Fund Direct Growth is rated Very High risk.     Minimum SIP Investment is set to ₹100.     Minimum Lumpsum Investment is ₹100.     
  ;
Investment ObjectiveThe 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. 
 
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Fund benchmarkNifty 500 Momentum 50 Total Return Index
Scheme Information Document(SID)
Fund house contact details
Address
The Capital Building,  Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
NA
Website
Peer ComparisonFund nameRating1Y3YFund Size(Cr)
Franklin India Mid Cap Fund Direct Growth
3
8.0%24.1%12,770.14
HDFC Small Cap Fund Direct Growth
4
7.1%23.5%38,412.10
Nippon India Small Cap Fund Direct Growth
4
1.4%23.5%68,969.15
Franklin India Technology Fund Direct Growth
NA
2.4%23.3%1,950.55
Franklin India Small Cap Fund Direct Growth
4
0.6%22.9%13,789.53

Rank (total assets)	#5 in India
Total AUM	₹5,68,931.64Cr

Date of Incorporation	05 Aug 1994

Fund benchmark	Nifty 500 Momentum 50 Total Return Index

Fund name	Rating	1Y	3Y	Fund Size(Cr)
Franklin India Mid Cap Fund Direct Growth	3	8.0%	24.1%	12,770.14
HDFC Small Cap Fund Direct Growth	4	7.1%	23.5%	38,412.10
Nippon India Small Cap Fund Direct Growth	4	1.4%	23.5%	68,969.15
Franklin India Technology Fund Direct Growth	NA	2.4%	23.3%	1,950.55
Franklin India Small Cap Fund Direct Growth	4	0.6%	22.9%	13,789.53