| Launch date | 20 Nov 2025 |
| Allotment date | 11 Dec 2025 |
| End date | 04 Dec 2025 |
| NAV | ₹10.00 |
Expense ratio, exit load and tax
Expense ratio: NA
Inclusive of GST
Exit load
Nil
Stamp duty
0.005% (from July 1st, 2020)
Tax implication
Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Minimum investment amounts
| Min. for 1st investment | Not Supported |
| Min. for 2nd investment onwards | Not Supported |
| Min. for SIP | Not Supported |
Fund management
Abhishek BisenNov 2025 - PresentView details
Devender SinghalNov 2025 - PresentView details
Satish DondapatiNov 2025 - PresentView details
Fund house & investment objective
| Rank (total assets) | #5 in India |
|---|---|
| Total AUM | ₹5,78,901.39Cr |
| Date of Incorporation | 05 Aug 1994 |
|---|
Kotak Nifty500 Momentum 50 Index Fund Direct 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 Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,78,901 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. ;
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 benchmark | Nifty 500 Momentum 50 Total Return Index |
|---|
Peer Comparison
| Equity, Flexi Cap funds | Rating | 1Y | 3Y | Fund Size(Cr) |
|---|---|---|---|---|
Invesco India Flexi Cap Fund Direct Growth | 5 | -0.7% | 22.4% | 4,680.24 |
Parag Parikh Flexi Cap Fund Direct Growth | 5 | 6.2% | 22.1% | 1,25,799.63 |
HDFC Flexi Cap Direct Plan Growth | 5 | 9.5% | 21.6% | 94,068.73 |
HSBC Flexi Cap Fund Direct Growth | 4 | -2.2% | 19.4% | 5,247.71 |
Franklin India Flexi Cap Fund Direct Growth | 4 | 1.5% | 17.9% | 20,021.75 |