Kotak Nifty500 Momentum 50 Index Fund - Regular Plan - Growth
Category: Index Fund
Launch Date: 20-11-2025
AUM:
₹ 21.73 Cr
Expense Ratio
0.94%
Benchmark
Nifty 500 Momentum 50 TRI
ISIN
INF174KA1YF1
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
Mr. Satish Dondapati, Mr. Abhishek Bisen & Mr. Jeetu Valechha Sonar
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Kotak Nifty500 Momentum 50 Index Fund - Regular Plan - Growth | - | - | - |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
9.874
Last change
-0.02 (-0.1924%)
Fund Size (AUM)
₹ 21.73 Cr
Performance
-0.61% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The investment objective of the scheme is to provide returns that, before expenses, corresponds to the total returns of the securities as represented by the underlying index, subject to tracking errors. However, there is no assurance that the objective of the scheme will be realized.
Fund Manager
Mr. Satish Dondapati, Mr. Abhishek Bisen & Mr. Jeetu Valechha Sonar
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/- | 5.24 |
| EICHER MOTORS LIMITED EQ NEW FV RE. 1/- | 4.84 |
| Shriram Finance Limited | 4.8 |
| Bajaj Finance Limited | 4.74 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.53 |
| BSE LIMITED EQ NEW FV RS. 2/- | 4.39 |
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 4.32 |
| ASIAN PAINTS LIMITED EQ NEW FV Re. 1/- | 4.24 |
| MARUTI SUZUKI INDIA LIMITED EQ | 4.06 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 3.44 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 43.16 |
| Automobile and Auto Components | 20.89 |
| Capital Goods | 6.66 |
| Healthcare | 6.47 |
| Metals & Mining | 5.46 |
| Telecommunication | 4.53 |
| Services | 4.27 |
| Consumer Durables | 4.24 |
| Chemicals | 2.45 |
| Consumer Services | 1.63 |
Peer Comparison
| Scheme Name | 5Y (%) |
|---|---|
| Kotak Nifty500 Momentum 50 Index Fund Reg Plan Gr | 0.0 |