Return
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This Fund:
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Showing Funds Performance since Sep 07, 2020
Fund Overview
Min. investment
SIP ₹100 & Lump. ₹100
AUM (Fund size)
₹503 Cr
Lock In Period
N/A
Expense Ratio
0.66
Benchmark
Nifty200 Momentum 30 Total Return
Exit Load
Nil
Summary
Latest details for Kotak Nifty 200 Momentum 30 Index Fund Growth include a ₹12.992 NAV as of Apr 02,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Kotak Nifty 200 Momentum 30 Index Fund Growth AUM is ₹503 Cr, with a lock-in of N/A years, expense ratio of 0.66%, and benchmark Nifty200 Momentum 30 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded -11.52% returns, against a category average of -2.02% and a category best of 3.73%.
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -11.52 | -2.02 | 3.73 |
| 6M | -8.22 | 0.64 | 66.17 |
| 1Y | 0.24 | 4.39 | 136.30 |
| 3Y | 0.00 | 12.16 | 224.26 |
Portfolio Analysis
- Equity: 99.98%
- Debt: 0.02%
- Others
As on: 2026-02-28
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About Fund
Kotak Nifty 200 Momentum 30 Index Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹503 Crore. The fund benchmarks its performance against the Nifty200 Momentum 30 Total Return while maintaining an expense ratio of 0.66. Under the expert guidance of Abhishek Bisen ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| This FundSBI BSE Sensex Index Fund Growth | 0 | 301.6 CR | 0.4 |
| This FundSBI Nifty Midcap 150 Momentum 50 ETF Growth | 0 | 0 CR | |
| This FundKotak Nifty 200 Momentum 30 Index Fund Growth | 0 | 502.76 CR | 0.66 |
| This FundKotak Silver ETF Growth | 0 | 4148.21 CR | 0.45 |
| This FundICICI Prudential Silver ETF Growth | 0 | 16848.3 CR | 0.4 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundSBI BSE Sensex Index Fund Growth | -3.2796 | 0 |
| This FundSBI Nifty Midcap 150 Momentum 50 ETF Growth | 0 | 0 |
| This FundKotak Nifty 200 Momentum 30 Index Fund Growth | 0.2379 | 0 |
| This FundKotak Silver ETF Growth | 135.6624 | 223.8757 |
| This FundICICI Prudential Silver ETF Growth | 135.3354 | 224.256 |
FAQs
Kotak Nifty 200 Momentum 30 Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.
The expense ratio of Kotak Nifty 200 Momentum 30 Index Fund Growth is 0.66. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.
Kotak Nifty 200 Momentum 30 Index Fund Growth’s fund performance is as follows:
- 1 Month : -11.52%
- 6 Months : -8.22%
- 1 Year : 0.24%
- 3 Years : 0.00%
You can invest in Kotak Nifty 200 Momentum 30 Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.
The fund size (AUM) of Kotak Nifty 200 Momentum 30 Index Fund Growth is ₹503 crore. It changes based on market performance, inflows, and outflows.
You can track your investment in Kotak Nifty 200 Momentum 30 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500