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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹444 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 ₹14.546 NAV as of Apr 22,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Kotak Nifty 200 Momentum 30 Index Fund Growth AUM is ₹444 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 9.04% returns, against a category average of 0.37% and a category best of 19.17%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M9.040.3719.17
6M-3.170.8761.10
1Y7.924.55159.29
3Y0.0013.17224.97

Portfolio Analysis

  • Equity: 100.06%
  • Debt: -0.06%
  • Others
As on: 2026-03-31
View allocation % by

1. SHRIRAM FINANCE LIMITED5.16%
2. BAJAJ FINANCE LTD.4.56%
3. MUTHOOT FINANCE LTD.3.33%
4. L&T FINANCE HOLDINGS LTD2.34%
5. CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.2.09%

1. Eicher Motors Ltd.5.11%
2. TVS Motor Company Ltd.4.61%
3. Hero MotoCorp Ltd.4.25%

1. STATE BANK OF INDIA.5.76%
2. CANARA BANK2.47%
3. INDIAN BANK2.02%

1. FEDERAL BANK LTD.3.28%
2. AU SMALL FINANCE BANK LTD.3.16%

1. Hindalco Industries Ltd.5.76%

1. BHARTI AIRTEL LTD.4.81%

1. Asian Paints(India) Ltd.4.48%

1. BSE LTD4.37%

1. Maruti Suzuki India Limited4.21%

1. Max Financial Services Ltd2.14%
2. ADITYA BIRLA CAPITAL LTD1.97%

1. SBI Life Insurance Company Ltd3.82%

1. Inter Globe Aviation Ltd3.66%

1. Cummins India Ltd.3.31%

1. Ashok Leyland Ltd.2.35%

1. One 97 Communications Ltd2.15%

1. Fortis Healthcare India Ltd2.11%

1. FSN E-Commerce Ventures Ltd.2.03%

1. GMR AIRPORTS LIMITED1.61%

1. UPL Ltd1.59%

1. Glenmark Pharmaceuticals Ltd1.55%

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 ₹444 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.

Fund Managers

Abhishek Bisen

Mr. Abhishek holds B.A (Management) and MBA (Finance). He has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes. 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.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundNavi Nifty Midsmallcap 400 Index Fund Growth07.77 CR1
This FundBandhan Silver ETF Growth0257.2 CR0.45
This FundKotak Nifty 200 Momentum 30 Index Fund Growth0444.27 CR0.66
This FundKotak Silver ETF Growth03319.12 CR0.35
This FundICICI Prudential Silver ETF Growth014511.43 CR0.4
Fund Name1Y3Y
This FundNavi Nifty Midsmallcap 400 Index Fund Growth00
This FundBandhan Silver ETF Growth00
This FundKotak Nifty 200 Momentum 30 Index Fund Growth7.92060
This FundKotak Silver ETF Growth155.5388224.0972
This FundICICI Prudential Silver ETF Growth156.1729224.9749

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 : 9.04%
  • 6 Months : -3.17%
  • 1 Year : 7.92%
  • 3 Years : 0.00%
Returns of Kotak Nifty 200 Momentum 30 Index Fund Growth are updated daily based on NAV of ₹ 14.546 as on Apr 22,2026. Since inception, the return has been 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 ₹444 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