Kotak Nifty 200 Momentum 30 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Kotak Nifty 200 Momentum 30 Index Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

575 Cr

Lock In Period

N/A

Expense Ratio

0.78

Exit Load

Nil

Benchmark

Nifty200 Momentum 30 Total Return

Kotak Nifty 200 Momentum 30 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-2.54-0.2910.38
6M0.082.3629.36
1Y-3.524.0089.76
3Y11.6112.93189.74

Portfolio Analysis

  • Equity: 99.99%
  • Debt: 0.01%
  • Others
As on: 2026-06-30
View allocation % by

1. NTPC LTD4.96%
2. ADANI POWER LTD4.84%
3. Adani Green Energy Ltd.2.31%

1. MULTI COMMODITY EXCHANGE OF INDIA LIMITED4.96%
2. BSE LTD4.94%

1. Laurus Labs Ltd4.79%
2. TORRENT PHARMACEUTICALS LTD.2.62%
3. Glenmark Pharmaceuticals Ltd1.58%

1. GE VERNOVA T&D INDIA LIMITED4.86%
2. ADANI ENERGY SOLUTIONS LTD.3.02%

1. Hindalco Industries Ltd.4.87%
2. National Aluminium Company Ltd.2.52%

1. Tata Steel Ltd.4.91%
2. Steel Authority of India Ltd.1.54%

1. SHRIRAM FINANCE LIMITED5.08%
2. L&T FINANCE LTD0.98%

1. CG Power and Industrial Solutions Ltd.3.23%
2. ABB India Ltd.1.83%

1. Cummins India Ltd.5.06%

1. polycab India Limited2.94%
2. KEI Industries Ltd.1.65%

1. VEDANTA LTD.4.41%

1. FEDERAL BANK LTD.3.72%

1. Bharat Heavy Electricals Ltd.3.47%

1. BHARAT FORGE LTD.3.40%

1. HITACHI ENERGY INDIA LTD.3.16%

1. SAMVARDHANA MOTHERSON INTERNATIONAL LTD2.90%

1. Vodafone Idea Ltd2.16%

1. Solar Industries India Limited1.96%

1. ADITYA BIRLA CAPITAL LTD1.32%

About Fund Kotak Nifty 200 Momentum 30 Index Fund Growth

Kotak Nifty 200 Momentum 30 Index Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹575 Crore. The fund benchmarks its performance against the Nifty200 Momentum 30 Total Return while maintaining an expense ratio of 0.78. 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 Name1Y3Y
This FundMirae Asset Nifty 100 Low Volatility 30 ETF Growth0.572138.1195
This FundKotak Nifty 100 Low Volatality 30 ETF Growth0.940639.0235
This FundKotak Nifty 200 Momentum 30 Index Fund Growth-3.515439.028
This FundKotak Silver ETF Growth89.363189.1115
This FundICICI Prudential Silver ETF Growth89.6313189.7363

Kotak Nifty 200 Momentum 30 Index Fund Growth 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 0.78. 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 : -2.54%
  • 6 Months : 0.08%
  • 1 Year : -3.52%
  • 3 Years : 11.61%
Returns of Kotak Nifty 200 Momentum 30 Index Fund Growth are updated daily based on NAV of ₹ 14.137 as on Jul 24,2026. Since inception, the return has been 39.03%.

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 ₹575 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.