Kotak Nifty 200 Momentum 30 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
Sensex:
BankFD:

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)

₹588 Cr

Lock In Period

N/A

Expense Ratio

1.61

Exit Load

Nil

Benchmark

Nifty200 Momentum 30 Total Return

Kotak Nifty 200 Momentum 30 Index Fund Growth Calculate Returns

You would have got

close_grey_icon
No Data Found
Your Investment Amount
  • 1
  • 2
  • 3
  • 4
  • 5

Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M1.21-0.7210.19
6M-2.291.3833.00
1Y0.193.56111.63
3Y12.2011.53228.78

Portfolio Analysis

  • Equity: 99.92%
  • Debt: 0.08%
  • Others
As on: 2026-07-31
View allocation % by

1. NTPC LTD4.88%
2. ADANI POWER LTD4.61%
3. Adani Green Energy Ltd.2.16%

1. Laurus Labs Ltd5.79%
2. TORRENT PHARMACEUTICALS LTD.2.93%
3. Glenmark Pharmaceuticals Ltd1.62%

1. MULTI COMMODITY EXCHANGE OF INDIA LIMITED4.75%
2. BSE LTD4.71%

1. GE VERNOVA T&D INDIA LIMITED4.29%
2. ADANI ENERGY SOLUTIONS LTD.3.37%

1. Hindalco Industries Ltd.5.00%
2. National Aluminium Company Ltd.2.63%

1. Tata Steel Ltd.5.00%
2. Steel Authority of India Ltd.1.51%

1. SHRIRAM FINANCE LIMITED5.15%
2. L&T FINANCE LTD1.00%

1. Cummins India Ltd.4.98%

1. CG Power and Industrial Solutions Ltd.2.96%
2. ABB India Ltd.1.92%

1. polycab India Limited2.71%
2. KEI Industries Ltd.1.53%

1. VEDANTA LTD.4.19%

1. FEDERAL BANK LTD.4.08%

1. BHARAT FORGE LTD.3.52%

1. Bharat Heavy Electricals Ltd.3.44%

1. SAMVARDHANA MOTHERSON INTERNATIONAL LTD2.98%

1. HITACHI ENERGY INDIA LTD.2.94%

1. Vodafone Idea Ltd1.96%

1. Solar Industries India Limited1.94%

1. ADITYA BIRLA CAPITAL LTD1.37%
No Data Found
No Data Found

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 ₹588 Crore. The fund benchmarks its performance against the Nifty200 Momentum 30 Total Return while maintaining an expense ratio of 1.61. 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
Nippon India Nifty Alpha Low Volatility 30 Index Fund Growth01,321 CR1.2
Kotak Nifty 100 Low Volatality 30 ETF Growth0279 CR0.24
Kotak Nifty 200 Momentum 30 Index Fund Growth0587 CR1.61
Aditya Birla Sun Life Silver ETF Growth02,756 CR0.35
HDFC Silver ETF Growth07,472 CR0.5
Fund Name1Y3Y
This FundNippon India Nifty Alpha Low Volatility 30 Index Fund Growth2.155240.6152
This FundKotak Nifty 100 Low Volatality 30 ETF Growth0.035641.0422
This FundKotak Nifty 200 Momentum 30 Index Fund Growth0.186241.256
This FundAditya Birla Sun Life Silver ETF Growth111.4291227.4845
This FundHDFC Silver ETF Growth110.4029228.7771

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 1.61. 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 : 1.21%
  • 6 Months : -2.29%
  • 1 Year : 0.19%
  • 3 Years : 12.20%
Returns of Kotak Nifty 200 Momentum 30 Index Fund Growth are updated daily based on NAV of ₹ 14.531 as on Aug 20,2026. Since inception, the return has been 41.26%.

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 ₹588 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.