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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹17 Cr

Lock In Period

N/A

Expense Ratio

0.52

Benchmark

Nifty500 Momentum 50 Total Return

Exit Load

Nil

Summary

Latest details for Kotak Nifty500 Momentum 50 Index Fund Growth include a ₹9.744 NAV as of Apr 24,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Kotak Nifty500 Momentum 50 Index Fund Growth AUM is ₹17 Cr, with a lock-in of N/A years, expense ratio of 0.52%, and benchmark Nifty500 Momentum 50 Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 12.88% returns, against a category average of 0.58% and a category best of 22.18%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M12.880.5822.18
6M0.000.5260.63
1Y0.003.44144.89
3Y0.0011.27211.53

Portfolio Analysis

  • Equity: 99.55%
  • Debt: 0.45%
  • Others
As on: 2026-03-31
View allocation % by

1. SHRIRAM FINANCE LIMITED5.00%
2. BAJAJ FINANCE LTD.4.54%
3. MUTHOOT FINANCE LTD.2.61%
4. L&T FINANCE HOLDINGS LTD1.80%
5. CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.1.75%
6. Mahindra & Mahindra Financial Services Ltd.0.94%
7. Manappuram Finance Ltd.0.66%
8. India Infoline Ltd0.36%

1. Eicher Motors Ltd.5.01%
2. TVS Motor Company Ltd.3.71%
3. Hero MotoCorp Ltd.3.39%

1. Mahindra & Mahindra Ltd.4.61%
2. Maruti Suzuki India Limited4.19%

1. FEDERAL BANK LTD.2.66%
2. AU SMALL FINANCE BANK LTD.2.52%
3. KARUR VYSYA BANK LTD.1.11%
4. RBL BANK LTD.1.06%
5. City Union Bank Ltd.0.84%

1. BSE LTD3.62%
2. MULTI COMMODITY EXCHANGE OF INDIA LIMITED3.07%

1. Hindalco Industries Ltd.4.93%

1. BHARTI AIRTEL LTD.4.79%

1. Asian Paints(India) Ltd.4.20%

1. Max Financial Services Ltd1.73%
2. ADITYA BIRLA CAPITAL LTD1.55%
3. Anand Rathi Wealth Ltd.0.66%

1. Laurus Labs Ltd2.57%
2. Glenmark Pharmaceuticals Ltd1.24%

1. CANARA BANK1.98%
2. INDIAN BANK1.61%

1. Inter Globe Aviation Ltd3.02%

1. Cummins India Ltd.2.68%

1. Fortis Healthcare India Ltd1.71%
2. ASTER DM HEALTHCARE LTD0.54%
3. Narayana Hrudalaya Ltd0.38%

1. GE VERNOVA T&D INDIA LIMITED1.81%

1. One 97 Communications Ltd1.74%

1. FSN E-Commerce Ventures Ltd.1.62%

1. UPL Ltd1.30%

1. GMR AIRPORTS LIMITED1.30%

1. NAVIN FLUORINE INTERNATIONAL LTD.1.15%

1. HITACHI ENERGY INDIA LTD.1.06%

About Fund

Kotak Nifty500 Momentum 50 Index Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹17 Crore. The fund benchmarks its performance against the Nifty500 Momentum 50 Total Return while maintaining an expense ratio of 0.52. Under the expert guidance of Jeetu Valechha Sonar ,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

Jeetu Valechha Sonar

Mr. Jeetu Valechha Sonar holds B.com. He has more than 11 years experience in Commodity and Equity dealing and advisory. Prior to joining Kotak AMC Limited, he has worked as institutional dealer with Kotak Securities Ltd. and is part of Kotak Group since 2014.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
This FundTata Nifty Auto Index Fund Growth085.9 CR1.12
This FundUTI Nifty IT ETF Growth05.23 CR0.18
This FundKotak Nifty500 Momentum 50 Index Fund Growth016.92 CR0.52
This FundKotak Silver ETF Growth03319.12 CR0.35
This FundICICI Prudential Silver ETF Growth014511.43 CR0.4
Fund Name1Y3Y
This FundTata Nifty Auto Index Fund Growth14.94560
This FundUTI Nifty IT ETF Growth-12.95770
This FundKotak Nifty500 Momentum 50 Index Fund Growth00
This FundKotak Silver ETF Growth144.2775210.7028
This FundICICI Prudential Silver ETF Growth144.8727211.5326

FAQs

Kotak Nifty500 Momentum 50 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 Nifty500 Momentum 50 Index Fund Growth is 0.52. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Nifty500 Momentum 50 Index Fund Growth’s fund performance is as follows:
  • 1 Month : 12.88%
  • 6 Months : 0.00%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Kotak Nifty500 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 9.744 as on Apr 24,2026. Since inception, the return has been 0.00%.

You can invest in Kotak Nifty500 Momentum 50 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 Nifty500 Momentum 50 Index Fund Growth is ₹17 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Nifty500 Momentum 50 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