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Kotak Nifty500 Momentum 50 Index Fund Growth Return

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

Kotak Nifty500 Momentum 50 Index Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹24 Cr

Lock In Period

N/A

Expense Ratio

0.71

Exit Load

Nil

Benchmark

Nifty500 Momentum 50 Total Return

Kotak Nifty500 Momentum 50 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M0.83-0.1921.76
6M2.751.7129.93
1Y0.004.2095.20
3Y0.0011.97188.32

Portfolio Analysis

  • Equity: 99.85%
  • Debt: 0.15%
  • Others
As on: 2026-05-31
View allocation % by

1. SHRIRAM FINANCE LIMITED4.69%
2. BAJAJ FINANCE LTD.4.45%
3. MUTHOOT FINANCE LTD.2.39%
4. L&T FINANCE HOLDINGS LTD1.88%
5. CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.1.72%
6. Mahindra & Mahindra Financial Services Ltd.0.87%
7. Manappuram Finance Ltd.0.74%
8. India Infoline Ltd0.34%

1. Eicher Motors Ltd.4.73%
2. TVS Motor Company Ltd.3.20%
3. Hero MotoCorp Ltd.2.84%

1. BSE LTD4.84%
2. MULTI COMMODITY EXCHANGE OF INDIA LIMITED3.29%

1. Mahindra & Mahindra Ltd.4.12%
2. Maruti Suzuki India Limited3.87%

1. FEDERAL BANK LTD.2.57%
2. AU SMALL FINANCE BANK LTD.2.55%
3. RBL BANK LTD.1.09%
4. KARUR VYSYA BANK LTD.0.96%
5. CITY UNION BANK LTD.0.78%

1. Hindalco Industries Ltd.5.50%

1. Asian Paints(India) Ltd.4.49%

1. BHARTI AIRTEL LTD.4.25%

1. Laurus Labs Ltd3.05%
2. Glenmark Pharmaceuticals Ltd1.16%

1. Max Financial Services Ltd1.68%
2. ADITYA BIRLA CAPITAL LTD1.67%
3. Anand Rathi Wealth Ltd.0.65%

1. CANARA BANK1.82%
2. INDIAN BANK1.37%

1. Cummins India Ltd.3.03%

1. Inter Globe Aviation Ltd2.92%

1. Fortis Healthcare India Ltd1.73%
2. ASTER DM HEALTHCARE LTD0.51%
3. Narayana Hrudalaya Ltd0.39%

1. GE VERNOVA T&D INDIA LIMITED2.22%

1. One 97 Communications Ltd1.75%

1. FSN E-Commerce Ventures Ltd.1.57%

1. HITACHI ENERGY INDIA LTD.1.47%

1. GMR AIRPORTS LIMITED1.34%

1. UPL Ltd1.27%

1. NAVIN FLUORINE INTERNATIONAL LTD.1.15%

About Fund Kotak Nifty500 Momentum 50 Index Fund Growth

Kotak Nifty500 Momentum 50 Index Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹24 Crore. The fund benchmarks its performance against the Nifty500 Momentum 50 Total Return while maintaining an expense ratio of 0.71. 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
Baroda BNP Paribas Nifty200 Momentum 30 Index Fund Growth022.35 CR1.22
Mirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF Growth0463.83 CR0.48
Kotak Nifty500 Momentum 50 Index Fund Growth024.3 CR0.71
Aditya Birla Sun Life Silver ETF Growth02796.88 CR0.35
ICICI Prudential Silver ETF Growth013863.65 CR0.4
Fund Name1Y3Y
This FundBaroda BNP Paribas Nifty200 Momentum 30 Index Fund Growth-2.24520
This FundMirae Asset Nifty MidSmallcap400 Momentum Quality 100 ETF Growth1.79960
This FundKotak Nifty500 Momentum 50 Index Fund Growth00
This FundAditya Birla Sun Life Silver ETF Growth95.0697188.0912
This FundICICI Prudential Silver ETF Growth95.1992188.3213

Kotak Nifty500 Momentum 50 Index Fund Growth 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 0.71. 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 : 0.83%
  • 6 Months : 2.75%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Kotak Nifty500 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 10.067 as on Jul 14,2026. 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 ₹24 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.