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)

₹26 Cr

Lock In Period

N/A

Expense Ratio

1.23

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(%)
1M-4.53-2.296.39
6M11.161.8837.51
1Y0.002.1753.39
3Y0.0010.81201.13

Portfolio Analysis

  • Equity: 100.59%
  • Debt: -0.59%
  • Others
As on: 2026-08-31
View allocation % by

1. Laurus Labs Ltd5.67%
2. TORRENT PHARMACEUTICALS LTD.2.69%
3. Glenmark Pharmaceuticals Ltd1.67%
4. Ami Organics Ltd1.35%
5. SAI LIFE SCIENCES LIMITED0.94%
6. Granules India Ltd.0.64%

1. MULTI COMMODITY EXCHANGE OF INDIA LIMITED5.75%
2. BSE LTD4.05%

1. Hindalco Industries Ltd.4.99%
2. National Aluminium Company Ltd.2.66%

1. GE VERNOVA T&D INDIA LIMITED4.22%
2. ADANI ENERGY SOLUTIONS LTD.2.70%

1. Cummins India Ltd.4.41%
2. Kirloskar Oil Engines Ltd.1.26%

1. FEDERAL BANK LTD.3.78%
2. KARUR VYSYA BANK LTD.1.37%
3. RBL BANK LTD.0.40%

1. CG Power and Industrial Solutions Ltd.2.92%
2. ABB India Ltd.1.86%
3. Schneider Electric Infrastructure Ltd0.46%

1. SHRIRAM FINANCE LIMITED5.23%

1. polycab India Limited2.62%
2. KEI Industries Ltd.1.63%
3. R R KABEL LTD0.49%
4. Finolex Cables Ltd.0.45%

1. ADANI POWER LTD4.14%
2. NLC India Ltd.0.47%

1. Bharat Heavy Electricals Ltd.3.48%

1. BHARAT FORGE LTD.3.13%

1. HITACHI ENERGY INDIA LTD.2.86%

1. ADITYA BIRLA CAPITAL LTD1.30%
2. Anand Rathi Wealth Ltd.1.17%

1. HFCL LTD2.44%

1. ATHER ENERGY LTD2.40%

1. Vodafone Idea Ltd2.01%

1. Welspun Corp Limited1.81%

1. Thermax Ltd.0.96%
2. CRAFTSMAN AUTOMATION LTD0.78%

1. Steel Authority of India Ltd.1.62%

1. NAVIN FLUORINE INTERNATIONAL LTD.1.58%

1. Apar Industries Ltd.1.41%
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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 ₹26 Crore. The fund benchmarks its performance against the Nifty500 Momentum 50 Total Return while maintaining an expense ratio of 1.23. 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
Zerodha Nifty Midcap 150 ETF Growth0275 CR
UTI Nifty 500 Exchange Traded Fund Growth09 CR0.15
Kotak Nifty500 Momentum 50 Index Fund Growth026 CR1.23
HDFC Silver ETF Growth08,312 CR0.58
Axis Silver ETF Growth02,068 CR0.42
Fund Name1Y3Y
This FundZerodha Nifty Midcap 150 ETF Growth5.10330
This FundUTI Nifty 500 Exchange Traded Fund Growth00
This FundKotak Nifty500 Momentum 50 Index Fund Growth00
This FundHDFC Silver ETF Growth53.4026199.5158
This FundAxis Silver ETF Growth53.9436200.6906

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 1.23. 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 : -4.53%
  • 6 Months : 11.16%
  • 1 Year : 0.00%
  • 3 Years : 0.00%
Returns of Kotak Nifty500 Momentum 50 Index Fund Growth are updated daily based on NAV of ₹ 9.9 as on Oct 01,2026. 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 ₹26 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.
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