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Kotak Nifty500 Momentum 50 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
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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)

₹22 Cr

Lock In Period

N/A

Expense Ratio

0.94

Exit Load

Nil

Benchmark

Nifty500 Momentum 50 Total Return

Summary

Kotak Nifty500 Momentum 50 Index Fund Growth NAV is ₹9.909 as of 16 May, 2026. Kotak Nifty500 Momentum 50 Index Fund Growth has delivered 0.00% returns since its launch. The minimum SIP investment amount in Kotak Nifty500 Momentum 50 Index Fund Growth is ₹100. The AUM of Kotak Nifty500 Momentum 50 Index Fund Growth is ₹22 Cr. The expense ratio of the fund is 0.94%, and its benchmark is Nifty500 Momentum 50 Total Return. The current exit load of the fund is Nil. In the last 1M months, Kotak Nifty500 Momentum 50 Index Fund Growth has delivered 3.77% returns.

Kotak Nifty500 Momentum 50 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M3.770.1521.06
6M0.001.1478.96
1Y0.004.29192.86
3Y0.0012.01285.18

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

Kotak Nifty500 Momentum 50 Index Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹22 Crore. The fund benchmarks its performance against the Nifty500 Momentum 50 Total Return while maintaining an expense ratio of 0.94. 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
Motilal Oswal Nifty MidSmall India Consumption Index Fund Growth023.14 CR1.06
Bandhan BSE Healthcare Index Fund Growth018.09 CR1.03
Kotak Nifty500 Momentum 50 Index Fund Growth021.73 CR0.94
DSP Silver ETF Growth01710.79 CR
ICICI Prudential Silver ETF Growth014714.8 CR0.4
Fund Name1Y3Y
This FundMotilal Oswal Nifty MidSmall India Consumption Index Fund Growth-7.86460
This FundBandhan BSE Healthcare Index Fund Growth10.78870
This FundKotak Nifty500 Momentum 50 Index Fund Growth00
This FundDSP Silver ETF Growth192.6736284.0244
This FundICICI Prudential Silver ETF Growth192.8609285.1848

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 0.94. 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 : 3.77%
  • 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 ₹ 9.909 as on May 15,2026. 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 ₹22 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.