- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Nifty 200 Momentum 30 Index Fund Direct Growth
Kotak Nifty 200 Momentum 30 Index Fund Direct Plan Growth
₹ 12.78
NAV (Apr 11)
View Less
Kotak Nifty 200 Momentum 30 Index Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment3,14,262
Wealth Gained10,46,874
Total Corpus Created (₹)
With CAGR of 14.364 % in 5 yearsHistorical NAV
₹ 12.775
NAV (Apr 11)
Fund Returns
Last 1Y | -14.1% |
Last 3Y | - |
Last 5Y | - |
Last 10Y | - |
Since Inception | 14.4% |
6 Month CAGR | -28% |
Scheme Information
The scheme seeks to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking error.
Expense Ratio | 0.3 % |
Launched 1Y ago | 2023-06-15 |
AUM in Crores | 350.7 |
ISIN | INF174KA1OB1 |
Lock-in (days) | No Lock-in |
Benchmark | Nifty 200 Momentum 30 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | - |
Beta | - |
Sharpe Ratio | - |
Returns Calculator Comparison
of
for
with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Nifty 200 Momentum 30 Index Fund Direct (G) | 5,35,501 | -1,97,111 | -14.1% | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 93,338 | 5.00% |
Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.
Asset allocation and Holdings
Top Stock Holdings
Tata Motors Ltd.
5.73%NTPC Ltd.
5.45%Trent Ltd.
5.17%Adani Ports and Special Economic Zone Ltd.
5.1%Bharti Airtel Ltd.
4.99%
Allocation by Sector
Technology
25.26%Services
24.76%Healthcare
14.48%Capital Goods
10.7%Automobile
7.86%
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 49,131 cr | ||
₹ 93,440 cr | ||
₹ 64,962 cr | ||
₹ 23,379 cr | ||
₹ 16,217 cr |
About the AMC
Kotak Mahindra Mutual Fund
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.8% | 6.2% | ||
12.3% | 11.3% | ||
19.4% | 8.3% | ||
8.1% | 8% | ||
7.5% | 7.1% |
Kotak Nifty 200 Momentum 30 Index Fund Direct Growth Calculator
Investment Duration5 years
7,32,612
Total Investment3,14,262
Wealth Gained10,46,874
Total Corpus Created (₹)
With CAGR of 14.364 % in 5 yearsFrequently Asked Questions
What is the expense ratio for Kotak Nifty 200 Momentum 30 Index Fund Direct Plan Growth?
What is the current AUM of Kotak Nifty 200 Momentum 30 Index Fund Direct Growth?
What is the latest NAV of Kotak Nifty 200 Momentum 30 Index Fund Direct Growth?
What is the Riskometer rating for Kotak Nifty 200 Momentum 30 Index Fund Direct Plan Growth?
Which are the top sector holdings in Kotak Nifty 200 Momentum 30 Index Fund Direct Plan?
Which are the top stock holdings in Kotak Nifty 200 Momentum 30 Index Fund Direct Plan?
What is the asset allocation of Kotak Nifty 200 Momentum 30 Index Fund Direct Plan Growth?
What has been the performance of Kotak Nifty 200 Momentum 30 Index Fund Direct Growth returns?
Does Kotak Nifty 200 Momentum 30 Index Fund Direct Growth have a lock-in period?
Can I invest in both SIP and lump sum options in Kotak Nifty 200 Momentum 30 Index Fund Direct Plan Growth?
How to invest in Kotak Nifty 200 Momentum 30 Index Fund Direct Growth?
How can I redeem my investment in Kotak Nifty 200 Momentum 30 Index Fund Direct Plan?