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  • Kotak Nifty 200 Momentum 30 Index Fund (Growth)
Kotak Mutual Fund

Kotak Nifty 200 Momentum 30 Index Fund (Growth)

EquityIndex Funds

14.57

NAV (Apr 22)

43.9%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

14.57

NAV (Apr 22)

Fund Returns

Last 1Y
NA
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
43.9%
6 Month CAGR
35.3%

Scheme Information

Investment Objective

The investment objective of the scheme is to provide returns that,before expenses,corresponding to the total returns of the securities as represented by the underlying index,subject to tracking error. However,there is no assurance that the investment objective of the scheme will be achieved. The scheme does not assure or guarantee any returns.

Expense Ratio
0.89
Launched (1y ago)
Jun 20, 2023
AUM in Crores
114.005
ISIN
INF174KA1NY5
Lock-in
No Lock-in
Benchmark
Nifty 200 Momentum 30 TR INR
SIP Minimum
0
Lumpsum Min.
5000
Standard Deviation (3yr)
0
Standard Deviation (5yr)
0
Beta (3yr)
0
Beta (5yr)
0
Sharpe Ratio (3yr)
0
Sharpe Ratio (5yr)
0
YTM
0
Fund Managers

Devender Singhal

Fund Manager

Satish Dondapati

Fund Manager

Abhishek Bisen

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Nifty 200 Momentum 30 Index Fund (Growth)70%NaN NaN%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 93,3385.00%

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

Last updated on 2024-04-22

Top Stock Holdings

bajaj auto ltd

5.9%
5.9%

tata motors ltd

5.8%
5.8%

trent ltd

5.6%
5.6%

coal india ltd

5%
5%

hindustan aeronautics ltd ordinary shares

4.9%
4.9%
See all holdings

Allocation by Sector

consumer cyclical

27.5%
27.5%

industrials

19.4%
19.4%

healthcare

17.3%
17.3%

financial services

11.7%
11.7%

real estate

5%
5%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
HDFC Large and Mid Cap Fund (G)
HDFC Large and Mid Cap Fund (G)

₹ 17,313 cr

₹ 14,075 cr

₹ 21,475 cr

₹ 53,505 cr

₹ 41,281 cr

amc-img

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 384,859 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
phone-img022-66384444
Fund NameScripbox Opinion
Till Date CAGR

13.4%

8.4%

11.1%

12.1%

-

5%

13.4%

8.4%

13.4%

8.4%

Kotak Nifty 200 Momentum 30 Index Fund (G) Review

Kotak Nifty 200 Momentum 30 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 43.9% over a period of 0 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Abhishek Bisen, Devender Singhal, Satish Dondapati.

Nav of Kotak Nifty 200 Momentum 30 Index Fund (G) as of 4/22/2024 is ₹14.57 with the total AUM as of 4/23/2024 is ₹114.005. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Nifty 200 Momentum 30 Index Fund (G) was launched on Jun 20, 2023. The category risk of the fund is Very High Risk.

The minimum SIP amount for Kotak Nifty 200 Momentum 30 Index Fund (G) is ₹0 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

Kotak Nifty 200 Momentum 30 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to Nifty 200 Momentum 30 TR INR.

Kotak Nifty 200 Momentum 30 Index Fund (G) is rated as a 0 fund in Equity and delivered null% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Nifty 200 Momentum 30 Index Fund (G).

Frequently Asked Questions

What is Kotak Nifty 200 Momentum 30 Index Fund (G)?

Kotak Nifty 200 Momentum 30 Index Fund (G) is a Index Funds Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

How to invest in Kotak Nifty 200 Momentum 30 Index Fund (G)?

You can invest in Kotak Nifty 200 Momentum 30 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

What is the minimum sip amount of Kotak Nifty 200 Momentum 30 Index Fund (G)?

The minimum sip amount for Kotak Nifty 200 Momentum 30 Index Fund (G) is ₹0. You can invest in multiples of ₹5000.

Is Kotak Nifty 200 Momentum 30 Index Fund (G) good to invest in?

As per Scripbox experts, Kotak Nifty 200 Momentum 30 Index Fund (G) is a Not Reviewed Yet fund. You can investKotak Nifty 200 Momentum 30 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

What is the expense ratio of the Kotak Nifty 200 Momentum 30 Index Fund (G)?

The expense ratio of the Kotak Nifty 200 Momentum 30 Index Fund (G) is 0.89% for regular plan.