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Kotak Mahindra Mutual Fund · Index Fund
Kotak Nifty 500 Momentum 50 Index Fund - Regular Plan - Growth
The investment objective of the scheme is to provide returns that, before expenses, corresponds to the total returns of the securities as represented by the underlying index, subject to tracking errors. However, there is no assurance that the objective of the scheme will be realized.
EquityBenchmark · Nifty 500 Momentum 50 TRITER · 1.09%Inception · 20-11-2025
NAV
₹9.98
-0.30% · as of 14-10-2026
Since inception
0.48%
CAGR
Benchmark (inception)
21.32%
CAGR
Fund size
₹26 Cr
AUM
Expense ratio
1.09%
29-09-2026
Performance
Returns vs benchmark & category
Since inception: +0.48% CAGR vs benchmark +21.32%.
Portfolio
Where the money is invested
Top holdings
Shriram Finance Limited5.08%
CUMMINS INDIA LIMITED EQ FV RS.25.06%
Multi Commodity Exchange of India L4.96%
BSE LIMITED EQ NEW FV RS. 2/-4.95%
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-4.87%
GE T&D INDIA LIMITED EQ NEW RS. 2/-4.86%
Adani Power Limited4.84%
LAURUS LABS LIMITED EQ NEW FV RS. 2/-4.66%
THE FEDERAL BANK LIMITED EQ NEW FV RS.2/-3.63%
BHARAT HEAVY ELECTRICALS LIMITED EQ NEW FV RS. 2/-3.37%
Sector allocation
Capital Goods33.01%
Financial Services23.94%
Healthcare11.78%
Metals & Mining9.99%
Power8.37%
Automobile and Auto Components6.09%
Telecommunication4.26%
Chemicals1.45%
Services0.71%
Information Technology0.47%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 0.5% p.a.₹10,000
10 years
Projected value
₹12,29,506
Invested: ₹12,00,000
Gained: ₹29,506
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Satish Dondapati, Mr. Abhishek Bisen, Mr. Jeetu Valechha Sonar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
154030
ISIN (Growth)
INF174KA1YF1
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
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