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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 · 0.52%Inception · 20-11-2025
NAV
₹10.13
+0.66% · as of 15-07-2026
Since inception
2.00%
CAGR
Benchmark (inception)
21.64%
CAGR
Fund size
₹24 Cr
AUM
Expense ratio
0.52%
31-05-2026
Performance
Returns vs benchmark & category
Since inception: +2.00% CAGR vs benchmark +21.64%.
Portfolio
Where the money is invested
Top holdings
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-5.50%
BSE LIMITED EQ NEW FV RS. 2/-4.84%
EICHER MOTORS LIMITED EQ NEW FV RE. 1/-4.73%
Shriram Finance Limited4.69%
ASIAN PAINTS LIMITED EQ NEW FV Re. 1/-4.49%
Bajaj Finance Limited4.45%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.25%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.54.12%
MARUTI SUZUKI INDIA LIMITED EQ3.87%
Multi Commodity Exchange of India L3.29%
Sector allocation
Financial Services42.28%
Automobile and Auto Components19.92%
Capital Goods7.28%
Healthcare6.84%
Metals & Mining5.69%
Consumer Durables4.49%
Services4.26%
Telecommunication4.25%
Chemicals2.42%
Consumer Services1.57%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 2.0% p.a.₹10,000
10 years
Projected value
₹13,29,409
Invested: ₹12,00,000
Gained: ₹1,29,409
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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