Kotak Nifty 200 Momentum 30 Index Fund Direct Growth: NAV, Returns, Calculator, Expense Ratio & Review

Kotak Nifty 200 Momentum 30 Index Fund Direct Growth

Very High Risk

Index

NAV as of Aug 14, 2025

14.43

0.21%1D Change

Returns since inception

17.92%p.a.

Very High Risk

Index

NAV as of Aug 14, 2025

14.43

0.21%1D Change

Returns since inception

17.92%p.a.

Kotak Nifty 200 Momentum 30 Index Fund Direct Growth

Very High Risk|Index
NAV as of Aug 14, 2025

14.43

0.21%1D

Returns since inception

17.92%p.a.

Returns Calculator

Investment Type

Monthly SIP
One-Time
4000
20
yrs
Total investment₹9.6 Lakhs
Returns0
Final Value0
Absolute ReturnNaN%

Fund Overview

  • RatingNo Rating
  • Expense ratio0.3%
  • Exit Load0% within 0 days
  • AUM (Fund size)₹341.05 Crore
  • Lock-in periodNo Lock-in
  • Age2 yrs since Jun 20, 2023
  • Min. investmentSIP ₹500 & Lump. ₹5000
  • RiskVery High
  • Short-term capital gains (STCG)Returns taxed at 20% if you redeem before 1 year
  • Long-term capital gains (LTCG)After 1 year, pay tax of 12.5% on returns of ₹1.25 lakh+ in a financial year

Fund Distribution

Top Holdings
Top Sectors
Holding NameAssets (%)
InterGlobe Aviation Ltd5.44%
ICICI Bank Ltd5.39%
HDFC Bank Ltd5.29%
SBI Life Insurance Co Ltd5.15%
Bharti Airtel Ltd5.05%

Peer Comparison

Overview
Returns
Risk Ratios
Fund NameAUM (In Crs.)NAVRisk
Motilal Oswal Nifty Bank ...₹ 653 Cr
20.52
| 0.29%
Very High
Nippon India Index Fund -...₹ 2,572 Cr
45.06
| 0.08%
Very High
Motilal Oswal Nifty 50 In...₹ 723 Cr
21.30
| 0.08%
Very High
UTI Nifty 50 Index Fund-G...₹ 23,731 Cr
171.88
| 0.08%
Very High

NAV History

FUND

Kotak Nifty 200 Momentum 30 Index Fund Direct Growth

NAV (Aug 14, 2025)₹14.43
ClassIndex | Nifty
Inception DateJun 20, 2023
Fund ManagerAbhishek Bisen, Devender Singhal, Satish Dondapati

FUND

Kotak Nifty 200 Momentum 30 Index Fund Direct Growth

Initial Price₹10
Min. Investment AmountSIP ₹500 and Lump. ₹5000
Exit Load0% within 0 days

Returns

1W

1M

3M

6M

1Y

3Y

Kotak Nifty 200 Mome...0.3%-2.33%0.03%7.38%-13.56%null%

About Kotak Mahindra Asset Management Co Ltd

Kotak Mutual Fund was established in December 1998 and is a wholly-owned subsidiary of Kotak Mahindra Bank. It is one of the top asset management companies in India. Kotak Mutual Fund has Kotak Mahindra Bank Limited as the sponsor and Kotak Mahindra Trustee Company Limited as the trustee. Kotak Mahindra Asset Management Company (KMAMC) is the asset management company for Kotak Mahindra Mutual Fund.

Kotak Mahindra Asset Management Co Ltd Details

  • No. of schemes126
  • Total AUM₹233,780.35 Crore
  • AddressKotak Mahindra Asset management Company Limited, 2nd Floor, 12-BKC, Plot No C-12, Mumbai, Maharashatra, 400 051
  • Phone+91 22 61152100
Start your investment
Lumpsum
SIP
Amount
Estimated value after 3 years

(as per historical returns)

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Min investment of ₹500 required