Kotak Nifty 200 Momentum 30 Index Fund Direct Growth
Get the latest NAV of Kotak Nifty 200 Momentum 30 Index Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹13.06
1D
NAV as on 23 Oct 2026
7.92%/per year
Since Inception
▲▼
2749 people have invested ₹ 54L in Kotak Nifty 200 Momentum 30 Index Fund in the last three months
Peer comparison
Kotak Nifty 200 Momentum 30 Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
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Profit
Total Corpus
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Kotak Nifty 200 Momentum 30 Index Fund Asset Allocation
See fund asset allocation details as on (14-Oct-26)
Fund Distribution
as on (14-Oct-26)
Kotak Nifty 200 Momentum 30 Index Fund Sector Allocation
See fund sector allocation details as on (14-Oct-26)
Sector Allocation
Top 3 Sectors in September were Industrial, Financial Services & Basic Materials
Industrial
27%
Financial Services
21%
Basic Materials
21%
Industrial
28%
Financial Services
22%
Basic Materials
21%
Kotak Nifty 200 Momentum 30 Index Fund Holdings Details
as on (30-Sep-26)
Kotak Nifty 200 Momentum 30 Index Fund Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.77% |
Benchmark | Nifty 200 Momentum 30 TR INR |
| AUM | ₹562 Cr |
| Inception Date | 20 June, 2023 |
| Min Lumpsum/SIP | ₹100/₹100 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 134.61% |
| Risk |   Very High Risk |
About Kotak Nifty 200 Momentum 30 Index Fund
Kotak Nifty 200 Momentum 30 Index Fund Direct Growth is an equity fund. This fund was started on 20 June, 2023. The fund is managed by Jeetu Sonar, Satish Dondapati, Abhishek Bisen. The fund could potentially beat inflation in the long-run.
Key Parameters
- Kotak Nifty 200 Momentum 30 Index Fund has ₹562 Cr worth of assets under management (AUM) as on Oct 2026 and is more than category average.
- The fund has an expense ratio 0.8.
Returns
Kotak Nifty 200 Momentum 30 Index Fund has given a CAGR return of 7.92% since inception. Over the last 1 and 3 years the fund has given a CAGR return of -13.88% and 7.20% respectively.
Holdings
Kotak Nifty 200 Momentum 30 Index Fund has allocated its funds majorly in Cash Equivalent, Industrial, Financial Services, Basic Materials, Utilities, Health, Consumer Cyclical, Communication. Its top holdings are Laurus Labs Ltd, Multi Commodity Exchange of India Ltd, Tata Steel Ltd, Shriram Finance Ltd, Hindalco Industries Ltd
Taxation
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Kotak Nifty 200 Momentum 30 Index Fund
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.
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Kotak Nifty 200 Momentum 30 Index Fund has no lock in period.
Fund Manager
Jeetu Sonar
Fund Manager of Kotak Nifty 200 Momentum 30 Index Fund, since 9 March 2026
Satish Dondapati
Fund Manager of Kotak Nifty 200 Momentum 30 Index Fund, since 20 June 2023
Abhishek Bisen
Fund Manager of Kotak Nifty 200 Momentum 30 Index Fund, since 20 June 2023
- AUM of the fund stands at 562.1 Cr as of Sep'26
- AUM decreased by 39.3 Cr between Sep'26 and Aug'26
Frequently Asked Questions for Kotak Nifty 200 Momentum 30 Index Fund Direct Growth
How do I invest in Kotak Nifty 200 Momentum 30 Index Fund?
- Download the INDmoney app.
- Search for ‘Kotak Nifty 200 Momentum 30 Index Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.