Kotak Nifty 200 Momentum 30 Index Fund

Kotak Nifty 200 Momentum 30 Index Fund

Equity

Kotak Mutual Fund

Index Funds

Get the latest NAV of Kotak Nifty 200 Momentum 30 Index Fund. 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.

₹14.78

▲0.6%1D

NAV as on 27 May 2026

13.76%/per year

Since Inception

Absolute Gain%

▲▼

3340 people have invested ₹ 1.5Cr in Kotak Nifty 200 Momentum 30 Index Fund in the last three months

Peer comparison

Fund Name
INDmoney Rank
AUM (in Crs.)
Expense Ratio
1Y Returns
3Y Returns
3Y Alpha
3Y Beta
3Y Sharpe
3Y Sortino
3Y Info Ratio
Kotak Nifty 200 Momentum 30 Index Fund
-
526Cr
0.2%
1.94%
-
--
--
--
--
--
UTI Nifty200 Momentum 30 Index Fund
-
8,397Cr
0.46%
1.8%
15.81%
-0.26
1.00
0.55
0.79
-1.39
Motilal Oswal Nifty India Defence Index Fund
-
4,690Cr
0.5%
7.08%
-
--
--
--
--
--
Motilal Oswal Nifty Midcap 150 Index Fund
-
3,408Cr
0.32%
9.28%
22.88%
-0.20
1.00
0.88
1.40
-4.06
See all

Kotak Nifty 200 Momentum 30 Index Fund Returns Calculator

Calculate SIP and lumpsum returns based on historical performance

  • 1-time

  • SIP

Total Investment

0

Profit

Total Corpus

0

Absolute Return
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Kotak Nifty 200 Momentum 30 Index Fund Asset Allocation

See fund asset allocation details as on (14-May-26)

Fund Distribution

as on (14-May-26)

Large cap
66.1%
Mid cap
33.9%
Mid Cap allocation has gone up from 32.7% to 33.9%
Mid Cap allocation has gone up from 32.7% to 33.9%
Large Cap allocation has gone down from 67.4% to 66.1%
Large Cap allocation has gone down from 67.4% to 66.1%
Cash allocation has gone up from -0.1% to -0.1%
Cash allocation has gone up from -0.1% to -0.1%

Kotak Nifty 200 Momentum 30 Index Fund Sector Allocation

See fund sector allocation details as on (14-May-26)

Sector Allocation

Financial Services
49.6%
Industrial
14.6%
Tech
9.6%
Health
8.3%
Consumer Cyclical
7%
Communication
5.2%
Basic Materials
4.2%
Consumer Defensive
1.5%

Top 3 Sectors in April were Financial Services, Consumer Cyclical & Basic Materials

Apr'26

Financial Services

47%

Consumer Cyclical

19%

Basic Materials

12%

Mar'26

Financial Services

46%

Consumer Cyclical

20%

Basic Materials

12%

Kotak Nifty 200 Momentum 30 Index Fund Holdings Details

as on (30-Apr-26)

Holdings
Weight%
1M Change
Hindalco Industries Ltd
6.07%
6.4%
State Bank of India
5.64%
6.4%
BSE Ltd
5.33%
6.4%
Shriram Finance Ltd
4.98%
6.4%
Eicher Motors Ltd
4.95%
6.4%
See all
Top Stocks bought last month
BSE Ltd's allocation increased from 4.37% to 5.33%
BSE Ltd's allocation increased from 4.37% to 5.33%
Hindalco Industries Ltd's allocation increased from 5.76% to 6.07%
Hindalco Industries Ltd's allocation increased from 5.76% to 6.07%
AU Small Finance Bank Ltd's allocation increased from 3.16% to 3.42%
AU Small Finance Bank Ltd's allocation increased from 3.16% to 3.42%
Top Stocks sold last month
State Bank of India's allocation decreased from 5.76 % to 5.64 %
State Bank of India's allocation decreased from 5.76 % to 5.64 %
Shriram Finance Ltd's allocation decreased from 5.16 % to 4.98 %
Shriram Finance Ltd's allocation decreased from 5.16 % to 4.98 %
Eicher Motors Ltd's allocation decreased from 5.11 % to 4.95 %
Eicher Motors Ltd's allocation decreased from 5.11 % to 4.95 %

Kotak Nifty 200 Momentum 30 Index Fund Overview

Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.

Expense ratio0.2%
Benchmark
Nifty 200 Momentum 30 TR INR
AUM₹526 Cr
Inception Date20 June, 2023
Min Lumpsum/SIP₹100/₹100
Exit Load0%
Lock InNo Lock-in
TurnOver
134.61%
Risk
Risk meter
pointer
Very High Risk

About Kotak Nifty 200 Momentum 30 Index Fund

Kotak Nifty 200 Momentum 30 Index Fund is an equity fund. This fund was started on 20 June, 2023. The fund is managed by Satish Dondapati, Jeetu Sonar, Abhishek Bisen. The fund could potentially beat inflation in the long-run.

Key Parameters

  1. Kotak Nifty 200 Momentum 30 Index Fund has ₹526 Cr worth of assets under management (AUM) as on May 2026 and is more than category average.
  2. The fund has an expense ratio 0.2.

Returns

Kotak Nifty 200 Momentum 30 Index Fund has given a CAGR return of 13.76% since inception. Over the last 1 year the fund has given a CAGR return of 1.94%.

Holdings

Kotak Nifty 200 Momentum 30 Index Fund has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Cyclical, Basic Materials, Industrial, Communication, Health, Tech. Its top holdings are Hindalco Industries Ltd, State Bank of India, BSE Ltd, Shriram Finance Ltd, Eicher Motors 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 benefit
Dividends 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

Satish Dondapati

Fund Manager of Kotak Nifty 200 Momentum 30 Index Fund, since 20 June 2023

Jeetu Sonar

Fund Manager of Kotak Nifty 200 Momentum 30 Index Fund, since 9 March 2026

Abhishek Bisen

Fund Manager of Kotak Nifty 200 Momentum 30 Index Fund, since 20 June 2023

Learn more about Kotak Mutual Fund
Parameters
Apr'26
Mar'26
Feb'26
AUM
₹ 526.4 Cr
₹ 444.3 Cr
₹ 502.8 Cr
  • AUM of the fund stands at 526.4 Cr as of Apr'26
  • AUM increased by 82.2 Cr between Apr'26 and Mar'26

Frequently Asked Questions for Kotak Nifty 200 Momentum 30 Index Fund

How do I invest in Kotak Nifty 200 Momentum 30 Index Fund?

INDmoney makes it simple to invest in the Kotak Nifty 200 Momentum 30 Index Fund. To do so, follow the steps below:
  • 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.

What is the current NAV of Kotak Nifty 200 Momentum 30 Index Fund?

The NAV of the fund today is ₹14.78. NAV or Net Asset Value is the per unit price of a mutual fund. For example, if the NAV of a fund is ₹10, it means you can get 1000 units of that mutual fund at ₹10,000.

What is the return on the fund?

Kotak Nifty 200 Momentum 30 Index Fund fund has generated a return of 1.94% in 1 year

Who is the fund manager of Kotak Nifty 200 Momentum 30 Index Fund?

The fund managers are Satish Dondapati, Jeetu Sonar, Abhishek Bisen.

What is the expense ratio of the fund?

The expense ratio is 0.20%. The Expense Ratio is a fee charged for managing the fund. This includes commissions, administrative costs etc.

What is the AUM of the fund?

The AUM of the fund is ₹526 Cr. AUM stands for Assets Under Management. It refers to the total assets managed by the fund.

What are the top holdings of Kotak Nifty 200 Momentum 30 Index Fund?

The top 3 holdings of the fund are Hindalco Industries Ltd(6.07%), State Bank of India(5.64%), BSE Ltd(5.33%)