Kotak Nifty 200 Momentum 30 Index Fund Direct Growth

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 Satish Dondapati, Abhishek Bisen, Devender Singhal. The fund could potentially beat inflation in the long-run.

1. Kotak Nifty 200 Momentum 30 Index Fund Direct Growth has ₹484 Cr worth of assets under management (AUM) as on Jul 2025 and is more than category average.
2. The fund has an expense ratio 0.3.
   

Kotak Nifty 200 Momentum 30 Index Fund Direct Growth has given a CAGR return of 18.54% since inception. Over the last 1 year the fund has given a CAGR return of -16.52%.

Kotak Nifty 200 Momentum 30 Index Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Industrial, Tech, Health, Consumer Cyclical, Communication, Basic Materials, Consumer Defensive. Its top holdings are InterGlobe Aviation Ltd, Bharat Electronics Ltd, HDFC Life Insurance Co Ltd, Bharti Airtel Ltd, Bajaj Finserv Ltd

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.

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 for lump sum payment is INR 100.00 and for SIP is INR 100.00. Kotak Nifty 200 Momentum 30 Index Fund Direct Growth has no lock in period.