Kotak Nifty 200 Momentum 30 Index Fund Regular Growth

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

1. Kotak Nifty 200 Momentum 30 Index Fund Regular Growth has ₹414 Cr worth of assets under management (AUM) as on Apr 2025 and is less than category average.
2. The fund has an expense ratio 0.8.
   

Kotak Nifty 200 Momentum 30 Index Fund Regular Growth has given a CAGR return of 19.64% since inception. Over the last 1 year the fund has given a CAGR return of -13.96%.

Kotak Nifty 200 Momentum 30 Index Fund Regular Growth has allocated its funds majorly in Cash Equivalent, Tech, Consumer Cyclical, Health, Communication, Financial Services, Industrial, Basic Materials, Consumer Defensive, Energy. Its top holdings are Bharti Airtel Ltd, Sun Pharmaceuticals Industries Ltd, Mahindra & Mahindra Ltd, Divi's Laboratories Ltd, Dixon Technologies (India) 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 Regular Growth has no lock in period.