Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Fund House: Kotak Mahindra Mutual Fund
Category: Index Fund
Status: Open Ended Schemes
Launch Date: 15-06-2023
Minimum Investment: 100.0
Asset Class:
Minimum Topup: 100.0
Benchmark: Nifty 200 Momentum 30 TRI
Total Assets: 350.73 As on (31-03-2025)
Expense Ratio: 0.79% As on (31-03-2025)
Turn over: 81.00% | Exit Load:
NAV as on 25-04-2025
13.6
-0.241
CAGR Since Inception
17.32%
Nifty 200 Momentum 30 TRI 19.63%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | -9.27 | - | - | - | 17.32 |
| Nifty 200 Momentum 30 TRI | -5.96 | 14.9 | 25.05 | 18.16 | 19.63 |
| Index Fund | 6.23 | 12.92 | 22.71 | 11.66 | 7.52 |
Funds Manager
Abhishek Bisen, Devender Singhal, Satish Dondapati
RETURNS CALCULATORS for Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
Portfolio Holdings
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Sector Allocation
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PEER COMPARISION of Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Kotak Nifty 200 Momentum 30 Index Fund Reg Gr | 15-06-2023 | -9.27 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr | 14-08-2023 | 15.56 | 0.0 | 0.0 | 0.0 | 0.0 |
| Edelweiss MSCI India Domestic & World Healthcare 45 Index Reg Gr | 26-10-2020 | 14.34 | 25.43 | 15.44 | 0.0 | 0.0 |
| HDFC Nifty G-Sec Jun 2036 Index Fund Gr | 15-03-2023 | 13.3 | 10.02 | 0.0 | 0.0 | 0.0 |
| Nippon India Nifty G-Sec Jun 2036 Maturity Index Fund Reg Gr | 14-12-2022 | 13.22 | 9.97 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential Nifty Pharma Index Fund Gr | 14-12-2022 | 13.17 | 30.02 | 0.0 | 0.0 | 0.0 |
| Edelweiss CRISIL IBX 50:50 Gilt Plus SDL April 2037 Index Fund Reg Gr | 12-10-2022 | 13.1 | 9.91 | 0.0 | 0.0 | 0.0 |
| SBI CRISIL IBX Gilt Index June 2036 Fund Reg Gr | 05-10-2022 | 13.09 | 9.83 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal BSE Financials ex Bank 30 Index Fund Reg Gr | 29-07-2022 | 12.84 | 27.75 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential Nifty Bank Index Fund Gr | 05-03-2022 | 12.71 | 13.09 | 14.55 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option | ||||||
| Index Fund | - | - | - | - | - | - |