Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - IDCW Payout
Category: Index Fund
Launch Date: 15-06-2023
AUM:
₹ 163.61 Cr
Expense Ratio
0.9%
Benchmark
Nifty 200 Momentum 30 TRI
ISIN
INF174KA1NZ2
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
1000
Fund Manager
Abhishek Bisen, Devender Singhal, Satish Dondapati
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - IDCW Payout | - | - | - |
| Nifty 200 Momentum 30 TRI | 67.27 | 27.15 | 25.98 |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
15.323
Last change
0.16 (1.0507%)
Fund Size (AUM)
₹ 163.61 Cr
Performance
51.38% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The scheme seeks to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking error.
Fund Manager
Abhishek Bisen, Devender Singhal, Satish Dondapati
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| Trent Ltd. | 6.11 |
| Tata Motors Ltd. | 5.76 |
| Hindustan Aeronautics Ltd. | 5.74 |
| Bajaj Auto Ltd. | 5.66 |
| Coal India Ltd. | 5.1 |
| REC Ltd. | 4.98 |
| NTPC Ltd. | 4.83 |
| Power Finance Corporation Ltd. | 4.63 |
| Dr. Reddy's Laboratories Ltd. | 4.53 |
| Bharat Electronics Ltd. | 4.28 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Automobile | 22.15 |
| Healthcare | 17.32 |
| Capital Goods | 16.29 |
| Financial | 12.97 |
| Construction | 9.11 |
| Services | 6.51 |
| Materials | 5.58 |
| Energy | 4.83 |
| Consumer Staples | 2.9 |
| Metals & Mining | 2.47 |