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Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Category: Index Fund Launch Date: 15-06-2023
AUM:

₹ 446.17 Cr

Expense Ratio

0.79%

Benchmark

Nifty 200 Momentum 30 TRI

ISIN

INF174KA1NY5

Minimum Investment

100.0

Minimum Topup

100.0

Minimum SIP Amount

100

Fund Manager

FM 1 Mr. Devender Singhal FM 2 Mr. Satish Dondapati FM 3 Mr. Abhishek Bisen

Fund Performance 1Y (%) 3Y (%) 5Y (%)
Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option -12.42 - -
Nifty 200 Momentum 30 TRI -12.45 25.26 24.63
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
14.619
Last change
-0.12 (-0.8482%)
Fund Size (AUM)
₹ 446.17 Cr
Performance
20.18% (Inception)

Asset Allocation

Equity

Debt

Others

Nav Movement

Investment Objective

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.

Fund Manager
FM 1 Mr. Devender Singhal FM 2 Mr. Satish Dondapati FM 3 Mr. Abhishek Bisen
Riskometer
Very High

Top 10 Holdings

Company Holdings (%)
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- 6.19
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 5.33
DIVIS LABORATORIES LIMITED EQ NEW RS. 2/- 5.31
BHARAT ELECTRONICS LIMITED EQ NEW FV Re 1/- 5.3
BSE LIMITED EQ NEW FV RS. 2/- 5.06
TECH MAHINDRA LIMITED EQ NEW FV RS. 5/- 4.88
SUN PHARMACEUTICAL INDUSTRIES LTD. EQ NEW F.V. RE.1/- 4.86
ZOMATO LIMITED EQ 4.65
HCL TECHNOLOGIES LIMITED EQ F.V. RS.2/- 4.59
INFOSYS LIMITED EQ FV RS 5 4.37

Sector Allocation

Sector Holdings (%)
Information Technology 22.95
Consumer Services 16.11
Healthcare 13.93
Financial Services 11.8
Automobile and Auto Components 8.09
Consumer Durables 7.51
Capital Goods 7.44
Telecommunication 6.19
Metals & Mining 2.63
Fast Moving Consumer Goods 2.23

Peer Comparison

Scheme Name 5Y (%)
Kotak Nifty 200 Momentum 30 Index Fund Reg Gr 0.0
Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr 0.0
Tata Nifty MidSmall Healthcare Index Fund Reg Gr 0.0
Tata Nifty Financial Services Index Fund Reg Gr 0.0
ICICI Prudential NASDAQ 100 Index Fund Gr 0.0
Motilal Oswal S&P 500 Index Reg Gr 16.49
ICICI Pru Nifty IT Index Fund Gr 0.0
Bandhan Nifty IT Index Fund Reg Gr 0.0
Nippon India Nifty IT Index Reg Gr 0.0
Navi Nifty IT Index Reg Gr 0.0