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Kotak Mahindra Mutual Fund · Index Fund
Kotak Nifty500 Momentum 50 Index Fund - Regular Plan - Growth
The investment objective of the scheme is to provide returns that, before expenses, corresponds to the total returns of the securities as represented by the underlying index, subject to tracking errors. However, there is no assurance that the objective of the scheme will be realized.
Benchmark · Nifty 500 Momentum 50 TRITER · 0.94%Inception · 20-11-2025
NAV
₹9.95
+1.53% · as of 14-05-2026
Since inception
0.10%
CAGR
Benchmark (inception)
18.02%
CAGR
Fund size
₹0 Cr
AUM
Expense ratio
0.94%
28-04-2026
Performance
Returns vs benchmark & category
Since inception: +0.10% CAGR vs benchmark +18.02%.
Portfolio
Where the money is invested
Top holdings
EICHER MOTORS LIMITED EQ NEW FV RE. 1/-5.01%
Shriram Finance Limited5.00%
HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/-4.93%
BHARTI AIRTEL LIMITED EQ NEW FV RS 5/-4.79%
MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.54.61%
Bajaj Finance Limited4.54%
ASIAN PAINTS LIMITED EQ NEW FV Re. 1/-4.20%
MARUTI SUZUKI INDIA LIMITED EQ4.19%
TVS MOTOR COMPANY LIMITED EQ FV RE.1/-3.71%
BSE LIMITED EQ NEW FV RS. 2/-3.62%
Sector allocation
Financial Services41.99%
Automobile and Auto Components22.10%
Healthcare6.44%
Capital Goods6.06%
Metals & Mining5.12%
Telecommunication4.79%
Services4.32%
Consumer Durables4.20%
Chemicals2.45%
Consumer Services1.62%
Riskometer
LowVery High
Very High
What if you'd SIP'd here?
@ 0.1% p.a.₹10,000
10 years
Projected value
₹12,06,070
Invested: ₹12,00,000
Gained: ₹6,070
Illustration based on fund's since-inception return. Past performance is not indicative of future returns.
Risk Analysis
How this fund manages risk
Fund manager
M
Mr. Satish Dondapati, Mr. Abhishek Bisen & Mr. Jeetu Valechha Sonar
Manager since fund inception data not available
ISIN & identifiers
AMFI code
154030
ISIN (Growth)
INF174KA1YF1
ISIN (Div Re-inv)
—
Status
Open Ended Schemes
Peers
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