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Kotak Nifty 200 Momentum 30 Index Fund Regular - Growth
Equity, Large & MidCap, Principal at very high risk
1 Year Return 11.77%
Fund Details
NAV 14.863
Sub-Type Large & MidCap
Rating Not Rated
Min. SIP Amount 100.0
Fund Age(Year) 2.68
Fund Size 486.79
Fund Performance
1 Month 1.66%
3 Month -1.66%
6 Month 4.07%
1 Year 11.77%
3 Year 0.0%
5 Year 0.0%
Comparison with same funds
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.66%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Satish Dondapati
Education Mr. Dondapati has done MBA Finance
Experience Prior to joining Kotak Mutual fund he has worked with Centurian Bank Of Punjab, Bajaj Capital Ltd.
Devender Singhal
Education Mr. Singhal has done B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi.
Experience Prior to joining Kotak Mahindra AMC , he has worked with Kotak Securities Ltd.(July 2007 -- January 2009) ,Religare (February 2006 -- June 2007), Karvy (July 2004 -- January 2006), P N Vijay Financial Services Pvt Ltd(2001 -- 2004) and Dundee Mutual Fund( Summer Trainee ) (May 2000 -- June 2000 ).
Abhishek Bisen
Education Mr. Bisen is a BA and MBA in Finance.
Experience Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk%
AMC and Fund details
Rank (total sets) 11
Date of Incorporation 2023-06-15
Total AUM 2026-01-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Know This Fund
As on 18 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (100.03%) Market Cap Large Cap 76.08 Mid Cap 23.91 Small Cap 0.04 Top Sectors Financial 39.3 Automobile 20.74 Services 11.98 Metals & Mining 5.59 Communication 4.74 Materials 4.48 Insurance 3.83 Healthcare 3.32 Capital Goods 2.7 Chemicals 1.76 Construction 1.59 Top Holding Interglobe Aviation 3.8 Asian Paints 4.48 TVS Motor Company - Pref. Shares 0.04 UPL 1.76 Aditya Birla Capital 2.04 Max Financial Services 2.07 Indian Bank 1.94 Shriram Finance 5.39 GMR Airports 1.59 Eicher Motors 4.93 The Federal Bank 3.25 One97 Communications 2.28 State Bank of India 5.65 Cholamandalam Investment and Finance Company 2.25 SBI Life Insurance Company 3.83 Glenmark Pharmaceuticals 1.3 Hindalco Industries 5.59 L&T Fin 2.49 Cummins India 2.7 Fortis Healthcare 2.02 Bajaj Finance 4.71 FSN E-Commerce Ventures 1.83 Maruti Suzuki India 4.46 Muthoot Finance 3.6 AU Small Finance Bank 3.28 BSE 4.07 Ashok Leyland 2.67 Bharti Airtel 4.74 Hero Motocorp 4.14 Canara Bank 2.63 TVS Motor Company 4.5
Debt & Others (-0.03%) Sector Allocation Repo 0.04 Net Payables -0.07 Debt Credit Ratings Debt Category Others -0.03
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