Kotak Nifty 200 Momentum 30 Index Fund Regular - IDCW Reinvestment
Kotak Nifty 200 Momentum 30 Index Fund Regular - IDCW Reinvestment: Mutual Fund Overview
Kotak Nifty 200 Momentum 30 Index Fund Regular - IDCW Reinvestment is an Large & MidCap mutual fund with over 2.74 years of performance history. The scheme manages an AUM of ₹502.76 Cr and has a NAV of ₹13.89. It is rated 'Not Rated' stars by analysts. Investors can begin a SIP with as little as ₹100.0, making it accessible for all types of investors. In the last 1 year, the fund has delivered a return of 9.38%.
Equity, Large & MidCap, Principal at very high risk
1 Year Return 9.38% at 12 Mar 2026 08:42 PM
Fund Details
NAV 13.89
Sub-Type Large & MidCap
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 2.74
Fund Size(in Crores) 502.76
Fund Performance
1 Month -6.8%
3 Month -5.64%
6 Month -3.56%
1 Year 9.38%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 12 Mar 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (100.02%) Market Cap Mid Cap 23.79 Large Cap 76.19 Small Cap 0.04 Top Sectors Financial 39.6 Automobile 21.26 Services 11.77 Metals & Mining 5.19 Communication 4.38 Materials 4.24 Insurance 3.78 Healthcare 3.5 Capital Goods 3.11 Construction 1.65 Chemicals 1.54 Top Holding Maruti Suzuki India 4.39 Glenmark Pharmaceuticals 1.34 Bharti Airtel 4.38 Indian Bank 2.04 Cummins India 3.11 Bajaj Finance 4.88 Fortis Healthcare 2.16 Hindalco Industries 5.19 Canara Bank 2.71 Eicher Motors 5.36 BSE 3.81 One97 Communications 2.12 Aditya Birla Capital 2 Max Financial Services 2.25 Cholamandalam Investment and Finance Company 2.31 GMR Airports 1.65 L&T Fin 2.38 Interglobe Aviation 3.86 FSN E-Commerce Ventures 1.98 Muthoot Finance 3.05 Ashok Leyland 2.77 TVS Motor Company - Pref. Shares 0.04 AU Small Finance Bank 3.1 Asian Paints 4.24 TVS Motor Company 4.57 The Federal Bank 3.27 Hero Motocorp 4.13 UPL 1.54 Shriram Finance 5.51 SBI Life Insurance Company 3.78 State Bank of India 6.1
Debt & Others (-0.02%) Sector Allocation Net Payables -0.12 Repo 0.1 Debt Credit Ratings Debt Category Others -0.02
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Regular-Growth Ret 1M 0.44% Ret 1Y 7.7% Ret 3Y 8.05% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund Regular-IDCW Ret 1M 0.44% Ret 1Y 7.7% Ret 3Y 8.05% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Regular-Growth Ret 1M 0.47% Ret 1Y 6.94% Ret 3Y 6.08% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2025 Index Fund Regular-IDCW Ret 1M 0.47% Ret 1Y 6.94% Ret 3Y 6.08% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+ AAA PSU Apr 2026 Index Fund Regular-Growth Ret 1M 0.36% Ret 1Y 6.44% Ret 3Y 7.1% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+ AAA PSU Apr 2026 Index Fund Regular-IDCW Ret 1M 0.36% Ret 1Y 6.44% Ret 3Y 7.1% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund Regular-Growth Ret 1M 0.5% Ret 1Y 7.37% Ret 3Y 7.62% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL IBX 60:40 SDL+AAA PSU-Apr 2027 Index Fund Regular-IDCW Ret 1M 0.5% Ret 1Y 7.37% Ret 3Y 7.62% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund Regular-Growth Ret 1M 0.45% Ret 1Y 7.73% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA Financial Services Index-Sep 2027 Fund Regular-IDCW Ret 1M 0.45% Ret 1Y 7.73% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life CRISIL-IBX AAA NBFC-HFC Index-Dec 2025 Fund Regular-Growth Ret 1M 0.45% Ret 1Y 7.19% Ret 3Y 0% Ret 5Y 0%
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.
Jeetu Valechha Sonar
Education Mr. Sonar is a Post Graduate Diploma in Management in Finance management
Experience Prior to joining Kotak AMC Limited, he has worked as institutional dealer with Kotak Securities Ltd. and is part of Kotak Group since 2014.
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) 19
Date of Incorporation 2023-06-15
Total AUM 595413.8
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.
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