Kotak Nifty500 Momentum 50 Index Fund Regular-IDCW

Fund Details

NAV 9.847

Sub-Type Thematic-Factor-based

Rating Not Rated

Min. SIP Amount ₹100.0

Fund Age(Year) 0.85

Fund Size(in Crores) 26.52

Fund Performance

1 Month -1.46%

3 Month -2.55%

6 Month 0.97%

1 Year 0.0%

3 Year 0.0%

5 Year 0.0%

Know This Fund

As on 19 Oct 2026

Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.

Equity (99.94%) Market Cap Small Cap 13.22 Large Cap 49.07 Mid Cap 37.65 Top Sectors Capital Goods 27.13 Financial 13.84 Healthcare 13.71 Metals & Mining 12.04 Services 9.88 Energy 8.34 Automobile 6.34 Communication 4.23 Consumer Staples 1.75 Chemicals 1.58 Technology 0.48 Consumer Discretionary 0.44 Materials 0.18 Top Holding Ather Energy 2.1 Torrent Pharmaceuticals 2.69 Schneider Electric 0.48 HFCL 2.32 Netweb Technologies India 0.48 Hindustan Copper 0.93 ABB India 1.74 Steel Authority Of India 1.58 CG Power 2.86 Hindalco Industries 4.87 Syrma SGS Technology 0.8 Welspun Corp 2.16 Polycab India 2.34 Apar Industries 1.46 Adani Power 4.48 National Aluminium Company 2.5 Granules India 0.69 NLC India 0.48 Karur Vysya Bank 1.34 GE Vernova T&D 4.2 Honasa Consumer 0.29 BSE 4.02 Cummins India 4.32 Shriram Finance 4.87 Gujarat Mineral Development Corporation 0.18 Laurus Labs 6.17 Hitachi Energy India 2.74 MCX 5.86 Aditya Birla Capital 1.27 Aditya Birla AMC 0.38 Anand Rathi Wealth 1.18 Kirloskar Oil Engines 1.45 Vodafone Idea 1.91 The Federal Bank 3.55 Kei Industries 1.34 Navin Fluorine International 1.58 Sai Life Sciences 1.03 Thermax 0.88 Craftsman Automation 0.76 RBL Bank 0.44 Acutaas Chemicals 1.47 Adani Energy Solutions 2.63 R R Kabel 0.44 Finolex Cables 0.55 Bharat Heavy Electricals 3.43 Bharat Forge 3.01 Bank of Maharashtra 0.81 Glenmark Pharmaceuticals 1.66 The Great Eastern Shipping Company 0.75 Belrise Industries 0.47

Debt & Others (0.06%) Sector Allocation Net Payables -0.32 Repo 0.38 Debt Credit Ratings Debt Category Others 0.06

Comparison with same funds

Equity, Flexi Cap funds Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-Growth Ret 1M -1.83% Ret 1Y -1.51% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund Regular-IDCW Ret 1M -1.83% Ret 1Y -1.51% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Regular-Growth Ret 1M -1.07% Ret 1Y -2.3% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Aditya Birla Sun Life BSE 500 Quality 50 Index Fund Regular-IDCW Ret 1M -1.07% Ret 1Y -2.3% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Angel One Nifty Total Market Momentum Quality 50 Index Fund Regular-Growth Ret 1M -1.96% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular-Growth Ret 1M -1.96% Ret 1Y -8.4% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular-IDCW Payout Ret 1M -1.96% Ret 1Y -8.4% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Momentum Fund Regular-IDCW Reinvestment Ret 1M -1.96% Ret 1Y -8.4% Ret 3Y 0% Ret 5Y 0%

Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-Growth Ret 1M -2.07% Ret 1Y -5.23% Ret 3Y 6.88% Ret 5Y 0%

Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-IDCW Payout Ret 1M -2.07% Ret 1Y -5.23% Ret 3Y 6.88% Ret 5Y 0%

Equity, Flexi Cap funds Axis Multi Factor Passive FoF Regular-IDCW Reinvestment Ret 1M -2.07% Ret 1Y -5.23% Ret 3Y 6.88% Ret 5Y 0%

Charges & Taxes Expense Ratio

Returns are taxed as per your Income Tax Slab.

Expense Ratio (Inclusive of GST): 1.0%

Exit Load 0%

Stamp Duty 0.005%

Fund Management

The various expenses, charges and taxes associated with your Mutual Fund

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 ).

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.

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.

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) 26

Date of Incorporation 2025-12-11

Total AUM 592379.04

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.