Kotak Nifty500 Momentum 50 Index Fund Direct-Growth
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Equity, Flexi Cap, Principal at very high risk
1 Year Return 0.0% at 23 Dec 2025 09:48 AM
Fund Details
NAV 10.12
Sub-Type Flexi Cap
Rating Not Rated
Min. SIP Amount ₹100.0
Fund Age(Year) 0.03
Fund Size(in Crores) 0
Fund Performance
1 Month 0.0%
3 Month 0.0%
6 Month 0.0%
1 Year 0.0%
3 Year 0.0%
5 Year 0.0%
Know This Fund
As on 23 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (96.83%) Market Cap Large Cap 26.83 Small Cap 40.84 Mid Cap 29.15 Top Sectors Capital Goods 29.99 Automobile 27.02 Healthcare 7.94 Metals & Mining 6.02 Materials 5.87 Consumer Discretionary 4.62 Textiles 3.29 Chemicals 3.19 Consumer Staples 3.09 Technology 2.96 Energy 2.84 Top Holding Bharat Heavy Electricals 4.05 Mrs. Bectors Food Specialities 3.09 Gujarat Fluorochemicals 3.19 Amber Enterprises India 3.17 Waaree Energies 2.84 Cummins India 4.04 Gabriel India 3.62 PTC Industries 3.67 Samvardhana Motherson 3.01 Jain Resource Recycling 2.35 Onesource Specialty Pharma 3.44 Mahindra & Mahindra 4.06 TVS Motor Company - Pref. Shares 0.07 Hitachi Energy India 4.06 CG Power 2.83 Azad Engineering 3.12 Shaily Eng Plastics 5.87 Ather Energy 3.84 Zen Technologies 2.96 Lenskart Solutions 1.46 Anthem Biosciences 0.96 Dixon Technologies (India) 2.94 Sun Pharmaceutical Industries 3.53 Bharat Dynamics 3.03 K.P.R. Mill 3.29 UNO Minda 3.79 TVS Motor Company 3.3 Maruti Suzuki India 2.98 Bharat Electronics 5.91 Ola Electric Mobility 2.35
Debt & Others (3.17%) Sector Allocation Reverse Repo/CBLO 2.05 Net Receivables 1.12 Debt Credit Ratings Debt Category Others 3.17
Comparison with same funds
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - Growth Ret 1M -0.46% Ret 1Y 0.8% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Payout Ret 1M -0.46% Ret 1Y 0.8% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE FlexiCap Fund Regular - IDCW Reinvestment Ret 1M -0.46% Ret 1Y 0.8% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-Growth Ret 1M 0.01% Ret 1Y 4.67% Ret 3Y 15.99% Ret 5Y 16.95%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Ret 1M 0.01% Ret 1Y 4.67% Ret 3Y 15.99% Ret 5Y 16.95%
Equity, Flexi Cap funds 360 ONE Focused Fund Regular-IDCW Reinvestment Ret 1M 0.01% Ret 1Y 4.67% Ret 3Y 15.99% Ret 5Y 16.95%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - Growth Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Payout Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Abakkus Flexi Cap Fund Regular - IDCW Reinvestment Ret 1M 0% Ret 1Y 0% Ret 3Y 0% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-Growth Ret 1M 1.27% Ret 1Y 6.89% Ret 3Y 14.67% Ret 5Y 12.0%
Equity, Flexi Cap funds Aditya Birla Sun Life Bal Bhavishya Yojna Regular-IDCW Ret 1M 1.27% Ret 1Y 6.89% Ret 3Y 14.67% Ret 5Y 12.0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
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.
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 ).
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) 0
Date of Incorporation 2025-12-11
Total AUM 2025-11-30
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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