Kotak Nifty 200 Momentum 30 Index Fund - Direct - Growth
A Other Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
12.26%
Expense Ratio
0.20%
as of 01/03/2026
AUM
₹329.86 Cr
Qtr End: Mar 26
NAV
₹14.321
as of 03/06/2026
3Y Returns (CAGR)
12.26%
Expense Ratio
0.20%
as of 01/03/2026
AUM
₹329.86 Cr
Qtr End: Mar 26
NAV
₹14.321
as of 03/06/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -1.97% | -7.66% | 28.33% |
| 6M | -6.14% | -11.89% | 22.83% |
| 1Y | -4.71% | -4.71% | 17.77% |
| 3Y | 41.46% | 12.26% | 19.49% |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 25/05/2023
- Fund Age
- 3 years
- Minimum Investment
- ₹5,000
- Benchmark
- Nifty200 Momentum 30
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Other Scheme
- Sub-category
- Index Funds (Other Scheme)
Similar Funds
Top funds in the same category and sub-category.
| Scheme | 3Y CAGR (%) | TER (%) | AUM (Cr) |
|---|---|---|---|
| Kotak Nifty 200 Momentum 30 Index Fund - Direct - Growth | 12.26% | 0.20% | ₹329.86 |
| UTI Nifty 200 Momentum 30 Index Fund - Direct - Growth | 12.82% | 0.47% | ₹6,412.51 |
| Baroda BNP Paribas Nifty200 Momentum 30 Index Fund - Direct - Growth | - | 0.44% | ₹8.59 |
| HDFC NIFTY50 Equal Weight Index Fund - Direct - Growth | 14.22% | 0.40% | ₹1,121.62 |
| SBI Nifty50 Equal Weight Index Fund - Direct - Growth | - | 0.45% | ₹350.27 |
| DSP Nifty 50 Equal Weight Index Fund - Direct - Growth | 13.89% | 0.58% | ₹1,490.62 |
| HDFC NIFTY 100 Equal Weight Index Fund - Direct - Growth | 15.82% | 0.40% | ₹270.17 |