Kotak Nifty 200 Momentum 30 Index Fund - Direct - Growth
A Other Scheme by Kotak Mahindra Asset Management Company Limited.
1Y Returns (CAGR)
13.90%
Expense Ratio
0.20%
as of 01/02/2026
AUM
₹333.72 Cr
Qtr End: Dec 25
NAV
₹14.713
as of 02/03/2026
1Y Returns (CAGR)
13.90%
Expense Ratio
0.20%
as of 01/02/2026
AUM
₹333.72 Cr
Qtr End: Dec 25
NAV
₹14.713
as of 02/03/2026
Historical Performance
Investment growth and SIP performance over time.
Lump Sum mode selected.
₹
Total Invested₹10.0k
Current Value₹14.5k
Abs. Returns45.3%
CAGR14.8%
Growth of ₹10.0k
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Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -2.52% | -9.72% | 15.25% |
| 6M | 2.39% | 4.83% | 12.94% |
| 1Y | 13.90% | 13.90% | 15.39% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 25/05/2023
- Fund Age
- 2.7 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 | - | 0.20% | ₹333.72 |
| UTI Nifty 200 Momentum 30 Index Fund - Direct - Growth | 20.20% | 0.44% | ₹6,578.82 |
| Baroda BNP Paribas Nifty200 Momentum 30 Index Fund - Direct - Growth | - | 0.47% | ₹9.15 |
| DSP Nifty 50 Equal Weight Index Fund - Direct - Growth | 19.74% | 0.41% | ₹1,472.01 |
| HDFC NIFTY50 Equal Weight Index Fund - Direct - Growth | 19.72% | 0.40% | ₹1,072.88 |
| SBI Nifty50 Equal Weight Index Fund - Direct - Growth | - | 0.45% | ₹314.48 |
| HDFC NIFTY 100 Equal Weight Index Fund - Direct - Growth | 20.90% | 0.40% | ₹280.11 |