Kotak Nifty 200 Momentum 30 Index Fund - Direct - Growth
A Other Scheme by Kotak Mahindra Asset Management Company Limited.
1Y Returns (CAGR)
5.18%
Expense Ratio
0.20%
as of 01/03/2026
AUM
₹333.72 Cr
Qtr End: Dec 25
NAV
₹14.685
as of 17/04/2026
1Y Returns (CAGR)
5.18%
Expense Ratio
0.20%
as of 01/03/2026
AUM
₹333.72 Cr
Qtr End: Dec 25
NAV
₹14.685
as of 17/04/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -1.34% | -5.24% | 29.51% |
| 6M | -3.59% | -7.05% | 21.88% |
| 1Y | 5.18% | 5.18% | 18.06% |
| 3Y | N/A | N/A | N/A |
| 5Y | N/A | N/A | N/A |
Scheme Details
- Launch Date
- 25/05/2023
- Fund Age
- 2.9 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 | 16.89% | 0.47% | ₹6,578.82 |
| Baroda BNP Paribas Nifty200 Momentum 30 Index Fund - Direct - Growth | - | 0.47% | ₹8.59 |
| DSP Nifty 50 Equal Weight Index Fund - Direct - Growth | 16.54% | 0.41% | ₹1,472.01 |
| HDFC NIFTY50 Equal Weight Index Fund - Direct - Growth | 16.52% | 0.40% | ₹1,072.88 |
| SBI Nifty50 Equal Weight Index Fund - Direct - Growth | - | 0.47% | ₹314.48 |
| Kotak NIFTY 100 Low Volatility 30 Index Fund - Direct - Growth | - | 0.20% | ₹92.89 |