Kotak Nifty 200 Momentum 30 Index IDCW Payout Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Nifty 200 Momentum 30 Index IDCW Payout Direct Plan

NAV
₹17.6230
+0.59%
(30 Aug)
AUM
295 Cr
TER
0.41%
Risk
Very High Risk
Insights
Net Asset Value (NAV) is above its 200 days moving average
Total Expense Ratio (TER) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+66.1%
+50.2%
+50.2%
+50.2%
+49.6%
3Y
NA
+28.3%
+28.3%
+28.3%
+28.0%
5Y
NA
NA
NA
NA
NA
ALL
+58.9%
+30.1%
+30.1%
+30.1%
+29.8%
VOL
19.4%
16.4%
16.4%
16.4%
16.5%
TER
0.4%
0.4%
0.4%
0.4%
0.3%
AUM
₹295 Cr
₹262 Cr
₹262 Cr
₹262 Cr
₹1,549 Cr
INFO
3.04
1.83
1.83
1.83
1.81
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Nifty 200 Momentum 30 Index IDCW Payout (DP)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Jul
Top holdings
Tata Motors Ltd
5.7%
NTPC Ltd
5.5%
Trent Ltd
5.2%
Adani Ports & Special Economic Zone Ltd
5.1%
Bharti Airtel Ltd
5.0%
Coal India Ltd
4.9%
Bharat Electronics Ltd
4.8%
REC Ltd
4.7%
Bajaj Auto Ltd
4.7%
Mahindra & Mahindra Ltd
4.7%
Top industry exposure
Consumer Cyclical
28.9%
Industrials
27.0%
Financial Services
11.0%
Utilities
9.1%
Communication Services
6.9%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
137%
Lock-in period
-
Exit load
No exit load
Fund objective
The investment objective of the scheme is to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking error. However, there is no assurance that the investment objective of the scheme will be achieved. The scheme does not assure or guarantee any returns.
Fund manager(s)
Abhishek Bisen
Devender Singhal
Satish Dondapati

FAQs