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

Kotak Nifty 200 Momentum 30 Index IDCW Reinvest Direct Plan

NAV
₹16.3420
-0.81%
(8 Nov)
AUM
361 Cr
TER
0.4%
Risk
Very High Risk
Insights
Asset Under Management (AUM) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+50.5%
+45.3%
+45.3%
+43.3%
+43.3%
3Y
NA
+23.5%
+23.5%
+22.9%
+22.9%
5Y
NA
NA
NA
NA
NA
ALL
+42.1%
+37.0%
+37.0%
+27.5%
+27.5%
VOL
19.5%
18.1%
18.1%
16.4%
16.4%
TER
0.4%
0.3%
0.3%
0.4%
0.4%
AUM
₹361 Cr
₹1,874 Cr
₹1,874 Cr
₹293 Cr
₹293 Cr
INFO
2.16
2.05
2.05
1.68
1.68
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 Reinvest (DR)
₹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 Aug
Top holdings
Trent Ltd
6.3%
Tata Motors Ltd
5.5%
NTPC Ltd
5.4%
Bajaj Auto Ltd
5.3%
Bharti Airtel Ltd
5.3%
Coal India Ltd
4.9%
Adani Ports & Special Economic Zone Ltd
4.8%
Bharat Electronics Ltd
4.6%
REC Ltd
4.5%
Mahindra & Mahindra Ltd
4.5%
Top industry exposure
Consumer Cyclical
29.9%
Industrials
25.7%
Financial Services
10.6%
Utilities
9.0%
Communication Services
7.3%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
77%
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