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
₹15.9110
+1.80%
(2 Jan)
AUM
395 Cr
TER
0.4%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
Asset Under Management (AUM) is in the top 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+25.8%
+25.8%
+25.8%
+25.2%
+23.3%
3Y
+23.5%
+23.5%
+23.5%
+23.3%
NA
5Y
NA
NA
NA
NA
NA
ALL
+26.5%
+26.5%
+26.5%
+26.4%
+34.2%
VOL
16.3%
16.3%
16.3%
16.4%
19.4%
TER
1.1%
1.1%
1.1%
0.3%
0.4%
AUM
₹298 Cr
₹298 Cr
₹298 Cr
₹1,636 Cr
₹395 Cr
INFO
1.63
1.63
1.63
1.61
1.76
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 30th Nov
Top holdings
Trent Ltd
6.5%
Bharti Airtel Ltd
5.9%
Mahindra & Mahindra Ltd
5.2%
NTPC Ltd
5.2%
Bharat Electronics Ltd
5.1%
Siemens Ltd
5.1%
Bajaj Auto Ltd
4.8%
Hindustan Aeronautics Ltd Ordinary Shares
4.3%
REC Ltd
4.2%
Tata Motors Ltd
4.2%
Top industry exposure
Consumer Cyclical
28.7%
Industrials
26.5%
Financial Services
10.2%
Utilities
8.8%
Communication Services
7.5%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
67%
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