Kotak Nifty500 Momentum 50 Index Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Nifty500 Momentum 50 Index Growth Direct Plan

NAV
₹9.2030
+1.43%
(17 Mar)
AUM
17 Cr
TER
0.19%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
In beta. Send feedback here.
Compare with other fund
1Y
+26.0%
+20.4%
+10.9%
+8.4%
NA
3Y
+32.3%
+26.3%
+24.1%
+23.4%
NA
5Y
NA
NA
NA
NA
NA
ALL
+32.9%
+22.0%
+18.9%
+13.7%
-9.3%
VOL
20.3%
17.2%
14.5%
20.2%
19.5%
TER
0.4%
0.4%
0.4%
0.5%
0.2%
AUM
₹1,749 Cr
₹217 Cr
₹97 Cr
₹255 Cr
₹17 Cr
INFO
1.61
1.28
1.31
0.68
-0.48
See fund holdings as of 28th Feb
Top holdings
Shriram Finance Ltd
5.4%
Eicher Motors Ltd
5.3%
Bajaj Finance Ltd
4.9%
Mahindra & Mahindra Ltd
4.6%
Hindalco Industries Ltd
4.6%
Maruti Suzuki India Ltd
4.4%
Bharti Airtel Ltd
4.4%
Asian Paints Ltd
4.0%
TVS Motor Co Ltd
3.7%
Hero MotoCorp Ltd
3.3%
Top industry exposure
Financial Services
40.9%
Consumer Cyclical
24.1%
Basic Materials
10.9%
Industrials
10.3%
Healthcare
6.2%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
71%
Lock-in period
-
Exit load
No exit load
Fund objective
The investment objective of the scheme is to provide returns that, before expenses, corresponds to the total returns of the securities as represented by the underlying index, subject to tracking errors. However, there is no assurance that the objective of the scheme will be realized.
Fund manager(s)
Abhishek Bisen
Satish Dondapati
Jeetu Sonar

FAQs