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

Kotak Nifty500 Momentum 50 Index IDCW Reinvest Direct Plan

NAV
₹9.9170
-0.28%
(24 Feb)
AUM
15 Cr
TER
0.19%
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
+10.9%
+10.9%
+10.9%
+10.7%
NA
3Y
+25.6%
+25.6%
+25.6%
+25.6%
NA
5Y
NA
NA
NA
NA
NA
ALL
+15.5%
+15.5%
+15.5%
+15.7%
-0.8%
VOL
20.2%
20.2%
20.2%
19.4%
16.0%
TER
0.5%
0.5%
0.5%
0.3%
0.2%
AUM
₹246 Cr
₹246 Cr
₹246 Cr
₹523 Cr
₹15 Cr
INFO
0.77
0.77
0.77
0.81
-0.05
See fund holdings as of 31st Jan
Top holdings
Shriram Finance Ltd
5.3%
Hindalco Industries Ltd
4.9%
Eicher Motors Ltd
4.9%
Mahindra & Mahindra Ltd
4.8%
Bharti Airtel Ltd
4.8%
Bajaj Finance Ltd
4.7%
Maruti Suzuki India Ltd
4.5%
Asian Paints Ltd
4.2%
TVS Motor Co Ltd
3.7%
BSE Ltd
3.4%
Top industry exposure
Financial Services
41.3%
Consumer Cyclical
23.7%
Basic Materials
11.6%
Industrials
9.5%
Healthcare
5.8%
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
Devender Singhal
Satish Dondapati

FAQs