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
₹9.6880
+3.06%
(3 Feb)
AUM
15 Cr
TER
0.19%
Risk
Very High Risk
Insights
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
+11.0%
+11.0%
+4.0%
+4.0%
NA
3Y
+24.6%
+24.6%
+23.8%
+23.8%
NA
5Y
NA
NA
NA
NA
NA
ALL
+19.9%
+19.9%
+19.4%
+19.4%
-6.0%
VOL
16.9%
16.9%
18.1%
18.1%
16.9%
TER
0.3%
0.3%
0.4%
0.4%
0.2%
AUM
₹584 Cr
₹584 Cr
₹1,407 Cr
₹1,407 Cr
₹15 Cr
INFO
1.18
1.18
1.08
1.08
-0.35
See fund holdings as of 31st Dec
Top holdings
Mahindra & Mahindra Ltd
5.1%
Shriram Finance Ltd
5.0%
Maruti Suzuki India Ltd
5.0%
Bharti Airtel Ltd
5.0%
Bajaj Finance Ltd
4.9%
Eicher Motors Ltd
4.9%
Asian Paints Ltd
4.7%
Hindalco Industries Ltd
4.4%
Net Current Assets/(Liabilities)
4.0%
TVS Motor Co Ltd
3.6%
Top industry exposure
Financial Services
40.2%
Consumer Cyclical
24.5%
Basic Materials
11.7%
Industrials
9.9%
Healthcare
6.1%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
72%
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