Q: What are the returns of Kotak Nifty 200 Momentum 30 Index Fund?

The Kotak Nifty 200 Momentum 30 Index Fund is a 2 yrs 3 m old fund and has delivered average annual returns of 17.25% since inception. Kotak Nifty 200 Momentum 30 Index Fund Returns 1-Year Since Inception -17.44% 17.25%

Question 1

What is the current NAV of Kotak Nifty 200 Momentum 30 Index Fund?

Accepted Answer

The current Net Asset Value (NAV) of the Kotak Nifty 200 Momentum 30 Index Fund - Direct Growth plan is approximately ₹14.417 as of Sep 03, 2025.

Question 2

What are the returns of Kotak Nifty 200 Momentum 30 Index Fund?

Accepted Answer

The Kotak Nifty 200 Momentum 30 Index Fund is a 2 yrs 3 m old fund and has delivered average annual returns of 17.25% since inception.

Kotak Nifty 200 Momentum 30 Index Fund Returns

1-Year	Since Inception
-17.44%	17.25%

Question 3

How much does Kotak Nifty 200 Momentum 30 Index Fund charge as the expense ratio?

Accepted Answer

The Kotak Nifty 200 Momentum 30 Index Fund - Direct Growth has an expense ratio of 0.29%, which reflects the fund's management and operating costs. This percentage is subtracted from the fund's annual returns, impacting net returns for investors.

Question 4

What is the AUM or size of Kotak Nifty 200 Momentum 30 Index Fund?

Accepted Answer

The Kotak Nifty 200 Momentum 30 Index Fund currently has assets under management (AUM) or fund size valued at approximately ₹447 Crs crore as of Jun 30, 2025.

Question 5

What are the top stock holdings of Kotak Nifty 200 Momentum 30 Index Fund?

Accepted Answer

The Kotak Nifty 200 Momentum 30 Index Fund has invested the majority of its money in the stocks of the following companies -

Company	Percentage of Portfolio
Interglobe Aviation Ltd.	5.44%
ICICI Bank Ltd.	5.39%
HDFC Bank Ltd.	5.29%
SBI Life Insurance Company Ltd.	5.15%
Bharti Airtel Ltd.	5.05%
Bajaj Finserv Ltd.	5.02%
HDFC Life Insurance Co Ltd.	4.99%
Bajaj Finance Ltd.	4.93%
Bharat Electronics Ltd.	4.89%
Kotak Mahindra Bank Ltd.	4.67%

Question 6

What are the top sectors Kotak Nifty 200 Momentum 30 Index Fund has invested in?

Accepted Answer

The Kotak Nifty 200 Momentum 30 Index Fund has primarily invested in the following sectors

Company	Percentage of Portfolio
Interglobe Aviation Ltd.	5.44%
ICICI Bank Ltd.	5.39%
HDFC Bank Ltd.	5.29%
SBI Life Insurance Company Ltd.	5.15%
Bharti Airtel Ltd.	5.05%
Bajaj Finserv Ltd.	5.02%
HDFC Life Insurance Co Ltd.	4.99%
Bajaj Finance Ltd.	4.93%
Bharat Electronics Ltd.	4.89%
Kotak Mahindra Bank Ltd.	4.67%

Question 7

What is the risk level of Kotak Nifty 200 Momentum 30 Index Fund?

Accepted Answer

This is a Large & Midcap Index fund comes with Very High risk.

Question 8

Is there any lock-in period in Kotak Nifty 200 Momentum 30 Index Fund?

Accepted Answer

No, this fund does not have any lock-in period.

Question 9

How do I invest in Kotak Nifty 200 Momentum 30 Index Fund?

Accepted Answer

It is very fast, easy, and completely paperless in this mutual fund scheme on ET Money. It is just a matter of a few minutes. Here's how:

For the Desktop Version:

Click on the "Invest Now" button at the top right, then scan the QR code to download the app.

For the Mobile Version:

Click on the "Invest on App" button at the bottom to download the app.
Once the app is downloaded:
Sign-up and complete your one time KYC process, or log in if you're already registered.
Search for Kotak Nifty 200 Momentum 30 Index Fund and choose the investment mode (Lump sum investment or a SIP). Then, enter your investment amount.
Fill in additional required details, including the bank account you'll use for payment, and confirm.

All set! Your investment in Kotak Nifty 200 Momentum 30 Index Fund is complete.

Question 10

How can I redeem my investments in Kotak Nifty 200 Momentum 30 Index Fund?

Accepted Answer

Redeeming your investments in Kotak Nifty 200 Momentum 30 Index Fund is super easy. If you have invested in this fund via ET Money, just login into the app, go to the investment section and put the redemption request.

If you have invested in Kotak Nifty 200 Momentum 30 Index Fund from anywhere else, you can go to the fund house website and put a request through it.

Expense ratio	0.29% as on Aug 31, 2025
Exit load	0%
AUM (Fund size)	₹447 Cr
Lock-in Period	Nil
Age	2 yrs 3 m since May 25, 2023
Benchmark	Nifty 200 Momentum 30 TRI
Min. investment	This scheme is currently not buyable
Risk	Very High
Short term capital gains (STCG)	Returns taxed at 20% if you redeem before 1 year
Long term capital gains (LTCG)	After 1 year, returns above ₹1.25 lakh in a financial year are taxed at 12.5%

Period	This fund	Category average
1 Month	-0.12%	0.94%
3 Months	-1.63%	0.31%
6 Months	13.36%	15.06%
1 Year	-17.44%	-10.44%
2 Years	16.28%	17.56%

Fund name	ETM Rank	AUM	Fund age	Expense ratio
Kotak Nifty 200 Momentum 30 Index Fund	N.A.	447 Cr	2 yrs 3 m	0.29%
Motilal Oswal BSE Enhanced Value Index Fund	N.A.	832 Cr	3 yrs 1 m	0.41%
Mirae Asset Diversified Equity Allocator Passive FoF	N.A.	938 Cr	5 yrs	0.05%
Zerodha Nifty Large Midcap 250 Index Fund	N.A.	961 Cr	1 yrs 10 m	0.27%
Motilal Oswal BSE Quality Index Fund	N.A.	52 Cr	3 yrs 1 m	0.38%
UTI Nifty200 Momentum 30 Index Fund	N.A.	8,059 Cr	4 yrs 6 m	0.45%

Fund name	1M	6M	1Y	3Y	5Y	10Y
Kotak Nifty 200 Momentum 30 Index Fund	-0.12%	13.36%	-17.44%	N.A.	N.A.	N.A.
Motilal Oswal BSE Enhanced Value Index Fund	0.91%	14.37%	-7.58%	33.07%	18.81%	9.0%
Mirae Asset Diversified Equity Allocator Passive FoF	0.17%	14.62%	-3.0%	14.83%	19.86%	9.48%
Zerodha Nifty Large Midcap 250 Index Fund	0.08%	16.84%	-2.05%	11.16%	6.56%	3.23%
Motilal Oswal BSE Quality Index Fund	1.65%	17.32%	-10.22%	18.4%	10.93%	5.32%
UTI Nifty200 Momentum 30 Index Fund	-0.11%	13.0%	-17.44%	16.26%	16.04%	7.72%

Fund name	Std. deviation	Beta	Sharpe	Sortino
Kotak Nifty 200 Momentum 30 Index Fund	N.A.	N.A.	N.A.	N.A.
Motilal Oswal BSE Enhanced Value Index Fund	19.96	1.26	1.17	2.1
Mirae Asset Diversified Equity Allocator Passive FoF	12.95	1.02	0.6	0.93
Zerodha Nifty Large Midcap 250 Index Fund	N.A.	N.A.	N.A.	N.A.
Motilal Oswal BSE Quality Index Fund	15.94	1.09	0.69	1.08
UTI Nifty200 Momentum 30 Index Fund	17.84	1.23	0.56	0.81

Kotak Nifty 200 Momentum 30 Index Fund Direct - Growth

Historical NAV & returns

Kotak Nifty 200 Momentum 30 Index Fund overview

Kotak Nifty 200 Momentum 30 Index Fund Returns calculator

Trailing returns as on Sep 01, 2025

Asset allocationas on May 31, 2025

Peer comparison

Key risk & return ratios Compared to other funds in the category

Compare Kotak Nifty 200 Momentum 30 Index Fund in detail with

About this fund

About Kotak Nifty 200 Momentum 30 Index Fund

Fund managers

Investment objective

Kotak Mahindra Mutual Fund details

More funds from Kotak Mahindra Mutual Fund

Frequently asked questions

Kotak Nifty 200 Momentum 30 Index Fund Returns

ET Money rank

Fund AUM	447 Cr as on May 31, 2025
Scheme document	View Scheme Document

No. of schemes	82 view all schemes
Total AUM	5,26,213 Cr as on Jun 30, 2025
Address	The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla Complex Bandra (E) Mumbai, 400051
Phone	022-61152100 / 1800-22-2626

Fund name	ETM Rank	AUM	1Y	5Y
Kotak Infrastructure and Economic Reform Fund	N.A.	2,402 Cr	-7.53%	31.6%
Kotak Small Cap Fund	N.A.	17,329 Cr	-5.9%	29.33%
Kotak Midcap Fund	N.A.	53,464 Cr	2.7%	29.15%
Kotak Contra Fund	N.A.	4,283 Cr	-2.08%	25.37%
Kotak Pioneer Fund	N.A.	2,807 Cr	7.44%	25.29%
Kotak Large & Midcap Fund	N.A.	27,046 Cr	-0.65%	23.78%

Sector	Percentage of Portfolio
Financial	34.71%
Services	15.540000000000001%
Insurance	10.14%
Capital Goods	9.43%
Healthcare	8.899999999999999%
Communication	5.05%
Technology	4.97%
Automobile	2.96%
Chemicals	2.7%
Diversified	2.39%