Kotak Nifty 200 Momentum 30 Index Fund – Dir (IDCW)

Other · Index
100
Min SIP
100
Min Lumpsum
0.4 %
Expense Ratio
Rating
23
Fund Size (in Cr)
4 Months
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 29 September 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns - - - 10%
Category Average 18.2% 21.6% 13.9% -

Scheme Allocation

By Holding
By Sector
By Asset
4.79%
4.7%
Others
75.7%
View all Holdings
Holdings Sector Instrument Asset
TVS Motor Co. Automobile Equity 5.06%
Indian Hotels Co Hotels & Restaurants Equity 4.92%
Cholaman.Inv.&Fn Finance Equity 4.83%
Bajaj Auto Automobile Equity 4.79%
Axis Bank Banks Equity 4.7%
Siemens Capital Goods - Electrical Equipment Equity 4.69%
ITC Tobacco Products Equity 4.58%
Power Fin.Corpn. Finance Equity 4.56%
Godrej Consumer FMCG Equity 4.47%
REC Ltd Finance Equity 4.29%
IDFC First Bank Banks Equity 4.22%
Bharat Electron Electronics Equity 3.98%
Hind.Aeronautics Capital Goods-Non Electrical Equipment Equity 3.95%
Bank of Baroda Banks Equity 3.89%
A B B Capital Goods - Electrical Equipment Equity 3.7%
Cummins India Capital Goods-Non Electrical Equipment Equity 3.55%
Trent Retail Equity 3.52%
Polycab India Cables Equity 3.17%
Interglobe Aviat Air Transport Service Equity 3.1%
Aurobindo Pharma Pharmaceuticals Equity 2.73%
Astral Plastic products Equity 2.58%
M & M Fin. Serv. Finance Equity 2.03%
Zydus Lifesci. Pharmaceuticals Equity 1.83%
Torrent Pharma. Pharmaceuticals Equity 1.78%
Apollo Tyres Tyres Equity 1.76%
Dalmia BharatLtd Cement Equity 1.74%
Punjab Natl.Bank Banks Equity 1.51%
Syngene Intl. Pharmaceuticals Equity 1.38%
The Ramco Cement Cement Equity 1.28%
Aditya Birla Cap Finance Equity 1.1%
Finance
16.32%
Banks
14.22%
Automobiles
10.02%
Industrial Products
9.67%
Electrical Equipments
8.61%
Others
41.16%
View all Sectors
Sectors Asset
Finance 16.32%
Banks 14.22%
Automobiles 10.02%
Industrial Products 9.67%
Electrical Equipments 8.61%
Aerospace & Defense 7.91%
Pharmaceuticals & Biotech 6.48%
Diversified FMCG 4.84%
Leisure Services 4.62%
Personal Products 4.6%
Transport Services 3.3%
Retailing 3.02%
Cement & Cement Products 2.93%
Auto Components 1.96%
Healthcare Services 1.42%
Cash & Others 0.08%
Equity
99.7%
Net Curr Ass/Net Receivables
0.31%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

Exit Load

Exit Load Nil

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 Managers

Abhishek Bisen

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Kotak Mahindra Mutual Fund
AUM:
3,12,371 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com

Frequently Asked Questions

How to invest in Kotak Nifty 200 Momentum 30 Index Fund – Dir (IDCW) ?

You can invest in Kotak Nifty 200 Momentum 30 Index Fund – Dir (IDCW) in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Kotak Nifty 200 Momentum 30 Index Fund – Dir (IDCW) in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Kotak Nifty 200 Momentum 30 Index Fund – Dir (IDCW) ?

The NAV of Kotak Nifty 200 Momentum 30 Index Fund – Dir (IDCW) is ₹10.9 as of 29 September 2023.

How to redeem Kotak Nifty 200 Momentum 30 Index Fund – Dir (IDCW) holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Kotak Nifty 200 Momentum 30 Index Fund – Dir (IDCW)?

The minimum SIP amount of Kotak Nifty 200 Momentum 30 Index Fund – Dir (IDCW) is ₹100

What are the top sectors Kotak Nifty 200 Momentum 30 Index Fund – Dir (IDCW) has invested in?

The top sectors Kotak Nifty 200 Momentum 30 Index Fund – Dir (IDCW) has invested in are
  1. Finance - 16.32%
  2. Banks - 14.22%
  3. Automobiles - 10.02%
  4. Industrial Products - 9.67%
  5. Electrical Equipments - 8.61%

Can I make investments in both the SIP and Lump Sum schemes of Kotak Nifty 200 Momentum 30 Index Fund – Dir (IDCW)?

Yes, You can select both SIP or Lumpsum investment of Kotak Nifty 200 Momentum 30 Index Fund – Dir (IDCW) based on your investment objective and risk tolerance.

How much returns have Kotak Nifty 200 Momentum 30 Index Fund – Dir (IDCW) generated ?

The Kotak Nifty 200 Momentum 30 Index Fund – Dir (IDCW) has delivered 10% since inception

What is the expense ratio of Kotak Nifty 200 Momentum 30 Index Fund – Dir (IDCW) ?

The expense ratio of Kotak Nifty 200 Momentum 30 Index Fund – Dir (IDCW) is 0.4 % as of 29 September 2023.

What is the AUM of Kotak Nifty 200 Momentum 30 Index Fund – Dir (IDCW)?

The AUM of Kotak Nifty 200 Momentum 30 Index Fund – Dir (IDCW) is ₹3,12,371 Cr as of 29 September 2023

What are the top stock holdings of Kotak Nifty 200 Momentum 30 Index Fund – Dir (IDCW)?

The top stock holdings of Kotak Nifty 200 Momentum 30 Index Fund – Dir (IDCW) are
  1. TVS Motor Co. - 5.06%
  2. Indian Hotels Co - 4.92%
  3. Cholaman.Inv.&Fn - 4.83%
  4. Bajaj Auto - 4.79%
  5. Axis Bank - 4.7%

How can I redeem my investments in Kotak Nifty 200 Momentum 30 Index Fund – Dir (IDCW)?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Nifty 200 Momentum 30 Index Fund – Dir (IDCW) in Scheme, enter the redemption amount, and click on submit button.
Invest Now