Kotak Nifty500 Momentum 50 Index Fund - Regular Plan - IDCW - Payout & Reinvestment
Fund House: Kotak Mahindra Mutual Fund
Category: Index Fund
Status: Open Ended Schemes
Launch Date: 20-11-2025
Minimum Investment: 100.0
Asset Class:
Minimum Topup: 100.0
Benchmark: Nifty 500 Momentum 50 TRI
Total Assets: 0.0 As on ()
Expense Ratio: 0.0% As on ()
Turn over: 81.00% | Exit Load: NIL
NAV as on 26-12-2025
10.04
-0.057
CAGR Since Inception
1.06%
Nifty 500 Momentum 50 TRI 18.36%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Kotak Nifty500 Momentum 50 Index Fund - Regular Plan - IDCW - Payout & Reinvestment | - | - | - | - | 1.06 |
| Benchmark | - | - | - | - | - |
| Index Fund | 5.33 | 14.01 | 15.45 | 13.1 | 8.91 |
Funds Manager
FM 1 Mr. Devender Singhal FM 2 Mr. Satish Dondapati FM 3 Mr. Abhishek Bisen
RETURNS CALCULATORS for Kotak Nifty500 Momentum 50 Index Fund - Regular Plan - IDCW - Payout & Reinvestment
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Kotak Nifty500 Momentum 50 Index Fund - Regular Plan - IDCW - Payout & Reinvestment
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Kotak Nifty500 Momentum 50 Index Fund - Regular Plan - IDCW - Payout & Reinvestment
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Kotak Nifty500 Momentum 50 Index Fund Reg Plan IDCW Payout & Reinv | 20-11-2025 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Nifty MidSmall Financial Services Index Fund Reg Gr | 29-10-2024 | 29.06 | 0.0 | 0.0 | 0.0 | 0.0 |
| Kotak Nifty Financial Services Ex-Bank Index Fund Reg Gr | 14-08-2023 | 25.91 | 20.3 | 0.0 | 0.0 | 0.0 |
| ICICI Prudential NASDAQ 100 Index Fund Gr | 01-10-2021 | 23.26 | 27.55 | 35.56 | 0.0 | 0.0 |
| Nippon India Nifty Auto Index Fund Reg Gr | 14-11-2024 | 21.17 | 0.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal BSE Financials ex Bank 30 Index Fund Reg Gr | 29-07-2022 | 21.13 | 17.51 | 21.88 | 0.0 | 0.0 |
| ICICI Pru Nifty Auto Index Fund Gr | 05-10-2022 | 21.08 | 23.97 | 30.24 | 0.0 | 0.0 |
| Tata Nifty Auto Index Fund Reg Gr | 26-04-2024 | 20.77 | 0.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal S&P 500 Index Reg Gr | 05-04-2020 | 20.65 | 24.79 | 24.89 | 17.76 | 0.0 |
| Motilal Oswal Nifty India Defence Index Fund Reg Gr | 03-07-2024 | 17.34 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Kotak Nifty500 Momentum 50 Index Fund - Regular Plan - IDCW - Payout & Reinvestment
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Kotak Nifty500 Momentum 50 Index Fund - Regular Plan - IDCW - Payout & Reinvestment | - | - | - | - | - | - |
| Index Fund | - | - | - | - | - | - |