Kotak Nifty 200 Momentum 30 Index Fund Direct growth
Equity • Index • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Index
Direct growth
Launched On
20 Jun 2023
1.2 years ago
Lock-in Period
No lock-in
NAV
as of 06 Sep 2024
₹17.08
-1.7942% (-0.30)
AUM
₹295 Cr
Expense ratio
0.41%
Benchmark
Nifty 200 Momentum 30
Fund Plan
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Tax info and exit load
Taxes
Units held less than 1Y
15%
Units held more than 1Y
10%
Exit Load
If units sold anytime
0%
Distribution
Asset split
Equity100.05%
What's in this fund?
Sectors
Holdings
Consumer Cyclical
28.91%
Industrials
26.97%
Financial Services
10.96%
Communication Services
6.86%
Energy
4.85%
Fund House
Kotak Mahindra
Inc: 29 Dec 1998 • Total AUM: ₹4,03,748 Cr • Rank #4
Kotak Mahindra Mutual Fund, started in 1998, has Kotak Mahindra Bank as its sponsor. The fund house is headed by Nilesh Shah as the CEO. As of 31 March 2024, it has an AUM of ₹4,12,221 Cr. The fund house has over 8.1 million investor accounts and more than 50,000 empanelled distributors.
Fund Managers
Devender Singhal
Experience: 5.32 yrs • Total AUM: 2,42,694 Cr
Satish Dondapati
Experience: 5.32 yrs • Total AUM: 20,099 Cr
Abhishek Bisen
Experience: 16.43 yrs • Total AUM: 8,95,261 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
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