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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
1.5 years ago
Lock-in Period
No lock-in
NAV
as of 20 Dec 2024
₹15.74
-3.0374% (-0.40)
AUM
₹368 Cr
Expense ratio
0.4%
Benchmark
Nifty 200 Momentum 30
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold anytime
0%
What's in this fund?
Sectors
Holdings
Consumer Cyclical
Industrials
Financial Services
Communication Services
Technology
Fund House
Kotak Mahindra
Inc: 29 Dec 1998 • Total AUM: ₹4,13,760 Cr • Rank #4Kotak 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: 5.61 yrs • Total AUM: 2,63,235 Cr
Satish Dondapati
Experience: 5.61 yrs • Total AUM: 21,913 Cr
Abhishek Bisen
Experience: 16.72 yrs • Total AUM: 9,69,979 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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Expense ratio
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Tracking error
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Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.