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Kotak Nifty500 Momentum 50 Index Fund - Reg (IDCW)

Index Fund • OPEN
NAV as of May 08, 2026
₹10.15
1 day change
Returns since inception
-2.07%
CAGR
AUM (Fund size)
₹22 Cr
NAV: ₹ 10.15
as on May 08, 2026
Kotak Nifty500 Momentum 50 Index Fund - Reg (IDCW)

Kotak Nifty500 Momentum 50 Index Fund - Reg (IDCW) Overview

AUM (Fund size) ₹ 22 Cr
Expense ratio 0.98 %
Exit load Nil
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark Nifty 500 Momentum 50 TRI
Min. investment SIP: ₹100    Lumpsum: ₹100
Age 0 yrs 5 m since Nov 20, 2025
Tax implication STCG Tax: As per your Income Tax Slab, if redeemed before 3 Years, LTCG Tax: 20% with indexation benefitu00a0 post 3 Years

Holdings Distribution

Automobiles
21.44%
Finance
19.39%
Banks
11.78%
Capital Markets
7.35%
Non-Ferrous Metals
4.93%

Top Holdings

Eicher Motors 5.01%
Shriram Finance 5.00%
Hindalco Inds. 4.93%
Bharti Airtel 4.79%
M & M 4.61%
Bajaj Finance 4.54%
Asian Paints 4.20%
Maruti Suzuki 4.19%
TVS Motor Co. 3.71%
BSE 3.62%

Peer Comparison

Fund Name 1Y 3Y 5Y
Kotak Nifty500 Momentum 50 Index Fund - Reg (IDCW) N/A N/A N/A

Scheme Information

Kotak Nifty500 Momentum 50 Index Fund - Reg (IDCW) was launched on 20/11/2025. The fund manages ₹22 Cr in assets. Its current expense ratio is 0.98%.

Fund Manager: Satish Dondapati

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FAQs on Kotak Nifty500 Momentum 50 Index Fund - Reg (IDCW)

The current expense ratio of Kotak Nifty500 Momentum 50 Index Fund - Reg (IDCW) is 0.98%.

The AUM of Kotak Nifty500 Momentum 50 Index Fund - Reg (IDCW) is ₹22 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Kotak Nifty500 Momentum 50 Index Fund - Reg (IDCW) allows both SIP and lump sum investments.

The latest NAV is ₹10.15.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

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