Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option
NAV as on 2026-07-17 · Equity · Index
AUM
₹575 Cr
1Y Return
-2.6%
3Y CAGR
+11.7%
5Y CAGR
-
Expense
0.68%
Risk
Very High
1Y Return
-2.6%
3Y CAGR
+11.7%
5Y CAGR
-
Since Inception
+11.6%
AI Fund Analysis
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NAV History
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52-Week NAV Range
60% from 52W low
Fund Information
Fund House
Kotak Mahindra Mutual Fund
Category
Equity - Index
Min SIP
₹500
Min Lumpsum
₹5,000
Portfolio Composition
Asset Allocation
Market Cap Split
Top Holdings
Shriram Finance Ltd
Financial Services
Cummins India Ltd
Industrials
NTPC Ltd
Utilities
Multi Commodity Exchange of India Ltd
Financial Services
BSE Ltd
Financial Services
Tata Steel Ltd
Basic Materials
Hindalco Industries Ltd
Basic Materials
GE Vernova T&D India Ltd
Industrials
Adani Power Ltd
Utilities
Laurus Labs Ltd
Healthcare
Sector Allocation
Fundamentals
P/E Ratio
26.70
Cat avg: 24.50
P/B Ratio
4.58
Cat avg: 3.98
Dividend Yield
1.09%
Cat avg: 1.53%
Price/Sale
3.21
Price/Cash Flow
13.02
Risk Metrics (3Y)
Sharpe Ratio
0.39
Sortino Ratio
0.55
Std Deviation
19.85%
Peer Comparison
| Fund | AUM (Cr) | Exp % | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|
| Kotak Nifty 200 Momt 30 Idx Reg Gr | 575 | 0.68 | -2.6% | +11.7% | - |
| Groww Nifty SmCp 250MomtQul100IdxRgGr | - | - | - | - | - |
| UTI Nifty 50 Index Fund Reg Gr | 28,685 | 0.38 | -2.3% | +8.2% | +9.8% |
| HDFC Nifty 50 Index | 23,703 | 0.46 | -2.4% | +8.1% | +9.7% |
| ICICI Pru Nifty 50 Index Reg Gr | 16,839 | 0.35 | -2.4% | +8.1% | +9.7% |
| SBI Nifty Index Reg Gr | 13,646 | 0.40 | -2.4% | +8.0% | +9.6% |
| ICICI Pru Nifty Next 50 Index Gr | 9,476 | 0.59 | +4.7% | +17.3% | +12.9% |
| UTI Nifty200 Momentum 30 Index Reg Gr | 8,541 | 0.93 | -2.6% | +12.0% | +10.7% |
| HDFC BSE Sensex Index | 8,485 | 0.37 | -4.4% | +6.3% | +8.9% |
| UTI Nifty Next 50 Index Reg Gr | 7,002 | 0.84 | +4.8% | +17.4% | +12.9% |
What If I Had Invested?
NAV history not available for this range
Key Metrics
Risk-o-Meter
Low
Moderate
High
Very High
Rated as Very High risk
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.