Kotak Nifty500 Momentum 50 Index Fund Regular Growth | Kotak Nifty500 Momentum 50 Index Fund NAV Today [8.92], Performance & History

Other Index/ETF Regular

Regular

Direct

1 Year Absolute Returns

NAV (₹) on 27 Mar 2026

8.92

1 Day NAV Change

-2.61%

Risk Level

Very High Risk

Rating

Kotak Nifty500 Momentum 50 Index Fund is a Equity mutual fund categorized under Index, offered by Kotak Mahindra Asset Management Company Ltd.. Launched on 20 Nov 2025, investors can start with a ... Read more

NAV History

Fund Details

Min. SIP Amount

₹100

Inception Date

20 Nov 2025

Min. Lumpsum Amount

₹ 100

Fund Age

0 Yrs

AUM

₹ 17.04 Cr.

Benchmark

Nifty500 Momentum 50 Total Return

Expense Ratio

0.52%

Scheme Type

Open Ended

Exit Load

Nil%

Asset Allocation

AUM

₹ 17.04 Cr

Equity

99.6%

Other Assets & Liabilities

0.4%

Sector Holdings

Sectors	Weightage
Non-Banking Financial Company (NBFC)	18.69%
Auto - 2 & 3 Wheelers	12.42%
Auto - Cars & Jeeps	9.07%
Finance - Banks - Private Sector	8.20%
Exchange Platform	5.95%
Aluminium	4.56%
Telecom Services	4.42%
Paints/Varnishes	4.03%
Finance & Investments	4.02%
Finance - Banks - Public Sector	3.86%
Pharmaceuticals	3.53%
Airlines	3.23%
Hospitals & Medical Services	2.62%
Engines	2.55%
Financial Technologies (Fintech)	1.74%
Power - Transmission/Equipment	1.68%
E-Commerce/E-Retail	1.60%
Airport & Airport Services	1.35%
Agro Chemicals/Pesticides	1.27%
Chemicals - Others	1.02%
Electric Equipment - Switchgear/Circuit Breaker	0.99%
Beverages & Distilleries	0.65%
Auto - LCVs/HCVs	0.59%
Glass & Glass Products	0.42%
Current Assets	0.40%
Engineering - General	0.31%
Auto Ancl - Batteries	0.25%
Electronics - Equipment/Components	0.22%
Holding Company	0.19%
Mining/Minerals	0.17%

See All

Stock Holdings

Name	Weightage	Value (in Cr.)	Sector
SHRIRAM FINANCE LIMITED	5.41%	₹ 0.92	Non-Banking Financial Company (NBFC)
Eicher Motors Ltd.	5.34%	₹ 0.91	Auto - 2 & 3 Wheelers
BAJAJ FINANCE LTD.	4.93%	₹ 0.84	Non-Banking Financial Company (NBFC)
Mahindra & Mahindra Ltd.	4.64%	₹ 0.79	Auto - Cars & Jeeps
Hindalco Industries Ltd.	4.56%	₹ 0.78	Aluminium
Maruti Suzuki India Limited	4.43%	₹ 0.75	Auto - Cars & Jeeps
BHARTI AIRTEL LTD.	4.42%	₹ 0.75	Telecom Services
Asian Paints(India) Ltd.	4.03%	₹ 0.69	Paints/Varnishes
TVS Motor Company Ltd.	3.73%	₹ 0.64	Auto - 2 & 3 Wheelers
Hero MotoCorp Ltd.	3.35%	₹ 0.57	Auto - 2 & 3 Wheelers
Inter Globe Aviation Ltd	3.23%	₹ 0.55	Airlines
BSE LTD	3.20%	₹ 0.54	Exchange Platform
MULTI COMMODITY EXCHANGE OF INDIA LIMITED	2.75%	₹ 0.47	Exchange Platform
FEDERAL BANK LTD.	2.69%	₹ 0.46	Finance - Banks - Private Sector
Cummins India Ltd.	2.55%	₹ 0.43	Engines
AU SMALL FINANCE BANK LTD.	2.51%	₹ 0.43	Finance - Banks - Private Sector
Laurus Labs Ltd	2.43%	₹ 0.41	Pharmaceuticals
MUTHOOT FINANCE LTD.	2.42%	₹ 0.41	Non-Banking Financial Company (NBFC)
CANARA BANK	2.21%	₹ 0.38	Finance - Banks - Public Sector
CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.	1.95%	₹ 0.33	Non-Banking Financial Company (NBFC)
L&T FINANCE HOLDINGS LTD	1.88%	₹ 0.32	Non-Banking Financial Company (NBFC)
Max Financial Services Ltd	1.84%	₹ 0.31	Finance & Investments
Fortis Healthcare India Ltd	1.78%	₹ 0.30	Hospitals & Medical Services
One 97 Communications Ltd	1.74%	₹ 0.30	Financial Technologies (Fintech)
GE VERNOVA T&D INDIA LIMITED	1.68%	₹ 0.29	Power - Transmission/Equipment
INDIAN BANK	1.65%	₹ 0.28	Finance - Banks - Public Sector
ADITYA BIRLA CAPITAL LTD	1.60%	₹ 0.27	Finance & Investments
FSN E-Commerce Ventures Ltd.	1.60%	₹ 0.27	E-Commerce/E-Retail
GMR AIRPORTS LIMITED	1.35%	₹ 0.23	Airport & Airport Services
UPL Ltd	1.27%	₹ 0.22	Agro Chemicals/Pesticides
Glenmark Pharmaceuticals Ltd	1.10%	₹ 0.19	Pharmaceuticals
KARUR VYSYA BANK LTD.	1.10%	₹ 0.19	Finance - Banks - Private Sector
Mahindra & Mahindra Financial Services Ltd.	1.08%	₹ 0.18	Non-Banking Financial Company (NBFC)
RBL BANK LTD.	1.03%	₹ 0.17	Finance - Banks - Private Sector
NAVIN FLUORINE INTERNATIONAL LTD.	1.02%	₹ 0.17	Chemicals - Others
HITACHI ENERGY INDIA LTD.	0.99%	₹ 0.17	Electric Equipment - Switchgear/Circuit Breaker
City Union Bank Ltd.	0.87%	₹ 0.15	Finance - Banks - Private Sector
Radico Khaitan Ltd.	0.65%	₹ 0.11	Beverages & Distilleries
Manappuram Finance Ltd.	0.65%	₹ 0.11	Non-Banking Financial Company (NBFC)
Force Motors Ltd.	0.59%	₹ 0.10	Auto - LCVs/HCVs
Anand Rathi Wealth Ltd.	0.58%	₹ 0.10	Finance & Investments
ASTER DM HEALTHCARE LTD	0.46%	₹ 0.08	Hospitals & Medical Services
Asahi India Glass Ltd.	0.42%	₹ 0.07	Glass & Glass Products
Net Current Assets/(Liabilities)	0.40%	₹ 0.07	Others
Narayana Hrudalaya Ltd	0.38%	₹ 0.06	Hospitals & Medical Services
India Infoline Ltd	0.37%	₹ 0.06	Non-Banking Financial Company (NBFC)
PTC INDUSTRIES LTD.	0.31%	₹ 0.05	Engineering - General
HBL ENGINEERING LTD.	0.25%	₹ 0.04	Auto Ancl - Batteries
SYRMA SGS TECHNOLOGY LTD	0.22%	₹ 0.04	Electronics - Equipment/Components
CHOICE INTERNATIONAL LTD	0.19%	₹ 0.03	Holding Company
Gujarat Mineral Development Corporation Ltd.	0.17%	₹ 0.03	Mining/Minerals

See All

Returns

	Annualised returns
	9M	1Y	2Y	3Y
Fund returns	-	-	-	-
Category returns	-5.48%	2.41%	6.49%	24.20%

Fund Objective

The investment objective of the scheme is to provide returns that, before expenses, corresponds to the total returns of the securities as represented by the underlying index, subject to tracking ... Read more

AMC Details

Name

Kotak Mahindra Asset Management Company Ltd.

Date of Incorporation

23 Jun 1998

CEO

Mr. Nilesh Shah

CIO

Mr. Deepak Agrawal Mr. Harsha Upadhyaya

Type

Pvt.Sector-Indian

Address

27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai, Maharashtra, India - 400051

Website

http://www.assetmanagement.kotak.com

[email protected]

Top Funds from Others - Index Funds/ETFs

Scheme Name	NAV	Returns 1Y 3Y 5Y			AUM (Cr)	Expense Ratio	Risk Meter
ICICI Prudential Nifty Bank Index Fund Index Regular	₹14.62	1.35%	32.34%	0.00%	₹704	0.76%	Very High
ICICI Prudential Nifty Bank Index Fund Index Regular	₹14.62	1.35%	32.34%	0.00%	₹704	0.76%	Very High
ICICI Prudential Nifty Bank Index Fund Index Regular	₹14.62	1.35%	32.34%	0.00%	₹704	0.76%	Very High
ICICI Prudential BSE Sensex ETF ETF Regular	₹840.29	-4.14%	32.27%	59.03%	₹26,710	0.02%	Very High
Axis Nifty 100 Index Fund Index Regular	₹18.84	-7.93%	32.26%	52.53%	₹1,984	0.92%	Very High
Axis Nifty 100 Index Fund Index Regular	₹18.84	-7.93%	32.26%	52.53%	₹1,984	0.92%	Very High
Nippon India ETF BSE Sensex ETF Regular	₹840.28	-4.15%	32.24%	58.89%	₹23,641	0.07%	Very High
HDFC BSE Sensex ETF ETF Regular	₹82.91	-4.16%	32.14%	58.85%	₹537	0.05%	Very High
Aditya Birla Sun Life BSE Sensex ETF ETF Regular	₹73.69	-4.11%	32.14%	58.75%	₹284	0.04%	Very High
UTI BSE Sensex ETF ETF Regular	₹809.72	-4.14%	32.13%	58.82%	₹53,583	0.05%	Very High

Top Funds from Kotak Mahindra Asset Management Company Ltd.

Scheme Name	NAV	Returns 1Y 3Y 5Y			AUM (Cr)	Expense Ratio	Risk Meter
Kotak Balanced Advantage Fund Hybrid Regular	₹19.63	1.02%	32.70%	49.78%	₹17,591	1.65%	Very High
Kotak Balanced Advantage Fund Hybrid Regular	₹19.63	1.02%	32.70%	49.78%	₹17,591	1.65%	Very High
Kotak Balanced Advantage Fund Hybrid Regular	₹19.63	1.02%	32.70%	49.78%	₹17,591	1.65%	Very High
Kotak BSE Sensex ETF ETF Regular	₹80.22	-4.26%	31.42%	57.31%	₹25	0.18%	Very High
Kotak Debt Hybrid Fund - Regular Plan Hybrid Regular	₹57.59	1.51%	29.63%	49.84%	₹2,944	1.66%	Moderately High
Kotak Medium Term Fund - Direct Plan Income Direct	₹26.49	7.94%	28.81%	43.63%	₹1,977	0.67%	Moderately High
Kotak Medium Term Fund - Direct Plan Income Direct	₹26.49	7.94%	28.81%	43.63%	₹1,977	0.67%	Moderately High
Kotak Medium Term Fund - Direct Plan Income Direct	₹26.49	7.93%	28.81%	43.62%	₹1,977	0.67%	Moderately High
Kotak Credit Risk Fund - Direct Plan STP Direct	₹26.19	8.53%	27.56%	38.80%	₹706	0.81%	High
Kotak Credit Risk Fund - Direct Plan STP Direct	₹34.87	8.53%	27.56%	38.80%	₹706	0.81%	High

FAQs

What is the current NAV of Kotak Nifty500 Momentum 50 Index Fund Regular Growth?

The current Net Asset Value (NAV) of Kotak Nifty500 Momentum 50 Index Fund Regular Growth is ₹8.92 as of 27 Mar 2026. NAV represents the per-unit market value of the fund and is updated daily based on the closing prices of the underlying securities.

What is the fund size (AUM) of Kotak Nifty500 Momentum 50 Index Fund Regular Growth?

The Assets Under Management (AUM) of Kotak Nifty500 Momentum 50 Index Fund Regular Growth is ₹17.04 Crores. AUM indicates the total market value of assets managed by the fund and reflects investor confidence and fund popularity.

What are the historical returns of Kotak Nifty500 Momentum 50 Index Fund Regular Growth?

Kotak Nifty500 Momentum 50 Index Fund Regular Growth has delivered returns of 0.00% (1 Year), 0.00% (3 Year), 0.00% (5 Year). Past performance does not guarantee future results, and investors should consider their risk appetite before investing.

What is the risk level of Kotak Nifty500 Momentum 50 Index Fund Regular Growth?

Kotak Nifty500 Momentum 50 Index Fund Regular Growth has a risk rating of 'Very High' as per the SEBI Riskometer. This indicates the fund is suitable for very aggressive investors comfortable with significant market volatility. Investors should align their investment choices with their personal risk tolerance and financial goals.

What is the minimum investment amount for Kotak Nifty500 Momentum 50 Index Fund Regular Growth?

The minimum lumpsum investment required for Kotak Nifty500 Momentum 50 Index Fund Regular Growth is ₹100. The fund also offers SIP (Systematic Investment Plan) option starting from as low as ₹100, making it accessible for regular investments. This allows investors to start their mutual fund journey with a manageable amount.

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