Kotak Nifty500 Momentum 50 Index Fund (Regular)
Kotak Mahindra Mutual Fund · benchmark NIFTY500 Momentum 50 TRI · 0.9 years old · AMFI code 154030
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Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 1.6% | 2.1% | -0.5% | 1 / 5 |
| 1 year | – | – | – | – |
| 3 years (a year) | – | – | – | – |
| 5 years (a year) | – | – | – | – |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Top 10 holdings, September 2026 portfolio.
Common questions
What is the NAV of Kotak Nifty500 Momentum 50 Index Fund (Regular plan)?
₹10.02 on 5 Nov 2026 (Growth option).
What is the expense ratio of Kotak Nifty500 Momentum 50 Index Fund (Regular)?
0.94% a year; the Direct plan's is 0.62%.
What does Kotak Nifty500 Momentum 50 Index Fund invest in?
Its largest holdings are Laurus Labs Limited, Multi Commodity Exchange of India Limite, Hindalco Industries Limited, with 50 stocks in all (September 2026 portfolio).
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Kotak Mahindra Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.