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OmniAsset › Mutual funds › Kotak Nifty 200 Momentum 30 Index Fund

Kotak Nifty 200 Momentum 30 Index Fund

Index Fund fund benchmarked to Nifty 200 Momentum 30 Index (Total Return Index).. Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 202614.678
CategoryIndex Fund
PlanDirect · Idcw
Launched25 May 2023
Risk labelthe scheme's own riskometerVery High
Legal benchmarkSEBI Tier-1Nifty 200 Momentum 30 Index (Total Return Index).
Expense ratiodirect plan, a year · stated maximum, from the scheme document0.90%
AUM₹1.09 Cr
Growth of ₹10,000₹14,50020 Jun 2023 to 2 Sep 2026
₹17,634₹15,682₹13,731₹11,779₹9,828Jun 2023Apr 2024Jan 2025Nov 2025Sep 2026
₹14,500 (+12.3% a year) Kotak Nifty 200 Momentum 30 Index Fund

Performance (trailing, annualised)

1Y annualised2.35%
3Y annualised11.49%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,21,2851.98%
SIP 3Y (₹10,000 a month)invested ₹3,60,000 → worth ₹3,68,8871.59%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Calendar years

Calendar 202421.04%
Calendar 2025-4.75%

Rolling returns

Rolling 1Y · average114 windows since 20 Jun 202410.26%
Rolling 1Y · median-0.08%
Rolling 1Y · worst window-20.15%
Rolling 1Y · best window70.67%
Rolling 1Y · windows positive50%

Every window of that length in the published history, so one lucky start date cannot flatter the fund.

Risk

Volatility (3Y)19.69%
Downside deviation (3Y)14.51%
Maximum drawdown-31.60%

Management

Fund managerMr. Satish Dondapati FM 2 Mr. Abhishek Bisen FM 3 Mr. Jeetu Valechha Sonar
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

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