Kotak Mahindra OM Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund

Equity Fund
High Risk
Last Updated: 14 Nov 2025
AUM: ₹4 Cr
Assets under management (AUM) is the total market value of the investments that a person or entity manages on behalf of clients. Assets under management definitions and formulas vary by company.
NAV: ₹10.67
0.00%
NAV, or Net Asset Value, is the value of an investment fund’s assets minus its liabilities. It is calculated by dividing the total value of the fund’s assets by the number of outstanding shares. It is used as an indicator of a fund’s performance and can be compared to its previous NAVs.
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  • RSI
5.02% Annual returns
Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund
Performance Graph
As on 14 Nov 2025 
| Data Source - Value research
Fund Definition: To provide capital appreciation by majorly investing in companies forming part of Nifty 500 Multicap Momentum Quality 50 Index

Returns (as on 14 Nov 2025)

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About Kotak Mahindra OM Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund

Kotak Mahindra OM Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund is a Equity Fund launched on 16-04-2025, designed to offer long-term capital growth by investing in a mix of high-quality assets. The fund currently manages an AUM of over ₹4 Cr, with a Net Asset Value (NAV) of ₹10.67 (as of 14 Nov 2025).

Over time, Kotak Mahindra OM Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund has shown stable growth with For longer horizons, it has delivered Return Since Inception (RSI) of 6.66%, highlighting its consistent performance track record.

Highlights of Kotak Mahindra OM Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund

  • It is benchmarked against the Nifty 500 Multicap Momentum Quality 50 Index, which delivered 0% in the same period.
  • The fund maintains a strong allocation with Equity holding: 98.64%, ideal for long-term growth.
  • Major sector exposure includes Others holding: 50.36%, Capital Goods holding: 14.09%, Consumer Staples holding: 10.37%, offering Conservative diversification.
  • Since its launch on 16-04-2025, Kotak Mahindra OM Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund has achieved a Return Since Inception (RSI) of 6.66%.
  • Managed by Kotak Mahindra OM Life, Kotak Mahindra OM Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund is designed for investors seeking Conservative returns with moderate risk exposure.

More Funds from Kotak Mahindra OM Life

Fund name AUM sort icon 1Y sort icon
Kotak Mahindra OM Life
Classic Opportunities Fund
₹13,897 Cr 7.83% Get Details
Kotak Mahindra OM Life
Frontline Equity Fund
₹4,690 Cr 7.18% Get Details
Kotak Mahindra OM Life
Mid Cap Advantage Fund
₹1,422 Cr 14.09% Get Details
Kotak Mahindra OM Life
Dynamic Bond Fund
₹1,287 Cr 5.85% Get Details
Kotak Group Secure Capital Fund ₹761 Cr 6.11% Get Details
Kotak Opportunities ₹644 Cr 7.27% Get Details
Kotak Group Prudent Fund ₹587 Cr 6.11% Get Details
Kotak Mahindra OM Life
Money Market Fund
₹445 Cr 6.32% Get Details
Kotak Mahindra OM Life
Balanced Fund
₹365 Cr 6% Get Details
Kotak Dynamic Floor ₹281 Cr 5.72% Get Details
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Asset Allocation
Equity holding
Cash holding

Top 10 Equity Fund

Fund name
Returns
YTD% 3Y 5Y 10Y
PNB MetLife Mid Cap Fund 0.07% 16.43% 34.5% Get Details
PNB MetLife Pension Mid Cap Fund 25.1% 31.41% 18.41% Get Details
Axis Max Life High Growth Fund 0.78% 27.07% 28.04% 19.37% Get Details
Tata AIA Life Top 200 Fund 6.25% 22.06% 27.3% 17.9% Get Details
Canara HSBC Life Emerging Leaders Equity Fund 4.77% 24.35% 26.93% Get Details
HDFC Life Discovery Fund 6.3% 22.74% 26.36% Get Details
Bandhan Life Opportunity Fund 19.15% 25.38% Get Details
Tata AIA Life India Consumption Fund 7.21% 23.21% 24.84% 20.88% Get Details
Axis Max Life Pension Growth Super 2.71% 18.23% 24.77% 14.41% Get Details
Tata AIA Life Whole Life Mid Cap Equity 4.85% 23.63% 24.36% 18.19% Get Details
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Sector Allocation
Others
50.36%
Capital Goods
14.09%
Consumer Staples
10.37%
Financial
9.37%
Automobile
6%
Chemicals
5.73%
Healthcare
4.57%
Services
3.88%
Technology
3.72%
Textiles
2.5%
View more

Peer Comparison

  • Overview
  • Returns
Fund name AUM sort icon 1Y sort icon
SBI Life Equity Fund ₹81,769 Cr 5.43% Get Details
ICICI Prudential Life Maximiser Fund V ₹51,438 Cr 11.57% Get Details
SBI Life Midcap Fund ₹47,404 Cr 8.16% Get Details
HDFC Life Opportunities Fund ₹36,970 Cr 7.08% Get Details
SBI Life Bond Pension II ₹29,605 Cr 6.16% Get Details
SBI Life Balanced Fund ₹22,457 Cr 8% Get Details
ICICI Prudential Life Multi Cap Growth Fund ₹18,866 Cr 10.06% Get Details
SBI Life Bond Fund ₹18,375 Cr 6.91% Get Details
Axis Max Life Growth Super Fund ₹13,086 Cr 7.73% Get Details
SBI Life Equity Pension II ₹12,770 Cr 9.13% Get Details
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Fund name
Returns
YTD% 3Y 5Y 10Y
SBI Life Equity Fund 4.07% 13.08% 15.09% 12.45% Get Details
ICICI Prudential Life Maximiser Fund V 11.11% 14.28% 17.04% 12.08% Get Details
SBI Life Midcap Fund 3.89% 22.31% 24.28% Get Details
HDFC Life Opportunities Fund 2.76% 18.95% 20.69% 15.06% Get Details
SBI Life Bond Pension II 5.45% 7.18% 5.17% 6.57% Get Details
SBI Life Balanced Fund 7.26% 10.07% 10.3% 10.23% Get Details
ICICI Prudential Life Multi Cap Growth Fund 7.35% 15.97% 17.33% 11.97% Get Details
SBI Life Bond Fund 6.13% 7.43% 5.41% 6.93% Get Details
Axis Max Life Growth Super Fund 6.39% 14.01% 16.12% 13.61% Get Details
SBI Life Equity Pension II 8.45% 12.28% 15.4% 12.88% Get Details
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Invest in a Ulip Plan Today and Watch Your Money Grow Invest in a Ulip Plan Today and Watch Your Money Grow

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Fund name
Returns
YTD% 3Y 5Y 10Y
Aviva Pension PSU Fund 11.7% 30.52% 36.12% 16.35% Get Details
Aviva PSU 12.03% 30% 35.75% 16.07% Get Details
PNB MetLife Mid Cap Fund 0.07% 16.43% 34.5% Get Details
PNB MetLife Pension Mid Cap Fund 25.1% 31.41% 18.41% Get Details
Reliance Pension Energy Fund 2 1.57% 24.41% 28.69% 17.72% Get Details
Reliance Life Energy Fund 2 1.56% 24.01% 28.64% 17.65% Get Details
Axis Max Life High Growth Fund 0.78% 27.07% 28.04% 19.37% Get Details
Aditya Birla Sun Life Group Growth Fund II 106.77% 38.72% 27.44% Get Details
Tata AIA Life Top 200 Fund 6.25% 22.06% 27.3% 17.9% Get Details
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Funds with High Returns (Past 7 Years)
Opportunities Fund
15.06%
Opportunities Fund
High Growth Fund
19.37%
High Growth Fund
Tata AIA Life Whole Life Mid Cap Equity
18.19%
Tata AIA Life Whole Life Mid Cap Equity
Accelerator Mid-Cap Fund II
14.74%
Accelerator Mid-Cap Fund II
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Frequently Asked Questions
Kotak Mahindra OM Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund
Kotak Mahindra OM Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund is a Equity Fund launched on 16-04-2025. It aims to provide long-term capital growth by investing in a diversified portfolio.
As of 14 Nov 2025, the Net Asset Value (NAV) of Kotak Mahindra OM Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund is ₹10.67.
Kotak Mahindra OM Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund is suitable for investors looking for moderate risk and stable long-term returns without full exposure to equity market volatility.
Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund is not Shariah-compliant.
Kotak Mahindra OM Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund has been in the market since 16-04-2025, providing a long and reliable performance history.

To provide capital appreciation by majorly investing in companies forming part of Nifty 500 Multicap Momentum Quality 50 Index
Over the past year, Kotak Mahindra OM Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund has delivered a return of approximately 0% CAGR, making it a competitive performer.
Kotak Mahindra OM Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund is benchmarked against the Nifty 500 Multicap Momentum Quality 50 Index, which delivered about 23% return in the same period. The fund has underperformed its benchmark in recent years.
The fund mainly invests in sectors like Others holding: 50.36%, Capital Goods holding: 14.09%, Consumer Staples holding: 10.37%, which together form a major part of its portfolio allocation.
The fund primarily allocates 98.64% to Equity holding, making it Conservative in nature, depending on the fund's investment style.

View more FAQ's

*The Returns in ULIP plans are subject to market risk and are not guaranteed. The investment risk in the policy is borne by the policyholder. The actual returns can vary depending on the performance of the chosen fund, charges towards mortality, allocation, policy admin, cost of riders, etc. The 4% and 8% illustration is neither the minimum or maximum limit that you may get as a policyholder.

*The maturity amount of Rs 1 Cr. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product. For more details on risk factors, terms and conditions, please read the sales brochure carefully before concluding a sale.

*The maturity amount of Rs 50 Lakhs. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 4% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product.

˜The insurers/plans mentioned are arranged in order of highest to lowest first year premium (sum of individual single premium and individual non-single premium) offered by Policybazaar’s insurer partners offering life insurance investment plans on our platform, as per ‘first year premium of life insurers as at 31.03.2025 report’ published by IRDAI. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. For complete list of insurers in India refer to the IRDAI website www.irdai.gov.in

^Returns as on 10th Jan'25. 18% returns for Tata AIA Life Top 200 for the last 10 years.The past performance is not necessarily indicative of future performance. Source: Morningstar

++Source -: Google Review Rating available on: http://bit.ly/3J20bXZ

All Data Source: Value Research

TERMS AND CONDITIONS APPLY.For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.

Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2025 policybazaar.com. All Rights Reserved

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