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Fund Overview of Kotak Nifty500 Momentum 50 Index Fund Direct-growth
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₹9.83NAV
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EquityFund Category
Asset Allocation
equities
100.59%Kotak Nifty500 Momentum 50 Index Fund Direct-growth is one Equity mutual fund offered by Kotak Mahindra Mutual Fund. Launched on 11 Dec 2025, the fund aims Long term capital growth Return that corresponds to the performance of Nifty500 Momentum 50 Index subject to tracking error The portfolio allocation consists of 100.59% in equities. it has delivered a return of 0.00% in the last year, a total return since inception of -1.82%. About Kotak Nifty500 Momentum 50 Index Fund Direct-growth
Fund Details
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Top Performing Mutual Funds
| Fund Names | AUM (Cr) | 1M | 3M | 1Yr | 3Yr | 5Yr |
|---|---|---|---|---|---|---|
Aditya Birla Sun Life Flexi Cap Fund Regular-growth  |
₹23,127 | -1.02% | 2.88% | 13.22% | 17.89% | 14.76% |
| Aditya Birla Sun Life Focused Fund Regular-growth |
₹7,731 | -0.14% | 4.97% | 12.54% | 17.04% | 14.20% |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth |
₹411 | -0.72% | 2.54% | 14.05% | 17.06% | 12.45% |
| Aditya Birla Sun Life Bal Bhavishya Yojna Direct-growth |
₹1,145 | -0.35% | 2.79% | 11.42% | 15.91% | 11.73% |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth |
₹411 | -0.86% | 2.18% | 12.60% | 15.52% | 10.87% |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth |
₹1,145 | -0.44% | 2.46% | 10.11% | 14.30% | 10.03% |
growth is based on 1-month returns of the funds & Top fund are based on 3Y Returns
More funds from Kotak Mahindra Mutual Fund
| Fund Names | AUM (Cr) | 1M | 3M | 6M | 1Yr | 3Yr |
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Kotak Flexicap Fund Direct-growth
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₹53,293 | 0.24% | 1.65% | 1.82% | 14.62% | 17.47% |
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Kotak Flexicap Fund Regular-growth
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₹53,293 | 0.17% | 1.43% | 1.39% | 13.66% | 16.46% |
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Kotak Flexicap Fund Direct-idcw
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₹53,293 | 0.24% | 1.65% | 1.82% | 14.62% | 17.47% |
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Kotak Focused Fund Direct - Growth
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₹3,659 | 0.95% | 2.50% | 7.36% | 19.34% | 19.10% |
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Kotak Focused Fund Regular - Growth
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₹3,659 | 0.83% | 2.16% | 6.64% | 17.75% | 17.45% |
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Kotak Nifty Alpha 50 Etf - Growth
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₹699 | -1.61% | -1.93% | -5.49% | -2.88% | 18.99% |
growth is based on 1-month returns of the fundsMutual Fund Calculator
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Top Mutual Funds
| Fund Names | AUM (Cr) | NAV | 3Yr | 5Yr | 10Yr |
|---|---|---|---|---|---|
| Aditya Birla Sun Life Flexi Cap Fund Regular-growth |
₹23,127 | ₹1,865.36 | 17.89% | 14.76% | 15.18% |
| Aditya Birla Sun Life Focused Fund Regular-growth |
₹7,731 | ₹149.21 | 17.04% | 14.20% | 13.89% |
| Aditya Birla Sun Life Bal Bhavishya Yojna Direct-growth |
₹1,145 | ₹22.88 | 15.91% | 11.73% | - |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth |
₹1,145 | ₹20.42 | 14.30% | 10.03% | - |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth |
₹411 | ₹20.46 | 15.52% | 10.87% | - |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth |
₹411 | ₹22.72 | 17.06% | 12.45% | - |
Detailed Portfolio
| Stocks | Sector | % of Holding | Value |
|---|---|---|---|
| Mahindra & Mahindra Ltd | Consumer Discretionary | 5.08% | ₹0.74 Cr |
| Shriram Transport Finance Company Ltd | Financial | 5.01% | ₹0.73 Cr |
| Maruti Suzuki India Ltd | Consumer Discretionary | 4.99% | ₹0.73 Cr |
| Bharti Airtel Ltd | Technology | 4.97% | ₹0.72 Cr |
| Bajaj Finance Ltd | Financial | 4.90% | ₹0.71 Cr |
| Eicher Motors Ltd | Consumer Discretionary | 4.89% | ₹0.71 Cr |
| Asian Paints Ltd | Materials | 4.72% | ₹0.69 Cr |
| Hindalco Industries Ltd | Materials | 4.39% | ₹0.64 Cr |
| Tvs Motor Company Ltd | Consumer Discretionary | 3.60% | ₹0.53 Cr |
| Repo | Unspecified | 3.43% | ₹0.50 Cr |
| Interglobe Aviation Ltd | Industrials | 3.40% | ₹0.50 Cr |
| Hero Motocorp Ltd | Consumer Discretionary | 3.40% | ₹0.50 Cr |
| Bse Ltd | Financial | 3.12% | ₹0.45 Cr |
| Muthoot Finance Ltd | Financial | 2.76% | ₹0.40 Cr |
| Au Small Finance Bank Ltd | Financial | 2.61% | ₹0.38 Cr |
| Multi Commodity Exchange Of India Ltd | Financial | 2.51% | ₹0.37 Cr |
| Laurus Labs Ltd | Healthcare | 2.51% | ₹0.37 Cr |
| The Federal Bank Ltd | Financial | 2.41% | ₹0.35 Cr |
| Cummins India Ltd | Industrials | 2.31% | ₹0.34 Cr |
| Canara Bank | Financial | 2.18% | ₹0.32 Cr |
| L&t Finance Holdings Ltd | Financial | 2.10% | ₹0.31 Cr |
| One 97 Communications Ltd | Industrials | 2.06% | ₹0.30 Cr |
| Cholamandalam Investment & Finance Company Ltd | Financial | 1.93% | ₹0.28 Cr |
| Max Financial Services Ltd | Financial | 1.70% | ₹0.25 Cr |
| Fortis Healthcare Ltd | Healthcare | 1.67% | ₹0.24 Cr |
| Aditya Birla Capital Ltd | Financial | 1.67% | ₹0.24 Cr |
| Fsn E-commerce Ventures Ltd | Consumer Discretionary | 1.61% | ₹0.23 Cr |
| Upl Ltd | Materials | 1.59% | ₹0.23 Cr |
| Gmr Airports Infrastructure Ltd | Industrials | 1.41% | ₹0.21 Cr |
| Indian Bank | Financial | 1.40% | ₹0.20 Cr |
| Ge T&d India Ltd | Industrials | 1.37% | ₹0.20 Cr |
| Mahindra & Mahindra Financial Services Ltd | Financial | 1.17% | ₹0.17 Cr |
| Glenmark Pharmaceuticals Ltd | Healthcare | 1.06% | ₹0.15 Cr |
| Rbl Bank Ltd | Financial | 1.02% | ₹0.15 Cr |
| Navin Fluorine International Ltd | Materials | 0.97% | ₹0.14 Cr |
| City Union Bank Ltd | Financial | 0.90% | ₹0.13 Cr |
| Karur Vysya Bank Ltd | Financial | 0.89% | ₹0.13 Cr |
| Radico Khaitan Ltd | Consumer Staples | 0.81% | ₹0.12 Cr |
| Hitachi Energy India Ltd | Industrials | 0.72% | ₹0.10 Cr |
| Manappuram Finance Ltd | Financial | 0.71% | ₹0.10 Cr |
| Anand Rathi Wealth Ltd | Financial | 0.59% | ₹0.09 Cr |
| Force Motors Ltd | Industrials | 0.49% | ₹0.07 Cr |
| Asahi India Glass Ltd | Consumer Discretionary | 0.47% | ₹0.07 Cr |
| Iifl Finance Ltd | Financial | 0.45% | ₹0.07 Cr |
| Aster Dm Healthcare Ltd | Healthcare | 0.44% | ₹0.06 Cr |
| Narayana Hrudayalaya Ltd | Healthcare | 0.39% | ₹0.06 Cr |
| Hbl Power Systems Ltd | Industrials | 0.33% | ₹0.05 Cr |
| Ptc Industries Ltd | Materials | 0.32% | ₹0.05 Cr |
| Choice International Ltd | Financial | 0.22% | ₹0.03 Cr |
| Syrma Sgs Technology Ltd | Technology | 0.19% | ₹0.03 Cr |
| Gujarat Mineral Development Corporation Ltd | Materials | 0.18% | ₹0.03 Cr |
| Net Payables | Unspecified | -4.02% | ₹-0.59 Cr |
Top Equity Funds
| Fund Names | NAV | 3Yr | 5Yr | 52 weeks high |
|---|---|---|---|---|
| Aditya Birla Sun Life Flexi Cap Fund Regular-growth |
₹1,865.36 | 17.89% | 14.76% | - |
| Aditya Birla Sun Life Focused Fund Regular-growth |
₹149.21 | 17.04% | 14.20% | - |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth |
₹22.72 | 17.06% | 12.45% | - |
| Aditya Birla Sun Life Bal Bhavishya Yojna Direct-growth |
₹22.88 | 15.91% | 11.73% | - |
| Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth |
₹20.46 | 15.52% | 10.87% | - |
| Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth |
₹20.42 | 14.30% | 10.03% | - |
growth is based on 5Y returns of the funds
Frequently Asked Questions
Kotak Nifty500 Momentum 50 Index Fund Direct-growth
What is the portfolio composition of Kotak Nifty500 Momentum 50 Index Fund Direct-growth?
Equity: 100.59%, Others: -0.59%.
What is the market-cap allocation of Kotak Nifty500 Momentum 50 Index Fund Direct-growth?
Large Cap: 58.19%, Mid Cap: 33.69%, Small Cap: 8.12%.
Which are the top companies Kotak Nifty500 Momentum 50 Index Fund Direct-growth has invested in?
- Mahindra & Mahindra Ltd – 5.08% of the fund's portfolio
- Shriram Transport Finance Company Ltd – 5.01% of the fund's portfolio
- Maruti Suzuki India Ltd – 4.99% of the fund's portfolio
- Bharti Airtel Ltd – 4.97% of the fund's portfolio
- Bajaj Finance Ltd – 4.90% of the fund's portfolio
Which are the major sectors Kotak Nifty500 Momentum 50 Index Fund Direct-growth focuses on?
- Financial – 40.25% of the fund's portfolio
- Consumer Discretionary – 24.04% of the fund's portfolio
- Materials – 12.17% of the fund's portfolio
- Industrials – 12.09% of the fund's portfolio
- Healthcare – 6.07% of the fund's portfolio
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^Returns as on 10th Jan’25. Tata AIA Life Top 200 ULIP Fund has delivered 18% returns over the last 10 years. Past performance is not necessarily indicative of future results. This disclaimer is specifically regarding a ULIP fund and is not related to mutual funds. Source: Morningstar.
