Kotak Nifty500 Momentum 50 Index Fund Regular-idcw

  • 3 Months
  • 6 Months
  • 1 Year
  • 3 Years
  • 5 Years
  • RSI
3 Months Returns : -12.01%
Fund NAV

Fund Overview of Kotak Nifty500 Momentum 50 Index Fund Regular-idcw

  • ₹17.0 Cr
    AUM
  • ₹8.86
    NAV
  • 0.52%
    Expense Ratio
  • Equity
    Fund Category
As on Thu Apr 02, 2026
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Minimum amount you can invest: ₹500

Maximum amount you can invest: ₹1,00,000

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Returns of Kotak Nifty500 Momentum 50 Index Fund Regular-idcw

Tenure Absolute(%) Annualised(%) Category Average(%)
3 Months -12.01% NA 3.06%
As on Thu Apr 02, 2026

Asset Allocation

equities

99.60%

other assets or cash equivalents

0.40%
Large Cap: 57.43%
Mid Cap: 34.31%
Small Cap: 8.26%
Other: 0.00%
Top Holdings
Shriram Transport Finance Company Ltd
5.41%
Eicher Motors Ltd
5.34%
Bajaj Finance Ltd
4.93%
Shriram Transport Finance Company Ltd
5.27%
Mahindra & Mahindra Ltd
4.64%
 
Top Sectors
Financial
122.49%
Consumer Discretionary
70.73%
Industrials
36.00%
Materials
35.65%
Healthcare
17.98%
Detailed Portfolio Analysis
As on Thu Apr 02, 2026
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About Fund

About Kotak Nifty500 Momentum 50 Index Fund Regular-idcw

Kotak Nifty500 Momentum 50 Index Fund Regular-idcw 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 It manages assets worth ₹17.0 crore as on Sat Feb 28, 2026. The expense ratio stands at 0.52%.
The portfolio allocation consists of 99.60% in equities, 0.40% in other assets or cash equivalents.it has delivered a return of 0.00% in the last year, a total return since inception of -11.45%.
Identifying a suitable best sip plans plays a vital role in systematic investing.

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Fund Details

Fund Names Kotak Nifty500 Momentum 50 Index Fund Regular-idcw
Inception Date 11 Dec 2025
Lock In No Lock-in
 
Risk Principal at very high risk
Category Average Annual Returns 0.23
More Details

Start An Sip Today Watch Your Money Grow

Top Performing Mutual Funds

Fund Names AUM (Cr) 1M 3M 1Yr 3Yr 5Yr
Aditya Birla Sun Life Flexi Cap Fund Regular-growth trend ₹25,207 -7.55% -11.54% 2.63% 15.65% 12.16%
Aditya Birla Sun Life Focused Fund Regular-growth trend ₹7,971 -7.67% -12.53% 1.15% 14.44% 11.58%
Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth trend ₹422 -6.40% -10.53% 6.38% 15.37% 10.19%
Aditya Birla Sun Life Bal Bhavishya Yojna Direct-growth trend ₹1,157 -6.60% -13.06% 2.21% 13.52% 8.92%
Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth trend ₹422 -6.50% -10.80% 5.03% 13.86% 8.65%
Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth trend ₹1,157 -6.64% -13.25% 1.06% 12.00% 7.30%
View More
increase 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
Kotak Flexicap Fund Direct-growth increase ₹56,853 -8.99% -10.98% -6.89% 2.73% 14.78%
Kotak Flexicap Fund Regular-growth increase ₹56,853 -9.06% -11.17% -7.29% 1.87% 13.79%
Kotak Flexicap Fund Direct-idcw increase ₹56,853 -8.99% -10.98% -6.89% 2.73% 14.78%
Kotak Focused Fund Direct - Growth increase ₹4,014 -8.86% -11.45% -4.98% 7.78% 16.20%
Kotak Focused Fund Regular - Growth increase ₹4,014 -8.97% -11.74% -5.61% 6.35% 14.61%
Kotak Nifty Alpha 50 Etf - Growth increase ₹719 -8.89% -10.12% -7.83% -1.41% 20.07%
Kotak Nifty Alpha 50 Index Fund Regular-growth increase ₹25 -8.91% -10.30% -8.31% - -
Kotak Nifty Alpha 50 Index Fund Direct-growth increase ₹25 -8.86% -10.16% -8.03% - -
Kotak Nifty500 Momentum 50 Index Fund Regular-growth increase ₹17 -8.83% -12.01% - - -
Kotak Nifty500 Momentum 50 Index Fund Direct-growth increase ₹17 -8.82% -11.94% - - -
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increase growth is based on 1-month returns of the funds

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Top Mutual Funds

Fund Names AUM (Cr) NAV 3Yr 5Yr 10Yr
Aditya Birla Sun Life Flexi Cap Fund Regular-growth trend ₹25,207 ₹1,686.05 15.65% 12.16% 13.76%
Aditya Birla Sun Life Focused Fund Regular-growth trend ₹7,971 ₹132.23 14.44% 11.58% 12.45%
Aditya Birla Sun Life Bal Bhavishya Yojna Direct-growth trend ₹1,157 ₹20.37 13.52% 8.92% -
Aditya Birla Sun Life Bal Bhavishya Yojna Regular-growth trend ₹1,157 ₹18.14 12.00% 7.30% -
Aditya Birla Sun Life Retirement Fund - The 30s Plan Regular-growth trend ₹422 ₹18.70 13.86% 8.65% -
Aditya Birla Sun Life Retirement Fund - The 30s Plan Direct-growth trend ₹422 ₹20.82 15.37% 10.19% -
View More
Top funds are based on Fund AUM

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Detailed Portfolio

Stocks Sector % of Holding Value
Shriram Transport Finance Company LtdFinancial5.41%₹0.92 Cr
Eicher Motors LtdConsumer Discretionary5.34%₹0.91 Cr
Bajaj Finance LtdFinancial4.93%₹0.84 Cr
Shriram Transport Finance Company LtdFinancial5.27%₹0.80 Cr
Mahindra & Mahindra LtdConsumer Discretionary4.64%₹0.79 Cr
Hindalco Industries LtdMaterials4.56%₹0.78 Cr
Maruti Suzuki India LtdConsumer Discretionary4.43%₹0.75 Cr
Bharti Airtel LtdTechnology4.42%₹0.75 Cr
Hindalco Industries LtdMaterials4.90%₹0.74 Cr
Eicher Motors LtdConsumer Discretionary4.90%₹0.74 Cr
Mahindra & Mahindra LtdConsumer Discretionary5.08%₹0.74 Cr
Mahindra & Mahindra LtdConsumer Discretionary4.83%₹0.73 Cr
Shriram Transport Finance Company LtdFinancial5.01%₹0.73 Cr
Maruti Suzuki India LtdConsumer Discretionary4.99%₹0.73 Cr
Bharti Airtel LtdTechnology4.77%₹0.72 Cr
Bharti Airtel LtdTechnology4.97%₹0.72 Cr
Bajaj Finance LtdFinancial4.74%₹0.72 Cr
Bajaj Finance LtdFinancial4.90%₹0.71 Cr
Eicher Motors LtdConsumer Discretionary4.89%₹0.71 Cr
Asian Paints LtdMaterials4.72%₹0.69 Cr
Asian Paints LtdMaterials4.03%₹0.69 Cr
Maruti Suzuki India LtdConsumer Discretionary4.49%₹0.68 Cr
Asian Paints LtdMaterials4.25%₹0.65 Cr
Hindalco Industries LtdMaterials4.39%₹0.64 Cr
Tvs Motor Company LtdConsumer Discretionary3.73%₹0.64 Cr
Hero Motocorp LtdConsumer Discretionary3.35%₹0.57 Cr
Tvs Motor Company LtdConsumer Discretionary3.66%₹0.56 Cr
Interglobe Aviation LtdIndustrials3.23%₹0.55 Cr
Bse LtdFinancial3.20%₹0.54 Cr
Tvs Motor Company LtdConsumer Discretionary3.60%₹0.53 Cr
Bse LtdFinancial3.40%₹0.52 Cr
Hero Motocorp LtdConsumer Discretionary3.34%₹0.51 Cr
RepoUnspecified3.43%₹0.50 Cr
Interglobe Aviation LtdIndustrials3.40%₹0.50 Cr
Hero Motocorp LtdConsumer Discretionary3.40%₹0.50 Cr
Interglobe Aviation LtdIndustrials3.17%₹0.48 Cr
Multi Commodity Exchange Of India LtdFinancial2.75%₹0.47 Cr
The Federal Bank LtdFinancial2.69%₹0.46 Cr
Bse LtdFinancial3.12%₹0.45 Cr
Multi Commodity Exchange Of India LtdFinancial2.93%₹0.45 Cr
Cummins India LtdIndustrials2.55%₹0.43 Cr
Muthoot Finance LtdFinancial2.85%₹0.43 Cr
Au Small Finance Bank LtdFinancial2.51%₹0.43 Cr
Laurus Labs LtdHealthcare2.43%₹0.41 Cr
Muthoot Finance LtdFinancial2.42%₹0.41 Cr
The Federal Bank LtdFinancial2.66%₹0.40 Cr
Muthoot Finance LtdFinancial2.76%₹0.40 Cr
Au Small Finance Bank LtdFinancial2.65%₹0.40 Cr
Au Small Finance Bank LtdFinancial2.61%₹0.38 Cr
Canara BankFinancial2.21%₹0.38 Cr
Multi Commodity Exchange Of India LtdFinancial2.51%₹0.37 Cr
Laurus Labs LtdHealthcare2.51%₹0.37 Cr
The Federal Bank LtdFinancial2.41%₹0.35 Cr
Laurus Labs LtdHealthcare2.25%₹0.34 Cr
Cummins India LtdIndustrials2.31%₹0.34 Cr
Cummins India LtdIndustrials2.21%₹0.34 Cr
Cholamandalam Investment & Finance Company LtdFinancial1.95%₹0.33 Cr
Canara BankFinancial2.13%₹0.32 Cr
L&t Finance Holdings LtdFinancial1.88%₹0.32 Cr
Canara BankFinancial2.18%₹0.32 Cr
Max Financial Services LtdFinancial1.84%₹0.31 Cr
L&t Finance Holdings LtdFinancial2.10%₹0.31 Cr
Fortis Healthcare LtdHealthcare1.78%₹0.30 Cr
One 97 Communications LtdIndustrials2.06%₹0.30 Cr
L&t Finance Holdings LtdFinancial1.96%₹0.30 Cr
One 97 Communications LtdIndustrials1.74%₹0.30 Cr
Cholamandalam Investment & Finance Company LtdFinancial1.90%₹0.29 Cr
Ge T&d India LtdIndustrials1.68%₹0.29 Cr
One 97 Communications LtdIndustrials1.86%₹0.28 Cr
Cholamandalam Investment & Finance Company LtdFinancial1.93%₹0.28 Cr
Indian BankFinancial1.65%₹0.28 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary1.60%₹0.27 Cr
Aditya Birla Capital LtdFinancial1.60%₹0.27 Cr
Max Financial Services LtdFinancial1.69%₹0.26 Cr
Fortis Healthcare LtdHealthcare1.66%₹0.25 Cr
Max Financial Services LtdFinancial1.70%₹0.25 Cr
Aditya Birla Capital LtdFinancial1.63%₹0.25 Cr
Fortis Healthcare LtdHealthcare1.67%₹0.24 Cr
Aditya Birla Capital LtdFinancial1.67%₹0.24 Cr
Indian BankFinancial1.56%₹0.24 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary1.61%₹0.23 Cr
Upl LtdMaterials1.59%₹0.23 Cr
Gmr Airports Infrastructure LtdIndustrials1.35%₹0.23 Cr
Fsn E-commerce Ventures LtdConsumer Discretionary1.48%₹0.22 Cr
Ge T&d India LtdIndustrials1.45%₹0.22 Cr
Upl LtdMaterials1.45%₹0.22 Cr
Upl LtdMaterials1.27%₹0.22 Cr
Gmr Airports Infrastructure LtdIndustrials1.41%₹0.21 Cr
Indian BankFinancial1.40%₹0.20 Cr
Ge T&d India LtdIndustrials1.37%₹0.20 Cr
Gmr Airports Infrastructure LtdIndustrials1.30%₹0.20 Cr
Glenmark Pharmaceuticals LtdHealthcare1.10%₹0.19 Cr
Karur Vysya Bank LtdFinancial1.10%₹0.19 Cr
Mahindra & Mahindra Financial Services LtdFinancial1.08%₹0.18 Cr
Rbl Bank LtdFinancial1.03%₹0.17 Cr
Navin Fluorine International LtdMaterials1.02%₹0.17 Cr
Mahindra & Mahindra Financial Services LtdFinancial1.17%₹0.17 Cr
Mahindra & Mahindra Financial Services LtdFinancial1.12%₹0.17 Cr
Hitachi Energy India LtdIndustrials0.99%₹0.17 Cr
Glenmark Pharmaceuticals LtdHealthcare1.07%₹0.16 Cr
Karur Vysya Bank LtdFinancial1.04%₹0.16 Cr
Navin Fluorine International LtdMaterials1.03%₹0.16 Cr
Glenmark Pharmaceuticals LtdHealthcare1.06%₹0.15 Cr
Rbl Bank LtdFinancial0.99%₹0.15 Cr
City Union Bank LtdFinancial0.87%₹0.15 Cr
Rbl Bank LtdFinancial1.02%₹0.15 Cr
City Union Bank LtdFinancial0.96%₹0.15 Cr
Navin Fluorine International LtdMaterials0.97%₹0.14 Cr
City Union Bank LtdFinancial0.90%₹0.13 Cr
Karur Vysya Bank LtdFinancial0.89%₹0.13 Cr
Radico Khaitan LtdConsumer Staples0.81%₹0.12 Cr
Hitachi Energy India LtdIndustrials0.77%₹0.12 Cr
Manappuram Finance LtdFinancial0.65%₹0.11 Cr
Radico Khaitan LtdConsumer Staples0.65%₹0.11 Cr
Radico Khaitan LtdConsumer Staples0.71%₹0.11 Cr
Hitachi Energy India LtdIndustrials0.72%₹0.10 Cr
Manappuram Finance LtdFinancial0.71%₹0.10 Cr
Manappuram Finance LtdFinancial0.68%₹0.10 Cr
Force Motors LtdIndustrials0.59%₹0.10 Cr
Anand Rathi Wealth LtdFinancial0.58%₹0.10 Cr
Anand Rathi Wealth LtdFinancial0.59%₹0.09 Cr
Anand Rathi Wealth LtdFinancial0.56%₹0.09 Cr
Aster Dm Healthcare LtdHealthcare0.46%₹0.08 Cr
Net Current AssetsUnspecified0.40%₹0.07 Cr
Force Motors LtdIndustrials0.48%₹0.07 Cr
Asahi India Glass LtdConsumer Discretionary0.48%₹0.07 Cr
Force Motors LtdIndustrials0.49%₹0.07 Cr
Asahi India Glass LtdConsumer Discretionary0.42%₹0.07 Cr
Asahi India Glass LtdConsumer Discretionary0.47%₹0.07 Cr
Iifl Finance LtdFinancial0.45%₹0.07 Cr
Narayana Hrudayalaya LtdHealthcare0.38%₹0.06 Cr
Aster Dm Healthcare LtdHealthcare0.44%₹0.06 Cr
Iifl Finance LtdFinancial0.37%₹0.06 Cr
Iifl Finance LtdFinancial0.40%₹0.06 Cr
Aster Dm Healthcare LtdHealthcare0.40%₹0.06 Cr
Net Current AssetsUnspecified0.39%₹0.06 Cr
Narayana Hrudayalaya LtdHealthcare0.39%₹0.06 Cr
Narayana Hrudayalaya LtdHealthcare0.38%₹0.06 Cr
Ptc Industries LtdMaterials0.31%₹0.05 Cr
Ptc Industries LtdMaterials0.32%₹0.05 Cr
Hbl Power Systems LtdIndustrials0.33%₹0.05 Cr
Ptc Industries LtdMaterials0.32%₹0.05 Cr
Hbl Power Systems LtdIndustrials0.29%₹0.04 Cr
Hbl Power Systems LtdIndustrials0.25%₹0.04 Cr
Syrma Sgs Technology LtdTechnology0.22%₹0.04 Cr
Choice International LtdFinancial0.19%₹0.03 Cr
Choice International LtdFinancial0.22%₹0.03 Cr
Choice International LtdFinancial0.21%₹0.03 Cr
Syrma Sgs Technology LtdTechnology0.21%₹0.03 Cr
Gujarat Mineral Development Corporation LtdMaterials0.17%₹0.03 Cr
Syrma Sgs Technology LtdTechnology0.19%₹0.03 Cr
Gujarat Mineral Development Corporation LtdMaterials0.17%₹0.03 Cr
Gujarat Mineral Development Corporation LtdMaterials0.18%₹0.03 Cr
Net PayablesUnspecified-4.02%₹-0.59 Cr
View More

Top Equity Funds

increase growth is based on 5Y returns of the funds

Frequently Asked Questions

Kotak Nifty500 Momentum 50 Index Fund Regular-idcw

What is the current AUM of Kotak Nifty500 Momentum 50 Index Fund Regular-idcw?

As of Sat Feb 28, 2026, Kotak Nifty500 Momentum 50 Index Fund Regular-idcw manages assets worth ₹17.0 crore

What is the portfolio composition of Kotak Nifty500 Momentum 50 Index Fund Regular-idcw?

Equity: 99.60%, Others: 0.40%.

What is the market-cap allocation of Kotak Nifty500 Momentum 50 Index Fund Regular-idcw?

Large Cap: 57.43%, Mid Cap: 34.31%, Small Cap: 8.26%.

Which are the top companies Kotak Nifty500 Momentum 50 Index Fund Regular-idcw has invested in?

  • Shriram Transport Finance Company Ltd – 5.41% of the fund's portfolio
  • Eicher Motors Ltd – 5.34% of the fund's portfolio
  • Bajaj Finance Ltd – 4.93% of the fund's portfolio
  • Shriram Transport Finance Company Ltd – 5.27% of the fund's portfolio
  • Mahindra & Mahindra Ltd – 4.64% of the fund's portfolio

Which are the major sectors Kotak Nifty500 Momentum 50 Index Fund Regular-idcw focuses on?

  • Financial – 122.49% of the fund's portfolio
  • Consumer Discretionary – 70.73% of the fund's portfolio
  • Industrials – 36.00% of the fund's portfolio
  • Materials – 35.65% of the fund's portfolio
  • Healthcare – 17.98% of the fund's portfolio
View more FAQ's

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Past performance may not be indicative of future results.

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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

^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.

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