Kotak Nifty 200 Momentum 30 Index Fund
Fund Details
- Expense Ratio: A charge to the mutual fund for handling your investments. It's a percentage of the fund's assets used for various expenses like administration and management.
- Exit Load : A fee paid to a mutual fund for leaving the investment early before a set period
- Lock In : Withdrawals are not allowed for this period
Current NAV
₹14.57
Expense Ratio
0.66%
Min SIP
₹100
Fund Size
₹526Cr
Min Investment
₹100
Lock In
NA
Scheme Information Document
Exit load: Nil
Fund Performance
- Alpha: Excess returns relative to market benchmark,
- Beta : Volatility of the scheme relative to its market benchmark
- Sharpe Ratio : Risk-adjusted returns
- Risk : Volatility of the fund
Alpha
-0.08%
Beta
0.99
Sharpe Ratio
0.125718
Risk
NA
Above numbers are based upon past 3 years
Returns Calculator
Would have become
₹1,49,748.59
(1.45)%
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| Name | Sector(%) |
| Name | Assets(%) |
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- Groww Nifty Non-Cyclical Consumer Index Fund
- Tata Nifty Financial Services Index Fund
- SBI Nifty50 Equal Weight Index Fund
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- Motilal Oswal Nifty India Defence Index Fund
- Tata BSE Multicap Consumption 50:30:20 Index Fund
- Nippon India Nifty 500 Momentum 50 Index Fund
- SBI BSE PSU Bank Index Fund
- SBI Nifty Smallcap 250 Index Fund
- Kotak Nifty Alpha 50 Index Fund
- ICICI Prudential Nifty50 Equal Weight Index Fund
- UTI Nifty 500 Value 50 Index Fund
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Satish Dondapati
Kotak Mahindra Mutual FundTotal assets under management
₹492.72L Crores
Date of incorporation
5 Aug 1994
Kotak Nifty 200 Momentum 30 Index Fund
Ans.
- Open the Rupeezy app.
- If you're on the Stocks or F&O screen, switch to the Mutual Funds section.
- Tap on Explore to browse available mutual fund schemes.
- Select the Kotak Nifty 200 Momentum 30 Index Fund (or any fund you want to invest in).
- Choose your investment mode: Lumpsum or SIP.
- Enter the investment amount.
- Complete the payment using UPI, Net Banking, or other available options.
Ans. The Kotak Nifty 200 Momentum 30 Index Fund has an AUM of ₹526.43 Cr as on 5/26/2026. The scheme has delivered CAGR returns for the past 3 years against a category average of 17.40%. The risk is Very High against the category average of 61.8.
Ans. Mutual fund taxation depends on the scheme type and investment holding period.
Taxation on equity funds: For equity funds (funds that invest at least 65% of the corpus in Indian stocks), if the holding period is more than 12 months, LTCG (Long Term Capital Gains) tax is applicable. For units sold within 12 months of purchase, STCG (Short Term Capital Gains) Tax is applicable.
LTCG tax on equity-oriented schemes is 12.5% on capital gains over ₹1.25 lakh (as per the latest update in Budget 2024).
STCG tax applicable on the sale of units of equity-oriented mutual fund schemes is 20%.
Ans. There is no lock-in period applicable on Kotak Nifty 200 Momentum 30 Index Fund.
Ans. The expense ratio of Kotak Nifty 200 Momentum 30 Index Fund is 0.66%.