Kotak Nifty 200 Momentum 30 Index Fund -Regular Plan-Growth

Kotak Nifty 200 Momentum 30 Index Fund -Regular Plan-Growth

Equity | Index

(NAV as of 25/08/2023)

10.44 (-0.29%)

3Y Returns

Min SIP

₹100

Min Lumpsum

₹100

Expense Ratio

0.89%

Fund Size

₹22 Cr

Inception Date

08-Jun-23

Fund Manager

Devender Singhal

Exit Load

Nil.

Wealthzi View

Fund Traits

Zi Tags

Description

Overall Fund Zi Tag

Asset Allocation

Market Cap Allocation

Sector Allocation

Finance

16.32%

Banks

14.22%

Automobiles

11.98%

Industrial Products

9.67%

Electric Equipment

8.61%

Top Ten Holdings

Bajaj Auto Ltd

5.12%

TVS Motor Company Ltd

4.90%

Cholamandalam Investment And Finance Company Ltd

4.87%

ITC Ltd

4.84%

Siemens Ltd

4.76%

Investment Objective

The Investment Objective Of The Scheme Is To Provide Returns That, Before Expenses, Corresponding Tothe Total Returns Of The Securities As Represented By The Underlying Index, Subject To Tracking Error.However, There Is No Assurance That The Investment Objective Of The Scheme Will Be Achieved. Thescheme Does Not Assure Or Guarantee Any Returns.

Fund House Detail

AMC Name

Kotak Mahindra Asset Management Company Limited

Scheme Document

https://www.kotakmf.com/Information/forms-and-downloads

Address

27 BKC, C-27, G Block,Bandra Kurla Complex, Bandra (E),Mumbai - 400 051

Similar Funds

Fund

Zi Tag

Dsp Nifty 50 Equal Weight Index Fund

17.26%

28.27%

14.01%

Sundaram Nifty 100 Equal Weight Fund

11.26%

23.71%

11.7%

Nippon India Index Fund - Nifty 50 Pla

14.52%

22.52%

13.5%

Bandhan Nifty 50 Index Fund

13.29%

22.11%

13.5%

Hdfc Index Fund-Nifty 50 Plan

13.24%

22.08%

13.24%

Similar Funds

Dsp Nifty 50 Equal Weight Index Fund

17.26%

28.27%

14.01%

Sundaram Nifty 100 Equal Weight Fund

11.26%

23.71%

11.7%

Nippon India Index Fund - Nifty 50 Pla

14.52%

22.52%

13.5%

Bandhan Nifty 50 Index Fund

13.29%

22.11%

13.5%

Hdfc Index Fund-Nifty 50 Plan

13.24%

22.08%

13.24%

Icici Prudential Nifty 50 Index Fund

13.22%

22.06%

13.3%

Sbi Nifty Index Fund

13.24%

22.05%

13.13%

Tata Nifty 50 Index Fund

13.22%

22%

13.28%

Aditya Birla Sun Life Nifty 50 Index Fund

13.12%

21.84%

13.03%

Nippon India Index Fund - S&P Bse Sensex Plan

13.65%

21.82%

13.69%

Hdfc Index Fund-S&P Bse Sensex Plan

13.57%

21.8%

13.62%

Lic Mf Nifty 50 Index Fund

13.11%

21.78%

13.03%

Icici Prudential S&P Bse Sensex Index Fund

13.5%

21.66%

13.66%

Lic Mf S & P Bse Sensex Index Fund

13.54%

21.54%

13.43%

Uti Nifty Next 50 Index Fund

3.85%

20.02%

10.35%

Icici Prudential Nifty Next 50 Index Fund

3.87%

19.97%

10.1%

Franklin India Index Fund- Nse Nifty 50 Index Fund

13.04%

Icici Prudential Nifty 200 Momentum 30 Index Fund

15.93%

Nippon India Nifty 50 Value 20 Index Fund

22.88%

Sbi Nifty Midcap 150 Index Fund

31.19%

Sbi Nifty Next 50 Index Fund

3.87%

Sbi Nifty Smallcap 250 Index Fund

32.91%

Sbi S&P Bse Sensex Index Fund

Uti Nifty 200 Momentum 30 Index Fund

16.78%

Uti Nifty Midcap 150 Quality 50 Index Fund

12.74%

Uti Nifty50 Equal Weight Index Fund

Uti S&P Bse Low Volatility Index Fund

20.66%

Uti S&P Bse Sensex Index Fund

13.54%

Bandhan Nifty 100 Index Fund

10.53%

Bandhan Nifty100 Low Volatility 30 Index Fund

18.86%

BUILD WEALTH WITH CONFIDENCE

Lime Internet Pvt. Ltd

Kanchenjunga Building, #603, 6th Floor, Connaught Place, 18 Barakhamba Road, New Delhi – 110001

011-42542796

[email protected]

CompanyAbout Wealthzi Blogs Contact Us Terms of Use Privacy Policy RIA Disclaimers Regulatory Disclosure

ProductsMutual Funds PMS AIF Fixed Deposits Bonds Gold NFO

CalculatorsSIP Calculator Lumpsum Calculator SIP Goal Calculator Fixed Deposit (FD) Calculator Recurring Deposit (RD) Calculator Loan EMI Calculator

SEBI RIA: INA000018133

BSE Member code: 58371

Mutual Fund investments are subject to market risks, read all scheme related documents carefully.

Wealthzi Investment Advisers (A division of Lime Internet Private Limited)

[CIN: U74999DL2017PTC310507] [PAN: AADCL2103M] [GSTIN: 07AADCL2103M1ZP]

[SEBI Registered Name: Lime Internet Private Limited] [SEBI RIA Registration No: INA000018133] [BASL Member ID: 2014] [Type of Registration: Non-Individual] [Validity of Registration: Perpetual] [Registered Address: Flat No. 603, 6th Floor, Kanchenjunga Building, 18 Barakhamba Road, New Delhi - 110001] [Principal Officer: VS Binu, Email: [email protected]] [Compliance Officer: Harshit Singh, Email: [email protected]] [Grievance Officer: Sahad PV, Email: [email protected]]

[SEBI Regional Office Address: Securities and Exchange Board of India, NBCC Complex, Office Tower-1, 8th Floor, Plate B, East Kidwai Nagar, New Delhi - 110023, Ph: 011-69012998, Email: [email protected]]

Disclaimers:

Investment in securities market are subject to market risks. Read all the related documents carefully before investing.

Registration granted by SEBI, membership of BASL and certification from National Institute of Securities Markets (NISM) in no way guarantee performance of the intermediary or provide any assurance of returns to investors.

The information is only for consumption by the client and such material should not be redistributed.