Kotak Nifty500 Momentum 50 Index Fund - Regular Plan - Growth
AUM:
₹ 14.58 Cr
Expense Ratio
0.52%
Benchmark
Nifty 500 Momentum 50 TRI
ISIN
INF174KA1YF1
Minimum Investment
100.0
Minimum Topup
100.0
Minimum SIP Amount
100
Fund Manager
FM 1 Mr. Devender Singhal FM 2 Mr. Satish Dondapati FM 3 Mr. Abhishek Bisen
| Fund Performance | 1Y (%) | 3Y (%) | 5Y (%) |
|---|---|---|---|
| Kotak Nifty500 Momentum 50 Index Fund - Regular Plan - Growth | - | - | - |
| Benchmark | - | - | - |
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
If you invested in this fund:
In the past (time duration):
Total value today:
0
Returns:
0%
Overview
NAV
9.815
Last change
0.03 (0.2547%)
Fund Size (AUM)
₹ 14.58 Cr
Performance
-1.21% (Inception)
Asset Allocation
Equity
Debt
Others
Nav Movement
Investment Objective
The investment objective of the scheme is to provide returns that, before expenses, corresponds to the total returns of the securities as represented by the underlying index, subject to tracking errors. However, there is no assurance that the objective of the scheme will be realized.
Fund Manager
FM 1 Mr. Devender Singhal FM 2 Mr. Satish Dondapati FM 3 Mr. Abhishek Bisen
Riskometer
Very High
Top 10 Holdings
| Company | Holdings (%) |
|---|---|
| MAHINDRA AND MAHINDRA LIMITED EQ NEW F.V. RS.5 | 5.08 |
| Shriram Finance Limited | 5.01 |
| MARUTI SUZUKI INDIA LIMITED EQ | 4.99 |
| BHARTI AIRTEL LIMITED EQ NEW FV RS 5/- | 4.97 |
| Bajaj Finance Limited | 4.9 |
| EICHER MOTORS LIMITED EQ NEW FV RE. 1/- | 4.89 |
| ASIAN PAINTS LIMITED EQ NEW FV Re. 1/- | 4.72 |
| HINDALCO INDUSTRIES LIMITED EQ NEW FV RE. 1/- | 4.39 |
| TVS MOTOR COMPANY LIMITED EQ FV RE.1/- | 3.6 |
| Triparty Repo | 3.43 |
Sector Allocation
| Sector | Holdings (%) |
|---|---|
| Financial Services | 42.31 |
| Automobile and Auto Components | 23.25 |
| Healthcare | 6.07 |
| Telecommunication | 4.97 |
| Capital Goods | 4.91 |
| Services | 4.81 |
| Consumer Durables | 4.72 |
| Metals & Mining | 4.57 |
| Chemicals | 2.56 |
| Consumer Services | 1.61 |