Kotak NIFTY 200 Momentum 30 ETF
Expense Ratio: 0.24
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty200 Momentum 30 TRI
Inception: 22-09-2025
Exit Load: Nil
Fund Size:₹5.24 Cr
Performance
1Y
FundN/A
Cat. Avg.3.77%
2Y
FundN/A
Cat. Avg.2.69%
3Y
FundN/A
Cat. Avg.-21.10%
5Y
FundN/A
Cat. Avg.-17.16%
10Y
FundN/A
Cat. Avg.-20.16%
SI
Fund-3.40%
Cat. Avg.-5.90%
Fund Facts
Manager(s)
Mr. Abhishek Bisen
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | STATE BANK OF INDIA. | 2.07 | 5.75% |
| 2 | Hindalco Industries Ltd. | 2.07 | 5.75% |
| 3 | Eicher Motors Ltd. | 1.90 | 5.27% |
| 4 | SHRIRAM FINANCE LIMITED | 1.85 | 5.14% |
| 5 | BHARTI AIRTEL LTD. | 1.73 | 4.80% |
| 6 | TVS Motor Company Ltd. | 1.66 | 4.60% |
| 7 | BAJAJ FINANCE LTD. | 1.64 | 4.56% |
| 8 | Asian Paints(India) Ltd. | 1.63 | 4.53% |
| 9 | Hero MotoCorp Ltd. | 1.58 | 4.38% |
| 10 | BSE LTD | 1.57 | 4.36% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 07 Nov, 25 | 45000 | 45262 | +0.6% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 16 Oct, 25 | 1 L. | 96595 | -3.4% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.