Kotak Nifty500 Momentum 50 Index Fund - Regular Plan - Growth
Expense Ratio: -
Risk: -
Other Scheme - Index Funds
Plan: Regular
Benchmark: -
Inception: 20-11-2025
Exit Load: Nil
Fund Size:₹33.83 Cr
Performance
1Y
FundN/A
Cat. Avg.2.17%
2Y
FundN/A
Cat. Avg.2.83%
3Y
FundN/A
Cat. Avg.10.63%
5Y
FundN/A
Cat. Avg.10.85%
10Y
FundN/A
Cat. Avg.11.36%
SI
Fund1.33%
Cat. Avg.6.85%
Fund Facts
No available Data
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 | Eicher Motors Ltd. | 1.70 | 5.01% |
| 2 | SHRIRAM FINANCE LIMITED | 1.69 | 5.00% |
| 3 | Hindalco Industries Ltd. | 1.67 | 4.93% |
| 4 | BHARTI AIRTEL LTD. | 1.62 | 4.79% |
| 5 | Mahindra & Mahindra Ltd. | 1.56 | 4.61% |
| 6 | BAJAJ FINANCE LTD. | 1.53 | 4.54% |
| 7 | Asian Paints(India) Ltd. | 1.42 | 4.20% |
| 8 | Maruti Suzuki India Limited | 1.42 | 4.19% |
| 9 | TVS Motor Company Ltd. | 1.25 | 3.71% |
| 10 | BSE LTD | 1.23 | 3.62% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 07 May, 26 | 15000 | 15212 | +1.4% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 20 Apr, 26 | 1 L. | 1.02 L. | +2.1% | N/A |
SIP Planner
Visualize how small monthly investments grow over time.
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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.