Kotak Nifty500 Momentum 50 Index Fund - Regular Plan - IDCW - Payout & Reinvestment
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.-1.42%
2Y
FundN/A
Cat. Avg.-0.02%
3Y
FundN/A
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund-0.89%
Cat. Avg.5.09%
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 | SHRIRAM FINANCE LIMITED | 1.24 | 5.08% |
| 2 | Cummins India Ltd. | 1.23 | 5.06% |
| 3 | MULTI COMMODITY EXCHANGE OF INDIA LIMITED | 1.21 | 4.97% |
| 4 | BSE LTD | 1.20 | 4.94% |
| 5 | Hindalco Industries Ltd. | 1.18 | 4.87% |
| 6 | GE VERNOVA T&D INDIA LIMITED | 1.18 | 4.86% |
| 7 | ADANI POWER LTD | 1.18 | 4.84% |
| 8 | Laurus Labs Ltd | 1.13 | 4.66% |
| 9 | Triparty Repo | 0.90 | 3.70% |
| 10 | FEDERAL BANK LTD. | 0.88 | 3.63% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 07 Jan, 26 | 50000 | 49889 | -0.2% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 18 Dec, 25 | 1 L. | 99114 | -0.9% | N/A |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.