Kotak Nifty 200 Momentum 30 Index Fund Regular Plan Idcw Payout

15.08
NAV (Apr 26,2024)

The Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - IDCW Payout is a popular investment option in India. With an expense ratio of 0.89, it offers a diversified portfolio of stocks from the Nifty 200 index, focusing on the top 30 momentum stocks. The fund has an established date of 2023-06-15 and a scheme AUM of ₹48.6 crore. With a minimum investment of ₹100 and no lock-in period, it provides flexibility and liquidity for investors.

Kotak Nifty 200 Momentum 30 Index Fund Regular Plan Idcw Payout Latest Trend

  • 1M
  • 2M
  • 3M

Kotak Nifty 200 Momentum 30 Index Fund Regular Plan Idcw Payout Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    39.46
  • P/B Ratio
    UM_URBAN_MONEY

    7.81
  • Alpha
    UM_URBAN_MONEY

    -0.01
  • Beta
    UM_URBAN_MONEY

    0.99
  • Sharpe
    UM_URBAN_MONEY

    0.22
  • Sortino
    UM_URBAN_MONEY

    0.36

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.89%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

48.60 Cr

Index
UM_URBAN_MONEY

Nifty200 Momentum 30 - TRI

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Apr 29, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

-- (--)-- (--)-- (--)11,369.12 (13.69%)14,516.75 (45.17%)
-- (--)-- (--)-- (--)34,107.36 (13.69%)43,550.25 (45.17%)
-- (--)-- (--)-- (--)56,845.6 (13.69%)72,583.75 (45.17%)
-- (--)-- (--)-- (--)90,952.96 (13.69%)1,16,134 (45.17%)
-- (--)-- (--)-- (--)1,13,691.2 (13.69%)1,45,167.5 (45.17%)

Calculate Your Mutual Fund Returns

  • 500
  • 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30

Total investment

+

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • TATA MOTORS LTD5.24%
  • Bajaj Auto Ltd5.08%
  • Dr Reddy s Laboratories Ltd4.97%
  • Trent Ltd4.97%
  • Coal India Limited4.96%
  • TVS Motor Company Ltd4.90%
  • Larsen and Toubro Ltd4.88%
  • National Thermal Power Corporation Ltd4.85%
  • Hindustan Aeronautics Ltd4.80%
  • Rural Electrification Corporation Ltd4.76%
  • Power Finance Corporation Ltd4.71%
  • Aurobindo Pharma Ltd4.20%
  • Hero MotoCorp Ltd4.00%
  • Bharat Electronics Ltd3.96%
  • Lupin Ltd3.68%
  • DLF Limited3.40%
  • Triparty Repo3.11%
  • Colgate Palmolive India Ltd3.05%
  • polycab India Limited3.03%
  • Bharat Heavy Electricals Ltd2.91%
  • Alkem Laboratories Ltd2.46%
  • NMDC Ltd2.39%
  • Bharat Forge Ltd2.35%
  • PUNJAB NATIONAL BANK1.93%
  • Oberoi Realty Limited1.49%
  • Zydus Lifesciences Ltd1.49%
  • IPCA Laboratories Ltd1.36%
  • L&T Finance Holdings Ltd1.09%
  • Escorts Ltd0.73%
  • The Ramco Cements Ltd0.72%
  • Sun TV Network Limited0.51%
  • Net Current Assets Liabilities-1.99%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

Groww Nifty Total Market Index Fund - Regular Plan - GrowthGroww Nifty Total Market Index Fund - Regular Plan - Growth

EQUITY

Very High

25.05%

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

24.82%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

21.98%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

18.79%

Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - GrowthEdelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth

EQUITY

Very High

17.95%

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

17.13%

Navi Nifty 50 Index Fund - Regular Plan - GrowthNavi Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

12.13%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

12.08%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

11.96%

Motilal Oswal Nifty Bank Index Fund - Regular Plan - GrowthMotilal Oswal Nifty Bank Index Fund - Regular Plan - Growth

EQUITY

Very High

1.92%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

44.50%

HSBC Nifty Next 50 Index Fund - Regular Plan - GrowthHSBC Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

43.51%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

26.76%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

24.91%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

24.72%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

24.07%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

23.74%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

23.72%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

23.52%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

18.23%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

21.91%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

19.51%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

16.46%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

16.33%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

16.28%

Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - GrowthEdelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.42%

Axis Nifty 100 Index Fund - Regular Plan - GrowthAxis Nifty 100 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.35%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

14.86%

Franklin India NSE Nifty 50 Index Fund - GrowthFranklin India NSE Nifty 50 Index Fund - Growth

EQUITY

Very High

14.67%

Motilal Oswal Nifty Bank Index Fund - Regular Plan - GrowthMotilal Oswal Nifty Bank Index Fund - Regular Plan - Growth

EQUITY

Very High

9.88%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

17.06%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

15.72%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.57%

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

15.49%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.41%

Franklin India NSE Nifty 50 Index Fund - GrowthFranklin India NSE Nifty 50 Index Fund - Growth

EQUITY

Very High

15.11%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

14.86%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

14.27%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

14.20%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

11.74%

Fund Managers

DS

Mr. Devender SinghalFund Manager

SD

Mr. Satish DondapatiFund Manager

AB

Mr. Abhishek BisenFund Manager - Debt

Mr. Abhishek Bisen has been associated with the company since October 2006 and his key responsibilities include fund management of debt schemes. Prior to joining Kotak AMC, Abhishek was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.

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