Kotak Nifty 200 Momentum 30 Index Fund Regular-Growth
The fund is rated 3 stars. Considered together, the fund's movement relative to its index and annual fee of 1.25% place it around the middle of similar funds.
This index fund/ETF has a beta of 1.199%, and an expense ratio of 1.25%, giving it a 3.0 star rating, based on the principle that lower values of |1-beta| and expense ratio result in higher ratings.
Our score weighs long-term performance, risk and consistency — not just past returns.
Returns
As of 7 Oct 2026
Risk ratios
As of 30 Sep 2026
Portfolio
As of 31 Aug 2026
Market-cap split
Sector allocation
Holdings (31)
| Holding | % of fund | Value | Shares |
|---|---|---|---|
| Laurus Labs Ltd. | 5.95% | ₹35.81 Cr | 1,87,020 |
| Multi Commodity Exchange Of India Ltd. | 5.86% | ₹35.25 Cr | 1,03,664 |
| Shriram Finance Ltd | 5.33% | ₹32.07 Cr | 2,88,977 |
| Hindalco Industries Ltd. | 5.09% | ₹30.62 Cr | 3,01,524 |
| Tata Steel Ltd. | 4.75% | ₹28.55 Cr | 15,48,527 |
| Cummins India Ltd. | 4.50% | ₹27.06 Cr | 53,005 |
| NTPC Ltd. | 4.49% | ₹27 Cr | 8,24,725 |
| GE Vernova T&D India Ltd | 4.31% | ₹25.91 Cr | 58,281 |
| Vedanta Ltd. | 4.30% | ₹25.88 Cr | 9,30,237 |
| Adani Power Ltd. | 4.22% | ₹25.38 Cr | 12,81,634 |
Fund details
Long term capital growth. Return that corresponds to the performance of Nifty 200 Momentum 30 Index, subject to tracking errors.
The scheme seeks to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking error.