Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Fund House: Kotak Mahindra Mutual Fund
Category: Index Fund
Launch Date: 15-06-2023
Asset Class:
Benchmark: Nifty 200 Momentum 30 TRI
TER: 0.89% As on (31-10-2024)
Status: Open Ended Schemes
Minimum Investment: 100.0
Minimum Topup: 100.0
Total Assets: 367.79 Cr As on 31-10-2024(Source:AMFI)
Turn over: 72.07%

15.384

34.16%

PERFORMANCE

Returns Type:
of  
Start :  
End : 
Period:  
This Scheme
-
vs
Nifty 200 Momentum 30 TRI
-
Gold
-
PPF
-
Returns Type:
of  
  Period:  

Start :  
Period:  

RETURNS ANALYSIS

Fund Multiplier

Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)

Time Taken To Multiply
2x
4x
5x
10x
FUND
There is no value for 2x
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months

 

Investment Objective

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.

Current Asset Allocation (%)

Indicators

Standard Deviation
Sharpe Ratio
Alpha
Beta
Yield to Maturity
Average Maturity

PEER COMPARISON

Scheme Name Inception
Date
1 Year
Return(%)
2 Year
Return(%)
3 Year
Return(%)
5 Year
Return(%)
10 Year
Return(%)
Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option 15-06-2023 34.0 - - - -
ICICI Prudential Nifty Next 50 Index Fund - Growth 05-06-2010 42.75 25.4 15.24 18.67 13.69
DSP Nifty Next 50 Index Fund - Regular Plan - Growth 01-02-2019 42.55 25.5 15.43 18.82 -
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 05-06-2018 42.53 25.24 15.15 18.77 -
SBI Nifty Next 50 Index Fund - Regular Plan - Growth 05-05-2021 42.48 25.22 15.12 - -
HDFC NIFTY Next 50 Index Fund - Growth Option 05-11-2021 42.43 25.11 14.92 - -
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option 03-03-2021 42.39 25.12 15.31 - -
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth 16-04-2020 42.27 25.06 14.91 - -
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth 05-12-2019 42.1 25.0 14.92 - -
Axis Nifty Next 50 Index Fund - Regular Plan - Growth 28-01-2022 42.09 24.94 - - -

Scheme Characteristics

Riskometer

riskometer

PORTFOLIO

Market Cap Distribution

Others

0.44%

Large Cap

85.47%

Mid Cap

14.72%

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