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Home Mf Research Kotak Nifty 200 Momentum 30 Etf Regular Plan
Kotak Mutual Fund

Mutual Fund Research

Kotak Nifty 200 Momentum 30 ETF - Regular Plan

Kotak Mutual Fund Others Others Etf

Fund Performance

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Historical NAV
  • 1W
  • 2W
  • 1M
  • 3M
  • 6M
  • 1Y
  • SI

SIP Returns

Historical performance of a ₹1,000 monthly SIP

Historical data
Investment Period SIP Start Date Amount Invested Current Value Absolute Return
One Week 2026-10-27 ₹1,000.00 ₹1,035.78 +3.58%
Two Week 2026-10-19 ₹1,000.00 ₹1,014.92 +1.49%
One Month 2026-10-05 ₹1,000.00 ₹997.62 -0.24%
Three Months 2026-08-05 ₹3,000.00 ₹2,900.38 -3.32%
Six Months 2026-05-07 ₹6,000.00 ₹5,789.75 -3.50%
One Year 2025-11-03 ₹12,000.00 ₹11,627.21 -3.11%
Since Inception 2025-10-10 ₹13,000.00 ₹12,491.74 -3.91%

Past returns are historical, not guaranteed. SIP values depend on the dates and NAVs used.

Return Calculator

Explore SIP and one-time investment scenarios

₹1,000₹50,000
Investment Duration

Projection uses the selected fund return as an annualized assumption. It does not predict future performance.

Estimated Investment Summary

Investment
₹0
Maturity Value
₹0
Abs. Returns
₹0
Assumed Annual Return
0%

Illustrative values only. Market returns are not fixed or guaranteed.

Portfolio Allocation

Explore asset allocation, sector exposure and company holdings.

Equity
N/A
Debt
N/A
Others
N/A

Sector Allocation

Distribution across different sectors

Electrical Equipment 15.77%
Power 14.18%
Pharmaceuticals And Biotechnology 11.14%
Capital Markets 10.18%
Industrial Products 8.36%
Non - Ferrous Metals 7.67%
Finance 7.24%
Ferrous Metals 6.72%
Auto Components 6.54%
Diversified Metals 4.26%
Banks 3.74%
Chemicals And Petrochemicals 2.16%
Telecom - Services 2.02%
Other 0.02%

Top Holdings

Company-wise portfolio exposure

Laurus Labs Ltd 6.54%
MULTI COMMODITY EXCHANGE OF INDIA LIMITED 6.04%
Tata Steel Ltd. 5.04%
SHRIRAM FINANCE LIMITED 5.02%
Hindalco Industries Ltd. 5.02%
NTPC LTD 4.70%
ADANI POWER LTD 4.62%
Cummins India Ltd. 4.46%
GE VERNOVA T&D INDIA LIMITED 4.33%
VEDANTA LTD. 4.26%
BSE LTD 4.14%
FEDERAL BANK LTD. 3.74%
Bharat Heavy Electricals Ltd. 3.64%
SAMVARDHANA MOTHERSON INTERNATIONAL LTD 3.34%
BHARAT FORGE LTD. 3.20%
CG Power and Industrial Solutions Ltd. 3.04%
HITACHI ENERGY INDIA LTD. 2.91%
TORRENT PHARMACEUTICALS LTD. 2.85%
ADANI ENERGY SOLUTIONS LTD. 2.79%
National Aluminium Company Ltd. 2.65%
polycab India Limited 2.48%
Solar Industries India Limited 2.16%
Adani Green Energy Ltd. 2.07%
Vodafone Idea Ltd 2.02%
ABB India Ltd. 1.85%
Glenmark Pharmaceuticals Ltd 1.75%
Steel Authority of India Ltd. 1.68%
KEI Industries Ltd. 1.42%
ADITYA BIRLA CAPITAL LTD 1.34%
L&T FINANCE LTD 0.88%
Net Current Assets/(Liabilities) 0.02%

Risk Ratios & Analysis

Understand the fund’s volatility, benchmark exposure and redemption characteristics.

σ
Standard Deviation
N/A
Return volatility
β
Beta
N/A
Benchmark sensitivity
S
Sharpe Ratio
N/A
Risk-adjusted return
↗
Lock-in Period
N/A
Redemption restriction
◷
Residual Maturity
N/A
Time to maturity
Risk ratio figures are currently unavailable for this scheme. Explanations below are for reference.

Scheme Riskometer

Published risk classification for this scheme

Principal risk level

Investors understand that their principal will be at

Very High Risk

Low
Low to Moderate
Moderate
Moderately High
High
Very High

Riskometer is a scheme risk classification, not a prediction of future performance.

Peer Comparison

Compare similar mutual funds by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Motilal Oswal Nasdaq Q 50 ETF - Regular Plan - Growth 39.59% 35.16% 13.23%
Nippon India Nifty Pharma ETF - Regular Plan - Growth 21.71% 22.79% 13.26%
Tata Silver Exchange Traded Fund - Regular Plan 18.11% 0.00% 36.50%
SBI Silver ETF - Regular Plan 17.81% 0.00% 32.29%
Axis Silver ETF - Regular Plan - Growth 17.79% 33.69% 30.79%
Aditya Birla Sun Life Silver ETF - Regular Plan 17.75% 34.32% 23.89%
Mirae Asset Silver ETF - Regular Plan - Growth 17.73% 34.21% 27.87%
Edelweiss Silver ETF - Regular Plan - Growth 17.73% 0.00% 33.18%
UTI Silver Exchange Traded Fund - Regular Plan - Growth 17.69% 33.72% 25.93%
ICICI Prudential Silver ETF - Regular Plan 17.65% 34.28% 22.19%

Returns are historical and do not guarantee future performance.

View All Others Etf Funds

Fund Family

Compare schemes from Kotak Mutual Fund by performance, fundamentals and risk.

Fund Name 1Y Return 3Y Return Since Inception
Kotak Global Innovation Overseas Equity Active FOF - Regular Plan - Growth 25.45% 22.90% 8.09%
Kotak Gold Silver Passive FOF - Regular Plan - Growth 24.54% 0.00% 24.10%
Kotak Healthcare Fund - Regular Plan - Growth 21.83% 0.00% 19.25%
Kotak Global Emerging Market Overseas Equity Active FOF - Regular Plan - Growth 17.60% 21.95% 6.91%
Kotak US Specific Equity Passive FOF - Regular Plan - Growth 17.44% 28.63% 18.56%
Kotak Silver ETF Fund Of Fund - Regular Plan 16.82% 32.82% 25.62%
Kotak Gold ETF Scheme - Regular Plan 13.25% 29.80% 20.98%
Kotak Gold Fund - Regular Plan - Growth 12.46% 28.96% 11.09%
Kotak Mnc Fund - Regular Plan - Growth 9.77% 0.00% 8.16%
Kotak Manufacture In India Fund - Regular Plan - Growth 8.18% 18.16% 17.32%

Returns are historical and do not guarantee future performance.

View All Kotak Mutual Fund Funds

Scheme Objective

The investment mandate and purpose of this scheme

Passive Investment in equity and equity related securities replicating the composition of Nifty 200 Momentum 30 Index, subject to tracking error. There is no assurance that the investment objective of the scheme will be achieved.

Scheme Details

Investment requirements and key fund information

Fund Information

Min. SIP Amount
N/A
Min. Lumpsum Amount
N/A
AUM (in Cr.)
N/A
Expense Ratio (Regular)
0.78%
Expense Ratio (Direct)
N/A
Lock-in Period
N/A
Fund Age
N/A
Benchmark
Nifty200 Momentum 30 Index TRI

Exit Load

Charges that may apply when you redeem units

N/A
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