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InvestVerdict

Kotak Nifty500 Momentum 50 Index Fund

Direct Plan · Growth · Index Funds · Scheme code 154032

NAV₹10.5690as on 27 Aug 2026
Fund houseKotak Mahindra Mutual Fund
CategoryIndex Funds
Plan & optionDirect · Growth
History0.7 years

Returns (%)

 1M3M6M1Y3Y5Y7Y10YLaunch
This scheme 6.425.827.21 ——— ———
Nifty 100
benchmark		 0.253.49-1.52 1.8410.529.38 ——12.79
Index Funds
category median		 ——— 5.838.039.81 —11.77—

Over a year annualised (CAGR), under a year absolute. Computed from AMFI's published NAV history for this scheme.

Risk

 VolatilitySharpeSortinoBetaAlphaMax fallR²
This scheme 20.2% — — — — -14.4% —
Nifty 100
benchmark		 17.1%0.23 0.32—— -37.0%—

Risk-free rate 6.5%. Beta, alpha and R² are regressed on the — months this scheme and its benchmark share.

Growth of ₹100 since launch

86931011082026InvestVerdict

Drawdown from peak (%)

0%-5%-11%-16%2026
InvestVerdict

Kotak Nifty500 Momentum 50 Index Fund

Direct Plan · Growth

Allocation

By asset

Equity99.87%
Cash & Equivalents0.13%

By market cap

Large Cap46.60%
Mid Cap34.88%
Small Cap18.89%

Concentration

Number of stocks50
Top 5 stocks25.45%
Top 10 stocks46.40%
Top 20 stocks72.45%
Largest holding5.61%
Largest sectorElectrical Equipment 18.02%
Effective stocks31.2
Cash0.13%
InvestVerdict

Kotak Nifty500 Momentum 50 Index Fund

Direct Plan · Growth · holdings

Top 18 holdings

#CompanySector% of fund
1— Pharmaceuticals and Biotechnology5.61%
2— Finance5.14%
3— Non - Ferrous Metals4.99%
4— Industrial Products4.97%
5— Capital Markets4.74%
6— Capital Markets4.69%
7— Power4.60%
8— Electrical Equipment4.28%
9— Banks3.97%
10— Auto Components3.41%
11— Electrical Equipment3.33%
12— Power3.26%
13— Electrical Equipment2.87%
14— Pharmaceuticals and Biotechnology2.84%
15— Electrical Equipment2.84%
16— Industrial Products2.63%
17— Non - Ferrous Metals2.54%
18— Telecom - Services1.98%

Sector split

Electrical Equipment — 18.0%Pharmaceuticals and Biotechnology — 12.9%Industrial Products — 12.6%Capital Markets — 11.0%Non - Ferrous Metals — 8.5%Power — 8.4%Banks — 6.6%Finance — 6.5%Auto Components — 4.6%Other — 11.0%Electrical Equipment18.0%Pharmaceuticals and Biote…12.9%Industrial Products12.6%Capital Markets11.0%Non - Ferrous Metals8.5%Power8.4%Banks6.6%Finance6.5%Auto Components4.6%Other11.0%
Electrical Equipment18.02%
Pharmaceuticals and Biotechnology12.94%
Industrial Products12.58%
Capital Markets10.95%
Non - Ferrous Metals8.49%
Power8.41%
Banks6.58%
Finance6.48%
Auto Components4.58%
Telecom - Services3.88%

Not investment advice. InvestVerdict is not a SEBI-registered Investment Adviser or Research Analyst. Every figure is computed from AMFI's published NAV history and the portfolio the AMC filed with AMFI; none of it is a recommendation to buy, hold or sell. Past returns do not predict future ones. Generated 29 Aug 2026.