Kotak Nifty 200 Momentum 30 Index Fund
Open in live screener →Key metrics
Further reading: Median maximum drawdown by fund category, measured across 1,767 funds
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -3.70% | -7.50% | -8.24% | -9.21% | -12.09% | 7.48% | – | – | – |
NAV history
About this fund
Kotak Nifty 200 Momentum 30 Index Fund is a passive index fund/ETF offered by Kotak Mahindra Mutual Fund, classified under Index/ETF as Other Scheme - Index Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹13.39, with assets under management of about ₹536 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Over the trailing one year, Kotak Nifty 200 Momentum 30 Index Fund has recorded a return of about -12.1%, with a three-year return of 7.5%. Its annualised volatility is 19.2% — relatively large fluctuations — and its Sharpe ratio is -0.97, a measure of return per unit of risk taken.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 9.51 | -0.72 | -21.29 | 71.67 | 47% | 27% |
| 3Y | 11.39 | 11.96 | 7.48 | 14.54 | 100% | 50% |
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Nifty Microcap 250 Index Fund Other Scheme - Index Funds | -8.34 | -2.87 | 5.91 | 2.49 | 12.54 | – | – | 0.44 |
| Kotak Nifty Financial Services Ex-Bank Index Fund Other Scheme - Index Funds | -7.94 | -9.00 | -8.06 | -7.65 | 11.60 | – | – | – |
| LIC MF Nifty Next 50 Index Fund Other Scheme - Index Funds | -6.20 | -6.60 | -4.95 | -2.11 | 15.39 | – | – | 0.23 |
| Kotak BSE Housing Index Fund Other Scheme - Index Funds | -5.36 | -11.52 | -8.12 | -15.37 | 4.67 | – | – | – |
| Bandhan Nifty IT Index Fund Other Scheme - Index Funds | 12.41 | 12.53 | 5.95 | -7.76 | 2.71 | – | – | 0.31 |
| NAVI BSE SENSEX INDEX FUND Other Scheme - Index Funds | -1.72 | -4.43 | -6.15 | -12.44 | 4.74 | – | – | 0.38 |
| Kotak Nifty G-Sec July 2033 Index Fund Other Scheme - Index Funds | -1.72 | -2.02 | 0.48 | 1.85 | 7.01 | – | – | – |
| Bandhan Nifty Alpha 50 Index Fund Other Scheme - Index Funds | -8.30 | -5.75 | -0.96 | -1.58 | – | – | – | 0.30 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Kotak Diversified Equity All Cap Omni FOF Other Scheme - FoF Domestic | -5.33 | – | – | – | – | – | – | – |
| Kotak Multi Sector Omni FOF Other Scheme - FoF Domestic | – | – | – | – | – | – | – | – |
| Kotak Nifty Capital Markets Index Fund Index Funds - Equity Funds | – | – | – | – | – | – | – | – |
| Kotak Medium to Long Term Fund Debt Scheme - Medium to Long Duration Fund | -1.42 | -1.10 | 1.48 | 2.41 | 6.82 | 5.83 | 6.59 | – |
| Kotak Short Term Fund Debt Scheme - Short Duration Fund | -0.36 | 0.34 | 2.06 | 4.32 | 7.27 | 6.33 | 7.15 | – |
| Kotak Credit Risk Fund Debt Scheme - Credit Risk Fund | -0.53 | 0.67 | 2.90 | 5.74 | 8.30 | 6.59 | 7.22 | – |
| Kotak Money Market Fund Debt Scheme - Money Market Fund | 0.27 | 1.50 | 3.10 | 6.38 | 7.31 | 6.72 | 6.63 | – |
| Kotak Ultra Short Term Fund Debt Scheme - Ultra Short Duration Fund | 0.25 | 1.36 | 3.01 | 6.28 | 7.14 | 6.58 | 6.67 | – |