Index/ETF · Other Scheme - Index Funds
Kotak Nifty 200 Momentum 30 Index Fund
Open in live screener →Key metrics
Latest NAV
₹14.67
Day change
-0.07%
Volatility
19.1%
Sharpe
-0.24
Max drawdown
-31.6%
AUM
₹536 Cr
Category rank
197 / 293
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -2.04% | -1.02% | 2.38% | 1.92% | 1.85% | 10.80% | – | – | – |
Returns up to 1Y are absolute; 1Y and longer are annualised (CAGR). Source: public AMFI NAV data.
NAV history
Chart shows the fund's available daily NAV history. Daily NAV data begins around 2006, so older funds may predate this range.
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 ₹14.67, with assets under management of about ₹536 Cr (April - June 2026).
Performance analysis
Over the trailing one year, Kotak Nifty 200 Momentum 30 Index Fund has recorded a return of about 1.9%, with a three-year return of 10.8%. Its annualised volatility is 19.1% — relatively large fluctuations — and its Sharpe ratio is -0.24, a measure of return per unit of risk taken.
Rolling returns
| Window | Avg | Median | Min | Max | % Pos | % >12 |
|---|---|---|---|---|---|---|
| 1Y | 10.22 | -0.42 | -21.29 | 71.67 | 49% | 28% |
| 3Y | 12.62 | 12.69 | 10.80 | 14.54 | 100% | 78% |
Each row takes every possible start date in the fund's history and computes the annualised return (CAGR) over that window. Avg/Median = the typical outcome; Min/Max = worst and best; % Pos = how often the window ended positive; % >12 = how often it beat 12% a year. Higher consistency means timing mattered less.
Frequently asked questions
What does Kotak Nifty 200 Momentum 30 Index Fund invest in?
It invests primarily in the constituents of the index it tracks.
How is this fund classified?
It is a Other Scheme - Index Funds fund in the Index/ETF group.
How often is the NAV updated?
Mutual fund NAVs are declared by the AMC on every business day. This page sources NAV from public AMFI data and refreshes twice daily.
How is the rolling return calculated?
Rolling return averages the fund's annualised return over every possible window of a given length across its history, rather than a single start-to-end period — reducing the effect of one lucky or unlucky entry date.
Is past performance a guarantee of future returns?
No. Past performance does not indicate future results; mutual fund values fluctuate with markets. Read all scheme-related documents carefully before investing.
Compare with peers
Similar Other Scheme - Index Funds
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Motilal Oswal Nifty Microcap 250 Index Fund Other Scheme - Index Funds | 2.02 | 11.33 | 29.70 | 12.10 | 16.86 | – | – | 0.44 |
| Kotak Nifty Financial Services Ex-Bank Index Fund Other Scheme - Index Funds | -1.21 | 6.53 | 6.93 | 9.56 | 16.94 | – | – | – |
| LIC MF Nifty Next 50 Index Fund Other Scheme - Index Funds | -2.76 | 4.08 | 8.47 | 9.11 | 17.24 | – | – | 0.23 |
| Kotak BSE Housing Index Fund Other Scheme - Index Funds | -3.90 | 3.66 | 3.52 | -7.29 | 7.56 | – | – | – |
| Bandhan Nifty IT Index Fund Other Scheme - Index Funds | -4.95 | 3.50 | 0.05 | -12.06 | -0.61 | – | – | 0.31 |
| NAVI BSE SENSEX INDEX FUND Other Scheme - Index Funds | -3.02 | 2.98 | -2.99 | -4.89 | 5.63 | – | – | 0.38 |
| Kotak Nifty G-Sec July 2033 Index Fund Other Scheme - Index Funds | -0.40 | 2.60 | 2.69 | 5.44 | – | – | – | – |
| Zerodha Nifty LargeMidcap 250 Index Fund Other Scheme - Index Funds | -2.15 | 3.33 | 4.66 | 4.61 | – | – | – | 0.25 |
More funds from Kotak Mahindra
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Kotak Contra Fund Equity Scheme - Contra Fund | -2.38 | 4.14 | 2.56 | 3.77 | 15.56 | 14.69 | 16.25 | – |
| Kotak Arbitrage Fund Hybrid Scheme - Arbitrage Fund | 0.54 | 1.93 | 3.32 | 6.78 | 7.54 | 6.92 | 6.48 | – |
| Kotak ELSS Tax Saver Fund Equity Scheme - ELSS | -0.98 | 6.66 | 5.09 | 3.98 | 11.59 | 12.15 | 14.30 | – |
| Kotak Mid Cap Fund Equity Scheme - Mid Cap Fund | -0.84 | 5.31 | 10.52 | 8.87 | 17.65 | 17.08 | 18.01 | – |
| Kotak Multi Asset Omni FOF Other Scheme - FoF Domestic | -1.25 | 2.78 | 1.46 | 10.61 | 15.56 | 15.15 | 15.34 | – |
| Kotak Global Emerging Market Overseas Equity Active FOF Overseas Fund of Funds - Fund of Funds investing overseas | 3.77 | -4.87 | 20.64 | 46.57 | 25.82 | 12.11 | 11.77 | – |
| Kotak Gold Fund Other Scheme - FoF Domestic | 1.57 | -1.52 | -3.93 | 41.86 | 35.67 | 24.77 | 16.32 | – |
| Kotak Large Cap Fund Equity Scheme - Large Cap Fund | -2.65 | 3.90 | -0.12 | 0.37 | 10.70 | 9.66 | 12.69 | – |
Returns ≥ 1Y are annualised (CAGR). TER = direct-plan base expense ratio. Click a fund to open its page.