Index/ETF · Other Scheme - Index Funds
Kotak Nifty500 Momentum 50 Index Fund
Open in live screener →Key metrics
Latest NAV
₹10.36
Day change
0.16%
Max drawdown
-14.4%
AUM
₹22 Cr
Category rank
60 / 293
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | -1.99% | 0.64% | 4.72% | 8.18% | – | – | – | – | – |
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 Nifty500 Momentum 50 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 ₹10.36, with assets under management of about ₹22 Cr (April - June 2026).
Performance analysis
Kotak Nifty500 Momentum 50 Index Fund does not yet have a full one-year track record, so trailing returns are limited.
Rolling returns
Frequently asked questions
What does Kotak Nifty500 Momentum 50 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 % |
|---|---|---|---|---|---|---|---|---|
| Tata BSE Multicap Consumption 50:30:20 Index Fund Other Scheme - Index Funds | -3.97 | 5.38 | 5.78 | – | – | – | – | 0.24 |
| DSP Nifty 500 Index Fund Other Scheme - Index Funds | -2.30 | 3.48 | 3.44 | – | – | – | – | 0.17 |
| Zerodha Nifty Short Duration G-Sec Index Fund Other Scheme - Index Funds | 0.22 | 1.59 | 2.16 | – | – | – | – | 0.18 |
| Kotak Nifty200 Value 30 Index Fund Other Scheme - Index Funds | -3.91 | -3.83 | -4.49 | – | – | – | – | – |
| HDFC Nifty India Consumption Index Fund Other Scheme - Index Funds | -5.24 | 3.69 | 3.64 | – | – | – | – | – |
| Nippon India CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Other Scheme - Index Funds | 0.72 | 2.39 | 3.69 | – | – | – | – | 0.09 |
| Nippon India CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Other Scheme - Index Funds | 0.70 | 2.18 | – | – | – | – | – | 0.08 |
| Choice Nifty 50 Index Fund Other Scheme - Index Funds | -3.18 | 2.16 | – | – | – | – | – | 0.13 |
More funds from Kotak Mahindra
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Kotak Banking and PSU Debt Fund Debt Scheme - Banking and PSU Fund | 0.00 | 1.97 | 2.72 | 5.91 | 7.45 | 6.53 | 7.44 | – |
| Kotak Medium Term Fund Debt Scheme - Medium Duration Fund | 0.16 | 2.72 | 3.49 | 7.81 | 9.08 | 7.47 | 7.61 | – |
| Kotak Equity Savings Fund Hybrid Scheme - Equity Savings | -0.74 | 2.55 | 3.65 | 5.88 | 10.37 | 10.28 | 9.92 | – |
| Kotak Aggressive Hybrid Fund Hybrid Scheme - Aggressive Hybrid Fund | -1.61 | 4.44 | 5.66 | 6.11 | 13.04 | 12.56 | 13.45 | – |
| Kotak Corporate Bond Fund Income/Debt Oriented Schemes - Corporate Bond Fund | 0.09 | 2.06 | 2.71 | 5.55 | 7.48 | 6.50 | 7.33 | – |
| Kotak Infrastructure and Economic Reform Fund Sectoral/Thematic - Infrastructure | 1.14 | 6.35 | 12.17 | 11.84 | 16.80 | 19.33 | 16.60 | – |
| Kotak Ultra Short to Short Term Fund Income/Debt Oriented Schemes - Ultra Short to Short Term Fund | 0.52 | 2.18 | 3.44 | 6.65 | 7.56 | 6.75 | 7.38 | – |
| Kotak Balanced Advantage Fund Hybrid Scheme - Dynamic Asset Allocation or Balanced Advantage | -1.12 | 3.68 | 3.63 | 4.65 | 9.95 | 9.31 | – | – |
Returns ≥ 1Y are annualised (CAGR). TER = direct-plan base expense ratio. Click a fund to open its page.