Kotak Nifty500 Momentum 50 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 | -3.47% | -7.17% | -5.82% | -3.79% | – | – | – | – | – |
NAV history
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 ₹9.51, with assets under management of about ₹22 Cr (April - June 2026).
Further reading: What a category rank actually tells you
Performance analysis
Kotak Nifty500 Momentum 50 Index Fund does not yet have a full one-year track record, so trailing returns are limited.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
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 % |
|---|---|---|---|---|---|---|---|---|
| Tata BSE Multicap Consumption 50:30:20 Index Fund Other Scheme - Index Funds | -7.62 | -8.80 | -7.13 | – | – | – | – | 0.24 |
| DSP Nifty 500 Index Fund Other Scheme - Index Funds | -4.82 | -6.09 | -5.13 | – | – | – | – | 0.17 |
| HDFC Nifty India Consumption Index Fund Other Scheme - Index Funds | -6.31 | -8.56 | -6.49 | – | – | – | – | – |
| Nippon India CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Other Scheme - Index Funds | 0.09 | 1.31 | 2.88 | – | – | – | – | 0.09 |
| Nippon India CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Other Scheme - Index Funds | 0.25 | 1.47 | 3.21 | – | – | – | – | 0.08 |
| HDFC CRISIL-IBX Financial Services 9-12 Months Debt Index Fund Other Scheme - Index Funds | 0.13 | 1.37 | 2.98 | – | – | – | – | – |
| Edelweiss Nifty LargeMidcap250 Plus 8-13yr G-Sec 70:30 Index Fund Other Scheme - Index Funds | -4.61 | -5.57 | -3.99 | – | – | – | – | 0.28 |
| SBI CRISIL-IBX Financial Services 3-6 Months Debt Index Fund Other Scheme - Index Funds | 0.25 | 1.46 | – | – | – | – | – | 0.10 |
| 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 | – |