Kotak Nifty 500 Momentum 50 Index Fund
🎯Investment Objective
“An open-ended scheme replicating/tracking the Nifty500 Momentum 50 Index.”
Source: Kotak Nifty 500 Momentum 50 Index Fund scheme information document
Asset Allocation
Quarterly comparison data not available.
This fund has over 80% in equity — it's an aggressive allocation. Expect significant volatility but potentially higher long-term returns.
Asset Allocation — The Single Most Important Investment Decision →
Sector Allocation
Moderately concentrated — the top 3 sectors hold 54.6% of the portfolio. This is typical for a well-managed diversified fund.
Holdings-Based Style Box
This fund sits in the Mid-Blend quadrant based on its holdings characteristics.
The fund primarily holds mid-cap stocks (ranked 101–250 by market cap) — offering a balance of growth potential and relative stability. The ‘Blend’ position means the portfolio mixes both value and growth stocks — a balanced approach.
📖 What do Large/Mid/Small Cap mean? →Key Metrics
Fund DNA
Portfolio Holdings50 positions
The Weight column shows how much of the fund's money is in each stock. The 3M Change reveals the fund manager's recent moves — increasing weight (↑ green) means they're buying more, decreasing (↓ red) means they're trimming. Click any stock name to see its detailed financials on Equiscale.
📖 Learn: Diversification & Asset Allocation →| # | Company | Sector | Allocation | Weight (%) | 3M Change | View |
|---|---|---|---|---|---|---|
| 1 | SHRIRAM FINANCE LIMITED | Finance | 5.4% | — | ||
| 2 | Eicher Motors Ltd. | Automobiles | 5.3% | — | ||
| 3 | BAJAJ FINANCE LTD. | Finance | 4.9% | — | ||
| 4 | Mahindra & Mahindra Ltd. | Automobiles | 4.6% | — | ||
| 5 | Hindalco Industries Ltd. | Non - Ferrous Metals | 4.6% | — | ||
| 6 | Maruti Suzuki India Limited | Automobiles | 4.4% | — | ||
| 7 | BHARTI AIRTEL LTD. | Telecom - Services | 4.4% | — | ||
| 8 | Asian Paints(India) Ltd. | Consumer Durables | 4.0% | — | ||
| 9 | TVS Motor Company Ltd. | Automobiles | 3.7% | — | ||
| 10 | Hero MotoCorp Ltd. | Automobiles | 3.4% | — |
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Returns data is not yet available for this fund. Check back soon.
Performance
This chart shows the fund's NAV growth over time.
Investment Calculator
Estimate future value based on Kotak Nifty 500 Momentum 50 Index Fund's historical returns
⚠️ Important Disclaimer
This projection uses past returns (12% CAGR) which do NOT guarantee future performance. Actual returns may vary significantly.
💡 Why SIP works: Investing ₹10,000/month uses rupee cost averaging — buying more units when markets dip. Over 5 years, this smooths out volatility.
👤Fund Manager
Fund manager information is not available for this fund.
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All mutual fund data is for educational purposes only. Past performance does not guarantee future returns. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. Equiscale does not provide investment advice.