Kotak Nifty 200 Momentum 30 Index Fund
Empty
1–7 yearsInvestment Horizon
Empty
Empty
Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation20.5%
Sharpe Ratio-0.70
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
Bharti Airtel LtdServices6.19%
Mahindra & Mahindra LtdConsumers5.33%
Divi's Laboratories LtdServices5.31%
Bharat Electronics LtdCapital Goods5.30%
BSE LtdFinancial Services5.06%
Tech Mahindra LtdTechnology4.88%
Sun Pharmaceuticals Industries LtdServices4.86%
Eternal LtdConsumers4.65%
HCL Technologies LtdTechnology4.59%
Infosys LtdTechnology4.37%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.79%
Regulatory & Tax Information
INF174KA1NZ2
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)