Kotak Nifty 200 Momentum 30 Index Fund
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1–7 yearsInvestment Horizon
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What This Strategy Does
Energy sector positioned to benefit from India's rising power demand, GDP growth, and capex in renewables and grid infrastructure. India faces a power supply deficit despite increasing capacity.
Role in a Diversified Portfolio
Satellite — thematic tactical allocation, not a core holding
CW Expert Research Notes
Fund Overview
NFO launched Apr 2025. Thematic energy bet. Limited track record — monitor closely for first 12 months
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.
Core Investment Theme
This is test Theme
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
INF174KA1OA3
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)