Fundalysisby DARKHORSESTOCKS

Scheme

Kotak Nifty 200 Momentum 30 Index Fund

Holds 30 companies worth ₹562 Cr in Sept 2026.

  • Fund house

    KotakThe fund house that runs this scheme.

  • AUM

    ₹587 CrKotak Nifty 200 Momentum 30 Index Fund's AUM at the end of 30 Sept 2026, as AMFI reports it. Down 2.4% on Aug 2026, ₹601 Cr.

  • Largest holding

    Laurus Labs LimitedLaurus Labs Limited is 6.5% of this scheme's NAV.

  • Fund manager

    Abhishek BisenRuns it since 15 Jun 2023, as the fund house dates it. With Satish Dondapati (fund manager), Jeetu Valechha Sonar (fund manager).

AUM(Jun 2023 – Sept 2026)

AUM at month end each month, and its change on the month before
12 months₹ CrChange
Sept 2026587−2.4%
Aug 2026601+2.7%
Jul 2026585+1.8%
Jun 2026575+5.8%
May 2026544+3.3%
Apr 2026526+18.5%
Mar 2026444−11.6%
Feb 2026503+3.2%
Jan 2026487−6.2%
Dec 2025519−0.2%
Nov 2025520+2.3%
Oct 2025508+3.0%
AUM at month end, Sept 2026
₹587 Cr
+15.4% since Oct 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Jun 2023 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202674.79%+4.97 pt
Jun 202669.82%+2.99 pt
Mar 202666.83%+1.55 pt
Dec 202565.28%+1.44 pt
Direct plans' share of AUM, Sept 2026
74.79%
+9.51 pt since Dec 2025
Fig. 2.Kotak Nifty 200 Momentum 30 Index Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.

Returns(9 Oct 2026)

Growth · Direct and Regular plans

To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty200 Momentum 30 TRI. * From NAVs. Source: AMFI. Click a column's header to sort by it.
1 month *
−6.23%−6.27%––−4.10%
3 months *
−3.41%−3.53%––−3.57%
6 months *
−1.93%−2.17%––+2.05%
1 year
−5.78%−6.22%−5.25%−0.53 pt−0.35%
3 years
+8.88%+8.35%+9.44%−0.56 pt+7.62%
Since launch
+10.56%+10.02%+11.31%−0.75 pt+7.28%
Fig. 3.To 9 Oct 2026; past a year, a yearly rate. Benchmark: Nifty200 Momentum 30 TRI. * From NAVs. Source: AMFI.