Fundalysisby DARKHORSESTOCKS

Scheme

Kotak Nifty500 Momentum 50 Index Fund

Holds 50 companies worth ₹26.5 Cr in Sept 2026.

  • Fund house

    KotakThe fund house that runs this scheme.

  • AUM

    ₹26.2 CrKotak Nifty500 Momentum 50 Index Fund's AUM at the end of 31 Aug 2026, as AMFI reports it. Up 8.1% on Jul 2026, ₹24.3 Cr.

  • Largest holding

    Laurus Labs LimitedLaurus Labs Limited is 6.2% of this scheme's NAV.

  • Fund manager

    Abhishek BisenRuns it since 11 Dec 2025, as the fund house dates it. With Satish Dondapati (fund manager), Jeetu Valechha Sonar (fund manager).

AUM(Dec 2025 – Aug 2026)

AUM at month end each month, and its change on the month before
9 months₹ CrChange
Aug 202626.2+8.1%
Jul 202624.3−0.2%
Jun 202624.3+4.8%
May 202623.2+6.7%
Apr 202621.7+30.3%
Mar 202616.7−1.5%
Feb 202616.9+11.6%
Jan 202615.2+4.1%
Dec 202514.6–
AUM at month end, Aug 2026
₹26 Cr
+79.9% since Dec 2025
Fig. 1.AUM at each month's end, ₹ crore; under All, the quarterly average since 2010. Source: AMFI.

Direct plans(Dec 2025 – Sept 2026)

Direct plans' share of AUM each quarter, and its change on the quarter before
4 quartersShareChange
Sept 202650.87%+1.89 pt
Jun 202648.98%+3.01 pt
Mar 202645.97%+0.68 pt
Dec 202545.29%–
Direct plans' share of AUM, Sept 2026
50.87%
+5.58 pt since Dec 2025
Fig. 2.Kotak Nifty500 Momentum 50 Index Fund's quarterly average AUM in direct plans, which pay no distributor; changes in points. Source: AMFI.