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- Index Funds
NAV: ₹ ↑ 0.46%
NAV chart
SMA (Simple Moving Average)
- 50 SMA
- 100 SMA
- 200 SMA
- 400 SMA
Returns
CAGR returns till date
CAGR returns of Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option and its peers as on 4 August, 2026| Name | YTD | 1D | 1W | 1M | 3M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|---|
| Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option | -0.93% | 0.46% | 3.27% | 1.64% | 2.08% | 2.47% | 12.7% | - | - | - |
| SBI NIFTY INDEX FUND - DIRECT PLAN - GROWTH | -5.17% | -0.64% | 2.72% | 1.63% | 2.75% | 0.49% | 9.07% | 9.67% | 13.09% | 12.07% |
| SBI Nifty Next 50 Index Fund - Direct Plan - Growth | 7.04% | -0.52% | 3.05% | 2.9% | 5.87% | 11.58% | 18.9% | 13.86% | - | - |
| SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund - Direct Plan - Growth | 3.52% | 0.01% | 0.12% | 0.49% | 1.51% | 5.91% | 7.22% | - | - | - |
| SBI CRISIL IBX Gilt Index - April 2029 Fund - Direct Plan - Growth | 2.91% | 0.06% | 0.1% | 0.41% | 2.11% | 5.17% | 7.78% | - | - | - |
| SBI |CRISIL IBX Gilt Index - June 2036 Fund - Direct Plan - Growth | 3.3% | 0.21% | -0.24% | -0.04% | 3.28% | 4.32% | 7.95% | - | - | - |
Discrete returns (yearly)
| Year | 2016 | 2017 | 2018 | 2019 | 2020 | 2021 | 2022 | 2023 | 2024 | 2025 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | - | - | - | - | - | - | - | - | 21% | -4.48% |
Discrete returns (monthly)
| Month | Oct 2025 | Nov 2025 | Dec 2025 | Jan 2026 | Feb 2026 | Mar 2026 | Apr 2026 | May 2026 | Jun 2026 | Jul 2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Returns | 4.32% | 2.15% | -3.2% | -5.05% | 1.79% | -13.7% | 8.62% | -0.45% | 2.95% | -0.81% |
Portfolio
Asset allocation
| Equity | Debt | Realestate | Commodities | Cash & Equivalents |
|---|---|---|---|---|
| 100.06% | 0.00% (Arbitrage: 0.00%) | 0.00% | 0.00% | -0.06% |
Equity
| Name | Symbol / ISIN | Sector | Weight % |
|---|---|---|---|
| STATE BANK OF INDIA. | SBIN (INE062A01020) | Banks | 5.76% |
| Hindalco Industries Ltd. | HINDALCO (INE038A01020) | Non - Ferrous Metals | 5.76% |
| SHRIRAM FINANCE LIMITED | SHRIRAMFIN (INE721A01047) | Finance | 5.16% |
| Eicher Motors Ltd. | EICHERMOT (INE066A01021) | Automobiles | 5.11% |
| BHARTI AIRTEL LTD. | BHARTIARTL (INE397D01024) | Telecom - Services | 4.81% |
| TVS Motor Company Ltd. | TVSMOTOR (INE494B01023) | Automobiles | 4.61% |
| BAJAJ FINANCE LTD. | BAJFINANCE (INE296A01032) | Finance | 4.56% |
| Asian Paints(India) Ltd. | ASIANPAINT (INE021A01026) | Consumer Durables | 4.48% |
| BSE LTD | BSE (INE118H01025) | Capital Markets | 4.37% |
| Hero MotoCorp Ltd. | HEROMOTOCO (INE158A01026) | Automobiles | 4.25% |
| Maruti Suzuki India Limited | MARUTI (INE585B01010) | Automobiles | 4.21% |
| SBI Life Insurance Company Ltd | SBILIFE (INE123W01016) | Insurance | 3.82% |
| Inter Globe Aviation Ltd | INDIGO (INE646L01027) | Transport Services | 3.66% |
| MUTHOOT FINANCE LTD. | MUTHOOTFIN (INE414G01012) | Finance | 3.33% |
| Cummins India Ltd. | CUMMINSIND (INE298A01020) | Industrial Products | 3.31% |
| FEDERAL BANK LTD. | FEDERALBNK (INE171A01029) | Banks | 3.28% |
| AU SMALL FINANCE BANK LTD. | AUBANK (INE949L01017) | Banks | 3.16% |
| CANARA BANK | CANBK (INE476A01022) | Banks | 2.47% |
| Ashok Leyland Ltd. | ASHOKLEY (INE208A01029) | Agricultural, Commercial and Constr | 2.35% |
| L&T FINANCE HOLDINGS LTD | LTF (INE498L01015) | Finance | 2.34% |
| One 97 Communications Ltd | PAYTM (INE982J01020) | Financial Technology (Fintech) | 2.15% |
| Max Financial Services Ltd | MFSL (INE180A01020) | Insurance | 2.14% |
| Fortis Healthcare India Ltd | FORTIS (INE061F01013) | Healthcare Services | 2.11% |
| CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD. | CHOLAFIN (INE121A01024) | Finance | 2.09% |
| FSN E-Commerce Ventures Ltd. | NYKAA (INE388Y01029) | Retailing | 2.03% |
| INDIAN BANK | INDIANB (INE562A01011) | Banks | 2.02% |
| ADITYA BIRLA CAPITAL LTD | ABCAPITAL (INE674K01013) | Finance | 1.97% |
| GMR AIRPORTS LIMITED | GMRAIRPORT (INE776C01039) | Transport Infrastructure | 1.61% |
| UPL Ltd | UPL (INE628A01036) | Fertilizers and Agrochemicals | 1.59% |
| Glenmark Pharmaceuticals Ltd | GLENMARK (INE935A01035) | Pharmaceuticals and Biotechnology | 1.55% |
Portfolio data is as on date 31 March, 2026
NAV history
Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option - 30 days NAV (Net asset value) history
| Date | NAV | % change |
|---|---|---|
| 4 August, 2026 | 14.79 | 0.46% |
| 3 August, 2026 | 14.722 | 0.76% |
| 31 July, 2026 | 14.611 | 1.61% |
| 30 July, 2026 | 14.379 | -0.28% |
| 29 July, 2026 | 14.42 | 0.69% |
| 28 July, 2026 | 14.321 | -1.25% |
| 27 July, 2026 | 14.503 | 1.05% |
| 24 July, 2026 | 14.352 | -0.57% |
| 23 July, 2026 | 14.434 | -1.1% |
| 22 July, 2026 | 14.594 | -0.49% |
| 21 July, 2026 | 14.666 | 0.62% |
| 20 July, 2026 | 14.575 | 1.07% |
| 17 July, 2026 | 14.421 | -1.13% |
| 16 July, 2026 | 14.586 | -0.3% |
| 15 July, 2026 | 14.63 | -0.07% |
| 14 July, 2026 | 14.64 | 0.36% |
| 13 July, 2026 | 14.588 | -0.12% |
| 10 July, 2026 | 14.606 | 1.09% |
| 9 July, 2026 | 14.449 | 0.63% |
| 8 July, 2026 | 14.359 | -0.62% |
| 7 July, 2026 | 14.448 | -1.42% |
| 6 July, 2026 | 14.656 | 0.71% |
| 3 July, 2026 | 14.552 | -1.07% |
| 2 July, 2026 | 14.709 | -0.14% |
| 1 July, 2026 | 14.73 | -0.06% |
| 30 June, 2026 | 14.739 | -0.08% |
| 29 June, 2026 | 14.751 | -0.94% |
| 25 June, 2026 | 14.891 | 0.05% |
| 24 June, 2026 | 14.884 | 0.55% |
| 23 June, 2026 | 14.803 |
FAQ (Frequently asked questions)
What is latest/current NAV/price of Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option?
The latest NAV of Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option is 14.79 as on 4 August, 2026.What are YTD (year to date) returns of Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option?
The YTD (year to date) returns of Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option are -0.93% as on 4 August, 2026.What are 1 year returns of Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option?
The 1 year returns of Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option are 2.47% as on 4 August, 2026.What are 3 year CAGR returns of Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option?
The 3 year annualized returns (CAGR) of Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option are 12.7% as on 4 August, 2026.