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Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option is an index scheme managed by Kotak Mahindra Mutual Fund. It has ranked in the top half of its category for 1 of the last 2 reported years. The total expense ratio is 0.36% on assets of ₹526Cr. The fund is currently managed by Mr. Satish Dondapati, appointed within the last year.
Lower is better.
This scheme classifies as Large-Value on the 3x3 equity style box, with 96% of its portfolio classified as of 2026-05-29.
| Holding | Sector |
|---|
| Window | Min | P25 | Median |
|---|
Point-in-time CAGRs cherry-pick a single start date. The chart below shows the distribution of every possible rolling start over the fund's history, so you see the range of investor outcomes — not just one date's number.
Backtested SIP outcomes across both rolling-window scenarios and named historical stress events (COVID, Election uncertainty, Russia/Ukraine, etc.), plus per-manager alpha during their tenure on this scheme.
Same fund, monthly SIPs over rolling 1/3/5-year windows.
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not indicative of future results. MintByte is an AMFI-registered Mutual Fund Distributor (ARN-314872) and APMI member (APRN-01658). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Star ratings on this page reflect a 3-year category-quartile position computed in-house and are educational only.
Mutual fund schemes are subject to market risk. Read all scheme-related documents carefully before investing. Past performance is not indicative of future results. MintByte is an AMFI-registered mutual fund distributor (ARN-314872). MintByte does not issue buy/sell recommendations on specific securities — the site is an educational data and analytics platform. Not investment advice. Methodology · How we earn.
ETF-specific data. Tracking error is the standard-deviation of (ETF return − index return) over the trailing year.
In-house derivations using 3-year daily NAV vs benchmark. See methodology.
| Weight |
|---|
| HINDALCO INDUSTRIES LIMITED | Basic Materials | 6.07% |
| STATE BANK OF INDIA | Financial Services | 5.64% |
| BSE LIMITED | Financial Services | 5.33% |
| Shriram Finance Limited | Financial Services | 4.98% |
| EICHER MOTORS LIMITED | Consumer Cyclical | 4.95% |
| BHARTI AIRTEL LIMITED | Communication Services | 4.57% |
| ASIAN PAINTS LIMITED | Basic Materials | 4.54% |
| TVS MOTOR COMPANY LIMITED | Consumer Cyclical | 4.30% |
| MARUTI SUZUKI INDIA LIMITED | Consumer Cyclical | 4.09% |
| HERO MOTOCORP LIMITED | Consumer Cyclical | 3.84% |
| INTERGLOBE AVIATION LIMITED | Industrials | 3.57% |
| SBI LIFE INSURANCE COMPANY LIMITED | Financial Services | 3.51% |
| CUMMINS INDIA LIMITED | Industrials | 3.48% |
| AU SMALL FINANCE BANK LIMITED | Financial Services | 3.42% |
| THE FEDERAL BANK LIMITED | Financial Services | 3.26% |
| MUTHOOT FINANCE LIMITED | Financial Services | 3.24% |
| Canara Bank | Financial Services | 2.41% |
| ASHOK LEYLAND LIMITED | Industrials | 2.21% |
| FORTIS HEALTHCARE LIMITED. | Healthcare | 2.20% |
| ADITYA BIRLA CAPITAL LIMITED | Financial Services | 2.09% |
| FSN E-COMMERCE VENTURES LIMITED | Consumer Cyclical | 2.05% |
| MAX FINANCIAL SERVICES LIMITED | Financial Services | 2.04% |
| INDIAN BANK | Financial Services | 1.82% |
| UPL LIMITED | Basic Materials | 1.62% |
| GLENMARK PHARMACEUTICALS LIMITED | Healthcare | 1.57% |
| Sector | Holdings | Weight |
|---|---|---|
| Financial Services | 11 | 49.34% |
| Automobile and Auto Components | — | 17.18% |
| Metals & Mining | — | 6.07% |
| Capital Goods | — | 5.69% |
| Services | — | 5.21% |
| Telecommunication | — | 4.57% |
| Consumer Durables | — | 4.54% |
| Healthcare | 2 | 3.77% |
| Consumer Services | — | 2.05% |
| Chemicals | — | 1.62% |
Active bets vs the average Index fund. Biggest deviations shown first.
Accent bar = fund's actual sector weight. Vertical black tick = category average for the same sector. Green overlay = overweight, dashed red = underweight. The biggest active bets show first.
How crowded into the same stocks is this fund vs the largest fund in its category?
Category leader = highest-AUM scheme in the same SEBI category. A high overlap-of-weight number means the fund is concentrated into the same names as the leader (crowded); a low one means it's genuinely differentiated.
| P75 |
|---|
| Max |
|---|
| Positive % |
|---|
| 1Y | -21.29% | -9.84% | -0.07% | 29.30% | 71.67% | 49.8% |
Each cell is one year. Q1 = top quartile within the AMFI category for that period. Cell label is the last two digits of the year.
Top-10 weight 48.3% means concentration is in line with most actively-managed Indian equity funds. Effective-N is the inverse Herfindahl index — a measure of "how many positions effectively drive the fund" after weighting. Category: Index.
Compounding maths on a notional ₹10 lakh lumpsum at 12% gross annual return. Green bar is what you'd have without the fee; red overlay is the fee drag. Fee is constant in this scenario — actual outcomes depend on real returns and any future TER changes.
What an investor SIPping into this fund actually got during named market shocks.
Each row is a back-tested SIP — monthly contribution over the regime's duration, no fees adjustment beyond NAV-baked TER. XIRR is the annualised IRR of those cashflows; Abs return is the absolute cash-on-cash; Max DD is the deepest drawdown experienced mid-investment. Past performance is not indicative of future results.
Alpha is the annualised excess return vs benchmark over the manager's tenure on this scheme. Beat-benchmark = total return beat the index over the same window.
Does the fund get worse as it gets bigger? Each dot is one historical manager-tenure: AUM at tenure-end vs alpha delivered during that tenure.
Correlation is too weak to confirm or rule out capacity-driven alpha decay. Re-evaluate as more manager-tenure data accumulates.
Each dot is one manager-tenure: X = AUM at tenure end, Y = alpha during that tenure. Connecting line in chronological order. Pearson r measures the linear relationship between AUM and alpha across the historical record. n = 3 data points.