MF Gyan
indexVery high riskLess than a year old

Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - Growth

Copies an index like the Nifty 50 or Sensex. Low fees, no active fund manager, returns match the market. From Kotak Mahindra Mutual Fund. It's been running since 18 Dec 2025.

This fund is under 3 years old — its short track record makes comparing to peers or judging consistency less reliable.
Latest price per unit
₹10.34
▼ 0.33% today
As of 4 Sep 2026 · updated once each business day
Not enough price history yet to tell the money story.
How it compares to peers

Vs 500 other funds in Other Scheme - Index Funds

Same plan
Bumpiness (3Y)
20.17%median 13.31% (+6.86%)
Rank #450 of 501Less risky than 10% of peers
Worst-ever drop
-14.38%median -17.34% (+2.96%)
Rank #301 of 501Less risky than 40% of peers

Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.

Year by year

Calendar-year returns. 2 of last 2 years were positive.

+0%
2025
+3%
2026
Best year
2026 · 3.47%
Worst year
2025 · 0.12%

Price over time

How the per-unit price has moved. Tap a range to zoom in.

Bumpiness & worst drops

Day-to-day bumpiness
20.2%

The value swings roughly 20% up or down in a typical year. Finance-speak calls this volatility.

Worst drop ever
-14.38%

A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.

Similar funds you might want to look at

Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.

Head-to-head comparisons

Side-by-side comparisons of Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - Growth against other index funds.

Technical details (for the pros)
CAGR — 1 year—
CAGR — 3 years—
CAGR — 5 years—
CAGR — since launch5.76%
Volatility — 1 year (annualised)20.17%
Volatility — 3 years (annualised)20.17%
Max drawdown — 1 year-14.38%
Max drawdown — 3 years-14.38%
Sharpe ratio — 1 year (rf=6%)-0.01
Sharpe ratio — 3 years (rf=6%)-0.01

Fund info

Fund house
Kotak Mahindra Mutual Fund
Category
Other Scheme - Index Funds
Plan
Direct
Option
Growth
ISIN (Growth)
INF174KA1YC8
ISIN (Div re-invest)
—
Fund code
154032
First price on record
18 Dec 2025 · 177 daily prices

About Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - Growth

Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - Growth is a Other Scheme - Index Funds offered by Kotak Mahindra Mutual Fund under the Direct plan with the Growth option. It has approximately 1 year of NAV track record. The fund falls in the index category — Copies an index like the Nifty 50 or Sensex. Low fees, no active fund manager, returns match the market.

The current NAV of Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - Growth is ₹10.3400 (as of 4 Sep 2026). Returns are historical and don't predict future performance.

Over the last three years, the fund's prices have moved with 20.2% annualised volatility — a "very high" level of bumpiness; its deepest peak-to-trough fall on record was 14.4%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.

Frequently asked

What is the latest NAV of Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - Growth?+

The latest NAV of Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - Growth is ₹10.3400 as of 4 Sep 2026, down 0.33% from the previous day. NAV is updated once a business day after the market close.

What category does Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - Growth belong to?+

Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - Growth is categorised as Other Scheme - Index Funds. Copies an index like the Nifty 50 or Sensex. Low fees, no active fund manager, returns match the market.

How risky is Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - Growth?+

Based on its 3-year annualised volatility of 20.2%, Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - Growth sits in the "very high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.

Is Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - Growth a direct plan?+

Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - Growth is a Direct plan (no distributor commission — lower expense ratio) with the Growth option (all returns compound within the fund, no interim payouts).

How old is Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - Growth?+

Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - Growth has NAV history available from 18 Dec 2025 — approximately 1 year of track record and 177 daily NAV observations.

Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.