Kotak Nifty 200 Momentum 30 Index Fund - Direct Plan - Growth Option
Kotak Mahindra Mutual Fund · Index & ETF · mandate: passive replication of the stated index · tracks: Nifty 200 Momentum 30
AUM (all plans)
536 cr
TER direct / regular
1.13% / 1.61%
Tracks (from name)
Nifty 200 Momentum 30
CAGR (full)
13.0%
Sharpe (full)
0.42
Sharpe (bull ≤Sep-24)
3.21
Sharpe (sideways Oct-24→)
-0.65
Max drawdown
-29.0%
Months of data
38
Percentile ranks this fund within its peer pool; the leaderboard Score is
the weighted average of its fiscal-year percentiles (equity: active-return-rank blended
with IR-rank).
Equity curve
Drawdown
Fiscal-year record
FY
Return
vs category
Sharpe
months
FY22
—
—
—
0
FY23
—
—
—
0
FY24*
43.4%
27.0%
2.78
9
FY25
-7.6%
-17.2%
-0.56
12
FY26
-3.6%
0.6%
-0.41
12
FY27*
15.2%
3.8%
1.77
5
Active/Fund returns are TOTALS over the months covered — never annualized
(FY27* is year-to-date; a * row covers only part of the year).
%ile is the fund's percentile within its peer pool for that year.
Monthly returns (%)
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Year
2023
+4.5
-0.2
+4.4
-3.7
+11.9
+8.6
+27.5
2024
+6.0
+3.4
+2.7
+5.7
+4.9
+4.1
+4.9
+0.5
+1.3
-8.1
-0.8
-4.2
+21.0
2025
-10.0
-9.6
+5.6
+4.2
+4.3
+4.6
-5.2
-1.9
+0.7
+5.3
+2.2
-3.3
-4.8
2026
-2.7
+3.5
-13.7
+11.4
+1.1
+1.4
-0.9
+1.8
+0.2
Quarterly average AUM & estimated net flows
Quarterly net flow estimate: AUM_q − AUM_(q−1)·(1+quarter return). AUM shown is the quarter AVERAGE (AMFI central disclosure). Positive = net inflows, ₹cr.
Source: AMFI's official all-scheme NAV history (portal report; official NAV history, net of TER by
construction). Monthly returns are month-end NAV chains; stale prints (>7 days before
month-end) drop out rather than carry. Benchmark series are the median of plain-vanilla
direct-plan index funds tracking each index (TRI minus ~10-25bp/yr tracking drag — verified
against true-TRI chains). Direct plans, growth option only. Sharpe uses rf 6%, arithmetic
monthly convention. Independence: all figures are computed from mandatory public disclosures with a
fixed methodology applied identically to every fund — no fund can pay for inclusion,
exclusion, placement, or altered presentation, and any material commercial relationship
will be disclosed on the affected pages.
Nothing here is investment advice; past performance does not
predict future returns. Generated 2026-08-25 05:37Z · data through Aug 2026 · leaderboard
· PMS leaderboard