Overview / Mutual Fund Discovery / Open Ended Schemes ( Other Scheme - Index Funds ) / AMFI 151783

Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - Growth Option

Kotak Mahindra Mutual Fund • Open Ended Schemes ( Other Scheme - Index Funds ) • Regular Plan • Growth

Data last synced: 2026-11-10 09:32 (Latest NAV: 2026-11-09)

Latest NAV (2026-11-09)
₹14.2520
AMFI Code / ISIN
151783 / INF174KA1NY5
Category Peer Standing
#674 of 1080 ranked peers in Open Ended Schemes ( Other Scheme - Index Funds ) by 3Y Sortino
Historical Track
2023-06-20 to 2026-11-09 (835 daily observations)
Expense Ratio (TER)
Data unavailable (published only when verified against AMC statutory disclosures)
SEBI Riskometer
Data unavailable

Trailing CAGR, Rolling Returns & Risk Ratios

1Y CAGR
-3.85% p.a.
3Y CAGR
+8.71% p.a.
5Y CAGR
N/A
10Y CAGR
N/A
Since Inception CAGR
+10.62% p.a.
Sortino Ratio (3Y)
0.15
Sharpe Ratio (3Y)
0.11
Calmar Ratio
0.27
Annualized Volatility (3Y)
+19.75%
Maximum Drawdown
-31.77%
1Y / 3Y / 5Y Rolling Mean CAGR
+8.07% / +10.35% / N/A

Learn Sortino, Sharpe, Calmar & Drawdown in Knowledge Centre Module 3 • Quantitative Methodology

Monthly Portfolio Holdings & Overlap Check

Verified monthly AMC portfolio disclosure holdings are queried on demand for covered schemes and never fabricated. Learn multi-fund portfolio overlap analysis.

Related Open Ended Schemes ( Other Scheme - Index Funds ) Funds