Kotak Nifty500 Momentum 50 Index Fund Datagrid
Category		Index Fund
BMSMONEY	Rank	N/A
BMSMONEY	Rating	N/A
Growth Option 13-03-2026
NAV		₹9.01_(R)		-2.64%	₹9.02_(D)	-2.63%
Returns		1Y	3Y	5Y	7Y	10Y
Lumpsum	Regular	-%	-%	-%	-%	-%
	Direct	-%	-%	-%	-%	-%
	Benchmark
SIP (XIRR)	Regular	-%	-%	-%	-%	-%
SIP (XIRR)	Direct	-%	-%	-%	-%	-%
Ratio		Sharpe Ratio	Sortino Ratio	Sterling Ratio	Jensen's Alpha	Treynor Ratio
Ratio
Risk		STD. Dev	VaR 1Y95%	Max DD	Beta	Semi Devi.
Risk
Fund AUM

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HDFC NIFTY50 Equal Weight Index Fund	13
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Navi Nifty Midcap 150 Index Fund	15
ICICI Prudential Nifty50 Equal Weight Index Fund	16
Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund	17
HDFC NIFTY 100 Equal Weight Index Fund	18
Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund	19
Dsp Nifty Next 50 Index Fund	20

NAV Date: 13-03-2026

Scheme Name	NAV	Rupee Change	Percent Change
Kotak Nifty500 Momentum 50 Index Fund - Regular Plan - Growth	9.01	-0.2400	-2.6400%
Kotak Nifty500 Momentum 50 Index Fund - Regular Plan - IDCW - Payout & Reinvestment	9.01	-0.2400	-2.6400%
Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - IDCW - Payout & Investment	9.02	-0.2400	-2.6300%
Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - Growth	9.02	-0.2400	-2.6300%

Review Date: 13-03-2026

Investors beware: Mutual Fund investments are subject to market risks. Please read the scheme related documents carefully.

Data Source: www.amfiindia.com

SEBI Categorization

Please select a performance indicator to view the chart.

KPIs^*	Fund	Benchmark	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Performance
1M Return %	-8.80		-7.43	-14.39 \| 2.82	150 \| 240	Average

_{Return data last Updated On :
March 13, 2026.

Other parameters, fund ranking, non return related analysis are updated after every month end. Last Updated On :

Feb. 27, 2026

KPIs: Key Performance Indicators}

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KPIs^*	Fund	Benchmark	Cat. Avg	Min \| Max	Rank _{(In Cat.)}	Performance
1M Return %	-8.77		-7.33	-14.35 \| 2.87	158 \| 248	Average

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Disclaimer: Past performance may or may not be sustained in future and should not be used as a basis for comparison with other investments. Returns for periods above 1 year are annualised.

Please Select Yes To See SIP Investment Value

Date	Kotak Nifty500 Momentum 50 Index Fund NAV Regular Growth	Kotak Nifty500 Momentum 50 Index Fund NAV Direct Growth
13-03-2026	9.008	9.016
12-03-2026	9.252	9.26
11-03-2026	9.372	9.38
10-03-2026	9.576	9.584
09-03-2026	9.352	9.359
06-03-2026	9.566	9.574

Fund Launch Date: 15/Sep/2026
Fund Category: Index Fund
Investment Objective: To generate returns that are commensurate with the performance of the Nifty500 Momentum 50 Index, subject to tracking error.
Fund Description: An open-ended scheme replicating the Nifty500 Momentum 50 Index.
Fund Benchmark: Nifty500 Momentum 50 TRI

_{Source: Fund FactSheet}

Disclaimer: NO INVESTMENT ADVICE. The Content is for informational purposes only.

Kotak Nifty500 Momentum 50 Index Fund

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Kotak Nifty500 Momentum 50 Index Fund Review Dashboard (Regular Plan)

Kotak Nifty500 Momentum 50 Index Fund Review Dashboard (Direct Plan)

Kotak Nifty500 Momentum 50 Index Fund Lumpsum Returns and Investment Value

Kotak Nifty500 Momentum 50 Index Fund SIP Return and Investment Value

Kotak Nifty500 Momentum 50 Index Fund NAV History

Kotak Nifty500 Momentum 50 Index Fund Information