Kotak Nifty 200 Momentum 30 ETF

Kotak Nifty 200 Momentum 30 ETF Fund Details and Key Information

Kotak Nifty 200 Momentum 30 ETF is an open-ended mutual fund that invests based on its stated objective and benchmark.

Key details:

• Asset Size: ₹5.34 Cr

• Expense Ratio: 0.24%

• Cash Holding: 0.09%

• Plan Type: Growth

• Benchmark: Nifty 200 Momentum 30 TR INR

• Launch Date: 2025-10-10

• Exit Load: 1.00

These factors help investors evaluate cost, scale, and fund positioning before making an investment decision.

Kotak Nifty 200 Momentum 30 ETF Returns and Performance

Kotak Nifty 200 Momentum 30 ETF has delivered returns across multiple timeframes, reflecting its ability to perform across different market conditions.

Returns:

• 1 Month: -2.19%

• 3 Months: -5.65%

• 6 Months: -

• 1 Year: -

• 3 Years: -

• 5 Years: -

Short-term returns indicate recent momentum, while long-term returns show consistency and wealth creation ability.

Kotak Nifty 200 Momentum 30 ETF Risk Level and Volatility

Understanding risk is important before investing. Kotak Nifty 200 Momentum 30 ETF falls under: For investors in the 20–40 age group, selecting a fund with the right risk level is important based on financial goals, investment horizon, and comfort with market movements.

Risk Level: Very High Risk

The riskometer helps investors understand how stable or volatile the fund can be based on its investment strategy and asset allocation. Funds with higher risk levels may offer better return potential over time, but they can also experience sharper short-term fluctuations. This classification reflects the volatility associated with the fund. Higher risk funds may offer higher returns but come with greater fluctuations.

Kotak Nifty 200 Momentum 30 ETF Portfolio Allocation

The asset allocation of Kotak Nifty 200 Momentum 30 ETF shows how investments are distributed across asset classes.

• Equity Allocation: 99.91%

• Cash Allocation: 0.09%

This allocation plays a key role in determining the fund’s risk and return profile.

Kotak Nifty 200 Momentum 30 ETF Sector Allocation

Kotak Nifty 200 Momentum 30 ETF diversifies its investments across sectors to reduce risk.

Sector Holding Detail

• Basic Materials: 11.83%

• Communication Services: 4.74%

• Consumer Cyclical: 19.83%

• Financial Services: 47.16%

• Healthcare: 3.32%

• Industrials: 10.75%

• Technology: 2.28%

Sector allocation data helps investors understand which industries the fund is focusing on.

Kotak Nifty 200 Momentum 30 ETF Fund House

Kotak Nifty 200 Momentum 30 ETF is managed by:

AMC Name: Kotak Mahindra Asset Management Co Ltd

A strong fund house with a proven track record can improve investor confidence.

Kotak Nifty 200 Momentum 30 ETF Minimum Investment

Investors can start investing in Kotak Nifty 200 Momentum 30 ETF with:

Minimum Investment: ₹5,000

This makes the fund accessible for both beginners and experienced investors.