Should I invest in Kotak Nifty 200 Momentum 30 Index Fund?

We don't give personal investment advice. Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - IDCW Payout is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding.

Kotak

Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - IDCW Payout

Latest NAV

₹14.2060

As of

17 Jul 2026

756 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-1.13%	-0.01%	-1.12	239 / 246	Q4
1W	-1.27%	-0.36%	-0.91	226 / 246	Q4
2W	-0.92%	-0.04%	-0.88	228 / 246	Q4
1M	-3.04%	+0.57%	-3.61	230 / 246	Q4
3M	-1.91%	+1.95%	-3.86	224 / 246	Q4
6M	-2.83%	+0.95%	-3.78	191 / 239	Q4
YTD	-3.64%	+0.07%	-3.71	183 / 238	Q4
1Y	-2.61%	+1.45%	-4.06	187 / 227	Q4
2Y	-8.99%	+2.12%	-11.11	148 / 157	Q4
3Y	+11.76%	+9.02%	+2.74	28 / 116	Q1
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+11.65%	+6.50%	+5.14	45 / 246	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	-3.64%	+0.11%	-3.75	182 / 236
2025	-5.46%	+4.47%	-9.93	158 / 185
2024	+20.09%	+12.46%	+7.63	27 / 122
2023	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+11.39%

26 windows

min -15.5% · max 65.2%

46% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+12.44%

2 windows

min 11.8% · max 13.1%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

—

Insufficient history

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

18.84%

3-year · annualised

Sharpe ratio

0.34

vs risk-free 6.5%

Sortino ratio

0.53

Downside-only deviation

Max drawdown

-31.77%

Sep 2024 → Apr 2025

% positive months

63.9%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC NIFTY100 Low Volatility 30 Index Fund - Regular Plan	HDFC	₹10.3212	17 Jul 2026
Nippon India Nifty 500 Equal Weight Index Fund - Regular Plan - IDCW Option	Nippon India	₹9.7505	17 Jul 2026
SBI Nifty100 Low Volatility 30 Index Fund- Regular Plan- Income Cum Distribution Capital Withdrawal Option (IDCW)	SBI	₹10.1523	17 Jul 2026
Bandhan Nifty Alpha 50 Index Fund - Regular Plan - IDCW	Bandhan	₹13.8666	17 Jul 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund-Regular IDCW Payout	Aditya Birla Sun Life	₹10.5539	17 Jul 2026
Motilal Oswal BSE Low Volatility Index Fund-Regular plan	Motilal Oswal	₹15.8935	17 Jul 2026
Kotak Nifty 100 Equal Weight Index Fund - Regular Plan - IDCW Option	Kotak	₹10.9730	17 Jul 2026
Edelweiss Nifty 100 Quality 30 Index Fund Regular Plan IDCW	Edelweiss	₹14.1055	17 Jul 2026
DSP Nifty 50 Equal Weight Index Fund - Regular Plan - IDCW	DSP	₹21.5799	17 Jul 2026
Navi Nifty Smallcap 250 Momentum quality index fund- Regular Plan	Navi	₹11.7638	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹14.2060
16 Jul 2026	₹14.3690
15 Jul 2026	₹14.4120
14 Jul 2026	₹14.4220
13 Jul 2026	₹14.3720
10 Jul 2026	₹14.3890
9 Jul 2026	₹14.2350
8 Jul 2026	₹14.1460
7 Jul 2026	₹14.2340
6 Jul 2026	₹14.4390

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - IDCW Payout is ₹14.2060. It's a Index Fund from Kotak, run as a Regular plan IDCW (dividend) option. NAVs update once per business day from the AMFI feed.

Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - IDCW Payout has NAV history starting from 20 Jun 2023, a track record of about 3 years. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - IDCW Payout is managed by Kotak. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - IDCW Payout has delivered a absolute return of -2.61% — -4.06 pp behind the Index Fund category average of 1.45%. The fund ranks #187 of 227 in its category — the bottom (Q4) quartile.

Over the trailing 3-year window, Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - IDCW Payout has delivered a CAGR of 11.76% — +2.74 pp ahead of the Index Fund category average of 9.02%. The fund ranks #28 of 116 in its category — the top (Q1) quartile.

Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - IDCW Payout doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - IDCW Payout exactly 3 years ago would be worth approximately ₹139,603 today — a multiplier of 1.40×, based on the 3-year CAGR of 11.76%. The category average over the same window would have grown ₹1 lakh to ₹129,583.

A ₹10,000 monthly SIP in Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - IDCW Payout over the last 3 years — total invested ₹360,000 — would be worth ₹365,281 today. That's an XIRR (money-weighted annualised return) of 0.95%.

Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - IDCW Payout doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹365,281 — XIRR 0.95%.

On a 3-year basis, Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - IDCW Payout ranks #28 out of 116 funds in the Index Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 9.02%; this fund delivered 11.76%.

The worst peak-to-trough decline Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - IDCW Payout has experienced over the last 3-year window is 31.77% — its NAV fell from a high on 27 Sep 2024 to a low on 07 Apr 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 3-year rolling windows, Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - IDCW Payout averaged 12.44% (best 13.12%, worst 11.76%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.34 — weak risk-adjusted performance.

In calendar year 2025, Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - IDCW Payout returned -5.46% — lagging the Index Fund category average of 4.47% by 9.93 pp. It ranked #158 of 185 in its category that year.

Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - IDCW Payout doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Kotak Nifty 200 Momentum 30 Index Fund - Regular Plan - IDCW Payout is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.