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Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - Growth

Kotak Mahindra · Scheme 154032

₹9.95▲ 1.06%NAV · 2026-10-09
58
Decent FundScore
Start SIP
AUM
₹26 cr
Expense ratio
0.76%
3Y CAGR
—
Risk level
Very High
Min SIP
₹100
Benchmark
Underlying index
Fund manager: Abhishek BisenExit load: Nil
Decent · 58/100

A solid option with a few areas worth a closer look.

🎯 Best held for the long term (5+ years) as part of a diversified portfolio.

📈 Why it could do well

  • ✓Protects capital well — worst-ever fall was only 14%.
  • ✓Max drawdown: -14%
  • ✓Expense ratio: 0.76%
  • ✓Direct plan: no distributor commission

📉 What could drag it down

  • •Weak risk-adjusted returns (Sharpe -0.21) — took on risk without enough payoff.
  • •High volatility (20% a year) — expect big swings up and down.
  • •Short track record — not enough history yet to judge long-term performance; treat the score as provisional.
  • •Sharpe ratio: -0.21
  • •Sortino ratio: -0.30

FundScore breakdown

58/100 · Decent
How it works →
50
Returns
Average
50
Consistency
Average
11
Risk-adjusted
Weak
95
Downside protection
Excellent
69
Cost efficiency
Decent
50
Portfolio quality
Average

Each dial rates the fund 0–100 on one factor, computed from real NAV history. Fuller & greener = stronger.

SIP return calculator

Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.