September 20, 2025
RA Jainee
Kotak Nifty 200 Momentum 30 ETF
Kotak Nifty 200 Momentum 30 ETF snapshot
| NFO opens on | 22 September 2025 |
| NFO Closes on | 06 October 2025 |
| Min. Investment | Rs. 5000 |
| Plans | Growth |
| Sahifund Verdict | This NFO may suit investors with a high risk appetite and 5+ year horizon, who are comfortable with all-cap, thematic equity exposure. Conservative investors or those seeking proven performance may be better served with established Flexicap funds. |
⏱️ Last Update: 26 September 2025, 10.00 AM
Table of Contents:
1. NFO Open date, Close date
2. NFO Investment Strategy
3. Basic Details NFO
4. Benchmark Index NFO
5. Fund Manager | Performance Review of Fund Manager
6. Should You Invest in this NFO?
7. Invest Online
What is the Kotak Nifty 200 Momentum 30 ETF Open Date, Close Date?
NFO opens on September 22, 2025
NFO will close on October 06, 2025
Investment Strategy for this NFO?
The scheme seeks to passive investment in equity and equity related securities replicating the composition of Nifty 200 Momentum 30 Index, subject to tracking error.
Basic Details
| Fund House | Kotak Mahindra Mutual Fund |
| Issue Open | 22 September 2025 |
| Issue Close | 06 October 2025 |
| Type | Open-ended |
| Category | Equity: Large & MidCap |
| Min. Investment(Rs) | 5,000 |
| Plans | Growth |
| Lock-in Period | NA |
| Exit Load | 0 |
| Riskometer | Very High |
| Benchmark | Nifty 200 Momentum 30 TRI |
About Benchmark Index for this NFO?
‘Nifty200 Momentum 30’ Index which aims to track the performance of the top 30 companies within the Nifty 200 selected based on their Normalised Momentum Score. The Normalised Momentum Score for each company is determined based on its 6-month and 12-month price return, adjusted for its daily price return volatility. The weight of each stock is based on the factor tilt methodology – the
weight is derived by multiplying the free float market cap with the Normalised Momentum Score of that stock.
Stock weights are capped at the lower of 5% or 5 times the weight of the stock in the index based only on free float market capitalization.
The index can be used for a variety of purposes such as benchmarking, creation of index funds, ETFs and structured products.
Portfolio Characteristics
| Methodology | Tilt Weighted |
| No. of Constituents | 30 |
| Launch Date | August 25, 2020 |
| Base Date | April 01, 2005 |
| Base Value | 1000 |
| Calculation Frequency | Real-Time |
| Index Rebalancing | Semi-Annual |
Fund Managers of Kotak Nifty 200 Momentum 30 ETF
1) Devender Singhal
Education: Mr. Singhal has done B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi.
Experience: Prior to joining Kotak Mahindra AMC , he has worked with Kotak Securities Ltd.(July 2007 — January 2009) ,Religare (February 2006 — June 2007), Karvy (July 2004 — January 2006), P N Vijay Financial Services Pvt Ltd(2001 — 2004) and Dundee Mutual Fund( Summer Trainee ) (May 2000 — June 2000 ).
2) Satish Dondapati
Education: Mr. Dondapati has done MBA Finance
Experience: Prior to joining Kotak Mutual fund he has worked with Centurian Bank Of Punjab, Bajaj Capital Ltd.
3) Abhishek Bisen
Education: Mr. Bisen is a BA and MBA in Finance.
Experience: Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
AMC
Kotak Mahindra Asset Management Company Ltd
Address: The Capital Building, Behind ICICI Bank,
G Block BKC, Bandra Kurla Complex Bandra (E), Mumbai – 400051
Website: https://www.kotakmf.com/
Registrar & Transfer Agent
Computer Age Management Services Ltd.
Address: 7th Floor, Tower II, Rayala Towers, 158, Anna Salai, Chennai – 600002
Website: www.camsonline.com
Review for Kotak Nifty 200 Momentum 30 ETF @ sahifund.com by Paresh Gordhandas, C.A. & Research Analyst
[ A ] Benchmark Performance of Nifty 200 Momentum 30 TRI
Performance
| Index Returns (%)# | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | -7.10 | -9.71 | -20.12 | 20.51 |
18.05 |
| Total Return | -6.89 | -9.21 | -19.54 | 21.64 | 19.35 |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | 19.54 | 19.54 | 22.51 |
| Beta (NIFTY 50) | 1.27 | 1.10 | 0.95 |
| Correlation (NIFTY 50) | 0.85 | 0.82 | 0.88 |
Fundamentals
| P/E | P/B | Dividend Yield |
| 37.7 | 6.45 | 0.46 |
Top constituents by weightage
| Company’s Name | Weight(%) |
| InterGlobe Aviation Ltd. | 5.29 |
| HDFC Life Insurance Company Ltd | 5.20 |
| ICICI Bank Ltd. | 5.18 |
| SBI Life Insurance Company Ltd. | 5.14 |
| HDFC Bank Ltd. | 5.08 |
| Bharti Airtel Ltd. | 5.08 |
| Bajaj Finserv Ltd. | 5.03 |
| Bajaj Finance Ltd. | 5.00 |
| Bharat Electronics Ltd. | 4.81 |
| Kotak Mahindra Bank Ltd. | 4.71 |
Past Performance of Devender Singhal
| Fund | Kotak Nifty 50 ETF | It’s Benchmark | Kotak Nifty 50 Value 20 ETF | It’s Benchmark |
| 1 Year | 0.86 | 0.20 | -7.56 | -0.83 |
| 3 Year | 14.02 | 15.09 | 16.09 | 16.19 |
| 5 Year | 18.35 | 19.49 | 20.08 | 20.85 |
| 7 Year | 13.46 | 14.16 | 15.11 | 14.97 |
| 10 Year | 13.28 | 14.09 | — | — |
As on 20-9-2025
Past Performance of Satish Dondapati
| Fund | Kotak BSE Sensex ETF | It’s Benchmark | Kotak Nifty 50 ETF | It’s Benchmark |
| 1 Year | 0.34 | 0.20 | 0.86 | 0.20 |
| 3 Year | 12.90 | 15.09 | 14.02 | 15.09 |
| 5 Year | 17.37 | 19.49 | 18.35 | 19.49 |
| 7 Year | 13.14 | 14.16 | 13.46 | 14.16 |
| 10 Year | 13.23 | 14.09 | 13.28 | 14.09 |
As on 20-9-2025
Past Performance of Abhishek Bisen
| Fund | Kotak Aggressive Hybrid Fund | It’s Benchmark | Kotak Equity Savings Fund | It’s Benchmark |
| 1 Year | 4.65 | 0.59 | 6.20 | 2.89 |
| 3 Year | 17.25 | 14.70 | 13.09 | 11.04 |
| 5 Year | 20.91 | 17.62 | 12.82 | 11.94 |
| 7 Year | 16.59 | 13.54 | 11.03 | 9.93 |
| 10 Year | 15.01 | 13.26 | 10.45 | 9.66 |
As on 20-9-2025
[B] Review of Fund Managers
Devender Singhal
-
Background: Mr. Singhal has done B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi., Prior to joining Kotak Mahindra AMC , he has worked with Kotak Securities Ltd.(July 2007 — January 2009) ,Religare (February 2006 — June 2007), Karvy (July 2004 — January 2006), P N Vijay Financial Services Pvt Ltd(2001 — 2004) and Dundee Mutual Fund( Summer Trainee ) (May 2000 — June 2000 ).
Satish Dondapati
-
Background: Mr. Dondapati has done MBA Finance, Prior to joining Kotak Mutual fund he has worked with Centurian Bank Of Punjab, Bajaj Capital Ltd.
Abhishek Bisen
-
Background: Mr. Bisen is a BA and MBA in Finance., Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Sahifund Verdict
The Kotak Nifty 200 Momentum 30 ETF is a passive scheme tracking the Nifty 200 Momentum 30 TRI, which selects 30 stocks with the strongest 6–12 month price momentum adjusted for volatility. This factor-tilt methodology aims to outperform the broader market by capturing trending winners.
However, momentum investing is inherently cyclical — it performs very well in strong uptrends but can underperform in sideways or corrective phases. With a very high-risk profile, the fund is better suited for investors with a 5+ year horizon and the ability to tolerate volatility. Conservative investors may prefer established flexicap or index funds. For aggressive investors, this ETF offers a way to add factor-based diversification with potential for alpha over the long term.
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
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