November 19, 2025
RA Jainee
Kotak Nifty500 Momentum 50 Index Fund Direct-Growth
Kotak Nifty500 Momentum 50 Index Fund Direct-Growth snapshot
| NFO opens on | 20 November 2025 |
| NFO Closes on | 04 December 2025 |
| Min. Investment | Rs. 100 |
| Plans | Growth, IDCW |
| Sahifund Verdict | X |
⏱️ Last Update: 19 November 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 Nifty500 Momentum 50 Index Fund Direct-Growth Open Date, Close Date?
NFO opens on November 20, 2025
NFO will close on December 04, 2025
Investment Strategy for this NFO?
The scheme seeks to provide returns that, before expenses, corresponds to the total returns of the securities as represented by the underlying index, subject to tracking errors.
Basic Details
| Fund House | Kotak Mahindra Mutual Fund |
| Issue Open | 20 November 2025 |
| Issue Close | 04 December 2025 |
| Type | Open-ended |
| Category | Equity: Flexi Cap |
| Min. Investment(₹) | 100 |
| Plans | Growth, IDCW |
| Lock-in Period | NA |
| Exit Load | 0 |
| Riskometer | Very High |
| Benchmark | Nifty 500 Momentum 50 TRI |
About Benchmark Index for this NFO?
The Nifty500 Momentum 50 Index aims to track the performance of the top 50 companies within the Nifty 500 selected based on their Normalized Momentum Score. The Normalized Momentum Score for each company is determined based on its 6-month and 12-month price return, adjusted for volatility. Stock weights are based on a combination of the stock’s Normalized Momentum Score and
its free-float market capitalization.
Nifty500 Momentum 50 Index can be used for a variety of purposes such as benchmarking fund portfolios, launching of index funds, ETFs and structured products.
Index Variant: Nifty500 Momentum 50 Total Returns Index
Portfolio Characteristics
| Methodology | Tilt Weighted |
| No. of Constituents | 50 |
| Launch Date | June 04, 2024 |
| Base Date | April 01, 2005 |
| Base Value | 1000 |
| Calculation Frequency | Real-Time |
| Index Rebalancing | Semi-Annually |
Fund Managers of Kotak Nifty500 Momentum 50 Index Fund Direct-Growth
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 Nifty500 Momentum 50 Index Fund Direct-Growth @ sahifund.com by Paresh Gordhandas, C.A. & Research Analyst
[ A ] Benchmark Performance of Nifty 500 Momentum 50 TRI
Performance
| Index Returns (%)# | QTD | YTD | 1 Year | 5 Years | Since Inception |
| Price Return | 5.74 | -6.53 | -9.66 | 26.19 | 21.31 |
| Total Return | 5.75 | -6.27 | -9.31 | 27.00 | 22.43 |
| Statistics ## | 1 Year | 5 Years | Since Inception |
| Std. Deviation * | 20.83 | 20.52 | 22.52 |
| Beta (NIFTY 50) | 1.30 | 1.09 | 0.89 |
| Correlation (NIFTY 50) | 0.79 | 0.75 | 0.83 |
Fundamentals
| P/E | P/B | Dividend Yield |
| 41.44 | 6.79 | 0.32 |
Top constituents by weightage
| Company’s Name | Weight(%) |
| ICICI Bank Ltd. | 21.41 |
| HDFC Bank Ltd. | 21.24 |
| Axis Bank Ltd. | 19.44 |
| Kotak Mahindra Bank Ltd. | 17.43 |
| IndusInd Bank Ltd. | 5.18 |
| Federal Bank Ltd. | 4.77 |
| IDFC First Bank Ltd. | 4.06 |
| Yes Bank Ltd. | 3.90 |
| Bandhan Bank Ltd. | 1.36 |
| RBL Bank Ltd. | 1.22 |
Past Performance of Devender Singhal
| Fund | Kotak BSE Sensex ETF | It’s Benchmark | Kotak Nifty 50 Value 20 ETF | It’s Benchmark |
| 1 Year | 10.60 | 10.97 | -0.67 | 9.57 |
| 3 Year | 12.25 | 14.86 | 14.30 | 16.03 |
| 5 Year | 14.97 | 17.38 | 18.59 | 18.77 |
| 7 Year | 14.26 | 15.32 | 15.95 | 16.16 |
| 10 Year | 13.83 | 14.68 | — | — |
As on 19-11-2025
Past Performance of Satish Dondapati
| Fund | Kotak Nifty Bank ETF | It’s Benchmark | Kotak Nifty Next 50 Index Fund | It’s Benchmark |
| 1 Year | 17.67 | 16.40 | 3.51 | 10.97 |
| 3 Year | 12.23 | 11.85 | 17.63 | 14.86 |
| 5 Year | 15.20 | 15.45 | — | — |
| 7 Year | 12.40 | 12.85 | — | — |
| 10 Year | 13.63 | 13.60 | — | — |
As on 19-11-2025
Past Performance of Abhishek Bisen
| Fund | Kotak Bond Fund | It’s Benchmark | Kotak Gilt Investment Provident Fund and Trust Plan | It’s Benchmark |
| 1 Year | 6.02 | 5.66 | 2.39 | 5.94 |
| 3 Year | 6.86 | 6.98 | 5.82 | 8.22 |
| 5 Year | 5.15 | 5.32 | 4.62 | 5.82 |
| 7 Year | 6.96 | 6.19 | 6.84 | 8.18 |
| 10 Year | 6.55 | 6.24 | 6.75 | 7.81 |
As on 19-11-2025
[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:
X
Peer Comparison (?)
Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully
Is it good to invest in Kotak Nifty500 Momentum 50 Index Fund Direct-Growth NFO?
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