60
Index — Factor / Smart BetaHold
Kotak Nifty 200 Momentum 30 Index
Kotak · Direct–Growth · rank #18 of 57 by Smart Score
Data updated
Trailing returns
1 Year
-8.9%
-3.1% vs index
3 Years
8.2%
-1.0% vs index
5 Years
—
Since launch
9.8%
Year-by-year performance
2024
+21.0%+5.4% vs index
2025
-4.8%-12.4% vs index
2026
-6.8%+0.2% vs index
Why this score
Kotak Nifty 200 Momentum 30 Index scores 60/100 — #18 of 57 Index — Factor / Smart Beta fund (Hold). It stands out for 3y return and sharpe ratio — beating 72% of peers on 3y return. The main drag is its volatility (better than only 23% of peers).
Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.
3Y return8.18% · 72nd percentile in category
Sharpe ratio0.09 · 86th percentile in category
Volatility19.71 · 23rd percentile in category
Sortino ratio0.12 · 83rd percentile in category
Expense ratio0.77% · 24th percentile in category
Fund size566.60 Cr · 78th percentile in category
Top holdings
1.Laurus Labs Ltd6.55%
2.Multi Commodity Exchange Of India Ltd6.05%
3.Tata Steel Ltd5.04%
4.Shriram Transport Finance Company Ltd5.02%
5.Hindalco Industries Ltd5.02%
30 disclosed equity positions · portfolio as of Sept 2026 · weights are % of total corpus.