58
Index — Factor / Smart BetaHold
Kotak Nifty 200 Momentum 30 Index
Kotak · Direct–Growth · rank #16 of 55 by Smart Score
Data updated
Trailing returns
1 Year
2.2%
-0.6% vs index
3 Years
11.2%
-0.2% vs index
5 Years
—
Since launch
12.3%
Year-by-year performance
2024
+21.0%+5.4% vs index
2025
-4.8%-12.4% vs index
2026
-1.1%+0.8% vs index
Why this score
Kotak Nifty 200 Momentum 30 Index scores 58/100 — #16 of 55 Index — Factor / Smart Beta fund (Hold). It stands out for sharpe ratio and 3y return — beating 78% of peers on sharpe ratio. The main drag is its expense ratio (better than only 16% of peers).
Each bar shows the fund's percentile vs Index — Factor / Smart Beta peers — a longer bar beats more of the category.
Sharpe ratio0.24 · 78th percentile in category
3Y return11.24% · 66th percentile in category
Expense ratio1.13% · 16th percentile in category
Volatility19.55 · 23rd percentile in category
Fund size585.43 Cr · 79th percentile in category
Sortino ratio0.33 · 78th percentile in category
Top holdings
1.Laurus Labs Ltd5.79%
2.Shriram Transport Finance Company Ltd5.15%
3.Hindalco Industries Ltd5%
4.Tata Steel Ltd5%
5.Cummins India Ltd4.98%
30 disclosed equity positions · portfolio as of Jul 2026 · weights are % of total corpus.