62
Index — Factor / Smart BetaBuy
Kotak Nifty 200 Momentum 30 Index
Kotak · Direct–Growth · rank #12 of 55 by Smart Score
Data updated
Trailing returns
1 Year
-2.0%
+0.0% vs index
3 Years
10.0%
+0.2% vs index
5 Years
—
Since launch
11.8%
Year-by-year performance
2024
+21.0%+5.4% vs index
2025
-4.8%-12.4% vs index
2026
-2.1%+1.6% vs index
Why this score
Kotak Nifty 200 Momentum 30 Index scores 62/100 — #12 of 55 Index — Factor / Smart Beta fund (Buy). 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 return10.01% · 72nd percentile in category
Sharpe ratio0.18 · 83rd percentile in category
Volatility19.60 · 23rd percentile in category
Sortino ratio0.24 · 83rd percentile in category
Expense ratio0.90% · 21st percentile in category
Fund size601.43 Cr · 77th percentile in category
Top holdings
1.Laurus Labs Ltd5.95%
2.Multi Commodity Exchange Of India Ltd5.86%
3.Shriram Transport Finance Company Ltd5.33%
4.Hindalco Industries Ltd5.09%
5.Tata Steel Ltd4.75%
30 disclosed equity positions · portfolio as of Aug 2026 · weights are % of total corpus.