{"id":256911,"date":"2026-09-18T13:28:36","date_gmt":"2026-09-18T07:58:36","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/kotak-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/"},"modified":"2026-09-18T13:28:36","modified_gmt":"2026-09-18T07:58:36","slug":"kotak-nifty-200-momentum-30-index-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/kotak-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/","title":{"rendered":"Kotak Nifty 200 Momentum 30 Index Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/kotak-nifty-200-momentum-30-index-fund-g-direct-plan\">Kotak Nifty 200 Momentum 30 Index Fund Direct Growth Plan<\/a> currently has a NAV of \u20b914.4 as of 17 Sep 2026 and an AUM of \u20b9601 Cr. Its 1-year, 3-year and 5-year returns are -3.93%, 9.2% and 0%, and the scheme is tagged as High Risk. Our view is that this is a momentum-oriented equity index strategy that has shown a mixed near-term profile, with a weak one-year outcome but a steadier 3-year record.<\/p>\n<p>The fund can suit investors who are comfortable with sharp swings and want exposure to a concentrated momentum basket rather than a smooth defensive equity profile. The current portfolio mix and the return pattern both point to a fund that may work better as a satellite allocation with a longer horizon than as a core stability holding.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Kotak_Nifty_200_Momentum_30_Index\" title=\"Should you BUY or HOLD Kotak Nifty 200 Momentum 30 Index?\">Should you BUY or HOLD Kotak Nifty 200 Momentum 30 Index?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Kotak_Nifty_200_Momentum_30_Index_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Kotak Nifty 200 Momentum 30 Index Fund Direct Growth Plan?\">What is the current NAV of Kotak Nifty 200 Momentum 30 Index Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#What_are_the_funds_1-year_3-year_and_5-year_returns\" title=\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\">What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#How_has_the_fund_performed_versus_NIFTY_50\" title=\"How has the fund performed versus NIFTY 50?\">How has the fund performed versus NIFTY 50?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#How_does_it_compare_with_the_peer_funds_shown_here\" title=\"How does it compare with the peer funds shown here?\">How does it compare with the peer funds shown here?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#What_is_the_minimum_SIP_amount\" title=\"What is the minimum SIP amount?\">What is the minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#Who_manages_the_fund_and_what_is_the_exit_load\" title=\"Who manages the fund and what is the exit load?\">Who manages the fund and what is the exit load?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-200-momentum-30-index-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b914.4 as of 17 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b9601 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.29%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>15 Jun 2023<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Index Funds<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>No exit load<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Satish Dondapati, Abhishek Bisen, Jeetu Valechha Sonar<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Satish Dondapati, Abhishek Bisen and Jeetu Valechha Sonar.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-3.11%<\/td>\n<td>-3.66%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>-3.52%<\/td>\n<td>-3.71%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>-3.93%<\/td>\n<td>-7.13%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>9.2%<\/td>\n<td>5.82%<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Recent performance has been weak in absolute terms, with both the 1-month and 3-month figures staying negative. Even so, the fund has held up slightly better than the benchmark in the short run, which tells us the decline has been milder than the broader reference index.<\/p>\n<p>The 1-year return is still negative, but it is less poor than the benchmark\u2019s 1-year decline. That points to a relative cushion rather than a strong absolute outcome. For investors, the important distinction is that the fund has not escaped volatility; it has only fallen somewhat less than the benchmark over the same period.<\/p>\n<p>The 3-year picture is more constructive. The fund\u2019s 3-year return is positive and also ahead of the benchmark, which suggests that the strategy has rewarded patience over a longer holding period. The gap between the recent one-year weakness and the stronger 3-year figure shows that momentum-led exposure can go through difficult stretches before a longer trend becomes visible.<\/p>\n<p>The 5-year figure is not available in a meaningful sense for this scheme, which is still relatively young. That means the clearest read comes from the 1-year and 3-year blocks: weaker near-term behavior, but a better longer-run compounding pattern than the benchmark.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Kotak_Nifty_200_Momentum_30_Index\"><\/span>Should you BUY or HOLD Kotak Nifty 200 Momentum 30 Index?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Kotak Nifty 200 Momentum 30 Index? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/kotak-nifty-200-momentum-30-index-fund-g-direct-plan\">Kotak Nifty 200 Momentum 30 Index Fund Direct Growth Plan<\/a><\/td>\n<td>-3.93%<\/td>\n<td>9.2%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-nasdaq-100-index-fund-g-direct-plan\">ICICI Pru NASDAQ 100 Index Fund Direct Growth Plan<\/a><\/td>\n<td>29.31%<\/td>\n<td>30.01%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/tata-nifty-capital-markets-index-fund-g-direct-plan\">Tata Nifty Capital Markets Index Fund Direct Growth Plan<\/a><\/td>\n<td>21.45%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-capital-market-index-fund-g-direct-plan\">Motilal Oswal Nifty Capital Market Index Fund Direct Growth Plan<\/a><\/td>\n<td>21.13%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-midsmall-financial-services-index-fund-g-direct-plan\">Motilal Oswal Nifty MidSmall Financial Services Index Fund Direct Growth Plan<\/a><\/td>\n<td>20.68%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-nifty-pharma-index-fund-g-direct-plan\">ICICI Pru Nifty Pharma Index Fund Direct Growth Plan<\/a><\/td>\n<td>17.57%<\/td>\n<td>18.84%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>The current fund\u2019s 1-year return is far below the strongest peer figures shown here, so the recent comparison is clearly soft. The longer view is more mixed: its 3-year return is positive and better than the two peer funds that have no 3-year figure available, but it still trails the stronger multi-year returns visible in the peer set. The short-term and longer-term stories are therefore different, which is typical of a momentum-style strategy that can move through sharp cycles.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Laurus Labs Ltd<\/td>\n<td>Healthcare<\/td>\n<td>5.95%<\/td>\n<\/tr>\n<tr>\n<td>Multi Commodity Exchange of India Limited<\/td>\n<td>Finance<\/td>\n<td>5.86%<\/td>\n<\/tr>\n<tr>\n<td>Shriram Finance Limited<\/td>\n<td>Finance<\/td>\n<td>5.33%<\/td>\n<\/tr>\n<tr>\n<td>Hindalco Industries Ltd.<\/td>\n<td>Non &#8211; Ferrous Metals<\/td>\n<td>5.09%<\/td>\n<\/tr>\n<tr>\n<td>Tata Steel Ltd.<\/td>\n<td>Iron &amp; Steel<\/td>\n<td>4.75%<\/td>\n<\/tr>\n<tr>\n<td>Cummins India Ltd.<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>4.5%<\/td>\n<\/tr>\n<tr>\n<td>NTPC Ltd<\/td>\n<td>Power<\/td>\n<td>4.49%<\/td>\n<\/tr>\n<tr>\n<td>Ge Vernova T&amp;D India Limited<\/td>\n<td>Capital Goods<\/td>\n<td>4.31%<\/td>\n<\/tr>\n<tr>\n<td>Vedanta Ltd.<\/td>\n<td>Non &#8211; Ferrous Metals<\/td>\n<td>4.3%<\/td>\n<\/tr>\n<tr>\n<td>Adani Power Ltd<\/td>\n<td>Power<\/td>\n<td>4.22%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 48.8% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/kotak-nifty-200-momentum-30-index-fund-g-direct-plan\">Kotak Nifty 200 Momentum 30 Index Fund Direct Growth Plan<\/a> page<\/p>\n<p>The largest holding is Laurus Labs Ltd at 5.95%, which is sizable but not dominant on its own. The gap from the first holding to the tenth holding is only modest, so the portfolio does not show a single outsized position at the top of the list.<\/p>\n<p>What matters more is the cluster of mid-single-digit weights across the basket. With 48.8% of the portfolio sitting in the displayed top 10 and 30 holdings disclosed in total, the fund appears meaningfully spread across many positions, even though the leading names may still have greater influence on short-run movement than the tail holdings.<\/p>\n<p>This kind of structure may suit investors who can tolerate a concentrated equity process without expecting broad diversification across a very large number of equal-weight positions. The balance of weights suggests a spread-out holding pattern, but not one that removes the impact of the larger names.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund fits investors with a high tolerance for equity volatility and a willingness to stay invested through uneven stretches. The negative 1-year return, positive 3-year return and high-risk tag together suggest that short holding periods may be uncomfortable, while a longer horizon gives the momentum approach more room to play out.<\/p>\n<p>It may be more suitable for someone who already has a diversified core and wants a satellite allocation linked to a momentum-style index. The main trade-off is that a strategy built around stronger recent performers can lag badly in some periods, even if the longer trend later improves. Investors need to accept that timing and cycle sensitivity may be more visible here than in a broad market fund.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>Exit load: No exit load.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 17 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Kotak_Nifty_200_Momentum_30_Index_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Kotak Nifty 200 Momentum 30 Index Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b914.4 as of 17 Sep 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_funds_1-year_3-year_and_5-year_returns\"><\/span>What are the fund\u2019s 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The 1-year return is -3.93%, the 3-year return is 9.2%, and the 5-year return is Data not available.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_the_fund_performed_versus_NIFTY_50\"><\/span>How has the fund performed versus NIFTY 50?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>It has done better than NIFTY 50 over 1 year and 3 years. The 1-year return is less negative than the benchmark, and the 3-year return is higher.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_it_compare_with_the_peer_funds_shown_here\"><\/span>How does it compare with the peer funds shown here?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Its 1-year return is weaker than the peer returns that are available, while its 3-year return is positive and better than the peer funds in this set that do not have a 3-year figure displayed. The comparison is mixed because the short-term and longer-term numbers do not tell the same story.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_minimum_SIP_amount\"><\/span>What is the minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The minimum SIP amount is \u20b9100.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund_and_what_is_the_exit_load\"><\/span>Who manages the fund and what is the exit load?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Satish Dondapati, Abhishek Bisen and Jeetu Valechha Sonar. There is no exit load.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Kotak Nifty 200 Momentum 30 Index Fund Direct Growth Plan has a weaker recent stretch but a better 3-year record, so its short-term and longer-term profiles are not the same. Against the peer set shown here, the latest 1-year figure is soft, while the 3-year return is more constructive. The fund carries a High Risk label and uses a concentrated momentum basket, so it is better viewed as a higher-volatility equity choice for investors who can hold through cycle swings.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 18 September 2026 at 1:27 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Kotak Nifty 200 Momentum 30 Index Fund Direct Growth Plan\",\"identifier\":\"kotak-nifty-200-momentum-30-index-fund-g-direct-plan\",\"category\":\"Index Funds\",\"dateCreated\":\"15 Jun 2023\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":14.4,\"valueReference\":\"as of 17 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"601 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.29\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":-3.93},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":9.2},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Satish Dondapati, Abhishek Bisen, Jeetu Valechha Sonar\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Kotak Nifty 200 Momentum 30 Index Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b914.4 as of 17 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The 1-year return is -3.93%, the 3-year return is 9.2%, and the 5-year return is Data not available.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund performed versus NIFTY 50?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has done better than NIFTY 50 over 1 year and 3 years. The 1-year return is less negative than the benchmark, and the 3-year return is higher.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with the peer funds shown here?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is weaker than the peer returns that are available, while its 3-year return is positive and better than the peer funds in this set that do not have a 3-year figure displayed. The comparison is mixed because the short-term and longer-term numbers do not tell the same story.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Satish Dondapati, Abhishek Bisen and Jeetu Valechha Sonar. There is no exit load.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Kotak Nifty 200 Momentum 30 Index Fund Direct Growth Plan has a \u20b914.4 NAV, \u20b9601 Cr AUM and High Risk tag. Its 1Y return is -3.93% and 3Y return is 9.2%.<\/p>\n","protected":false},"author":38,"featured_media":256909,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-256911","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["256909"],"rank_math_title":["Kotak Nifty 200 Momentum 30 Fund Review"],"rank_math_description":["Kotak Nifty 200 Momentum 30 Index Fund Direct Growth Plan review: NAV \u20b914.4, 1Y -3.93%, 3Y 9.2%."],"rank_math_focus_keyword":["Kotak Nifty 200 Momentum 30 Index Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Kotak_Nifty_200_Momentum_30_Index_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/256911","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=256911"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/256911\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/256909"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=256911"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=256911"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=256911"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}