myplexus

NFO Monitor

Fund Fact

Name of Funds:

Kotak Nifty 200 Momentum 30 Index

Opening:

25th May 2023

Closing:

8th June 2023

Minimum Investment:

Rs. 5000/- and in multiples of Rs 1 for purchases and of Re 0.01 for switches.

Plan:

Regular and Direct

Options:

Growth and IDCW

Entry Load:

Nil

Exit Load:

Nil

Fund Stats

Objective:

The investment objective of the scheme is to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking error.

Benchmark:

NIFTY 200

Fund Manager:

Devender Singhal, Satish Dondapati, Abhishek Bisen

Asset Allocation

95-100% Equity upto 5% Money Market

upto 5% Debt Nil Others

Comparable existing schemes

Motilal Oswal Nifty 200 Momentum 30 Index Fund	2.41(6M)	17.91(1Y)
Edelweiss Nifty 100 Quality 30 Index Fund	4.76(6M)	17.76(1Y)

Fund Prognosis

Idea Distiller

A very different category in a very high potential segment. Active management of this segment would have been tough but an index is an easy way out.

Fund House AAUM:
Rs. 29159323.58 Lakhs (as on 31st March 2023)
Fund Manager:
Combined experience of above 22 years

Scheme DNA 4 fundamentals

Uniqueness

Return

Risk

Operability

Oomph Factor

Very rich pickings for the investors willing to stay the distance. I will buy.

We provide a range of tools and financial know-how that can help you make the most of your short-term and long-term investment goals.

Important Links

Fund

Snapshot

Company

Registered with AMFI AMFI Registration No: 2654 Initial Registration Date: 19th March 2003 Validity: 14th May 2025 to 23rd May 2028