{"id":15484,"date":"2025-11-20T15:54:08","date_gmt":"2025-11-20T10:24:08","guid":{"rendered":"https:\/\/www.torusdigital.com\/toruscope\/?p=15484"},"modified":"2025-11-20T15:54:08","modified_gmt":"2025-11-20T10:24:08","slug":"kotak-nifty-500-momentum-50-index-fund-nfo","status":"publish","type":"post","link":"https:\/\/www.torusdigital.com\/toruscope\/news\/kotak-nifty-500-momentum-50-index-fund-nfo\/","title":{"rendered":"Kotak Nifty500 Momentum 50 Index Fund NFO: A Factor-Investing Opportunity for 2025"},"content":{"rendered":"

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Kotak Mahindra Mutual Fund<\/a> has launched a new passive strategy \u2014 Kotak Nifty500 Momentum 50 Index Fund, open for subscription from 20th November to 4th December 2025. This very high-risk index fund tracks the Nifty500 Momentum 50 Index<\/a>, offering exposure to stocks selected based on momentum factors, i.e., securities showing strong recent performance trends.<\/p>\n

Momentum investing aims to capture return persistence, making this NFO attractive for investors who prefer rule-based, objective, and quantitative strategies.<\/p>\n

<\/span>Key NFO Details<\/strong><\/span><\/h2>\n\n\n\n\n\n\n\n\n\n\n\n\n\n\n
Detail<\/strong><\/td>\nInformation<\/strong><\/td>\n<\/tr>\n
Fund Name<\/strong><\/td>\nKotak Nifty500 Momentum 50 Index Fund<\/td>\n<\/tr>\n
NFO Period<\/strong><\/td>\n20 Nov 2025 to 04 Dec 2025<\/td>\n<\/tr>\n
Allotment Date<\/strong><\/td>\n11 Dec 2025<\/td>\n<\/tr>\n
Category<\/strong><\/td>\nEquity \u2013 Other Equity Index<\/td>\n<\/tr>\n
Risk Level<\/strong><\/td>\nVery High<\/td>\n<\/tr>\n
Fund Type<\/strong><\/td>\nOpen-ended<\/td>\n<\/tr>\n
Benchmark<\/strong><\/td>\nNifty500 Momentum 50 Index<\/td>\n<\/tr>\n
Minimum Investment<\/strong><\/td>\n\u20b910,000 (lumpsum), \u20b93,000 (SIP)<\/td>\n<\/tr>\n
Exit Load<\/strong><\/td>\n0%<\/td>\n<\/tr>\n
Short term capital gains (STCG)<\/strong><\/td>\nReturns taxed at 20% if you redeem before 1 year<\/td>\n<\/tr>\n
Long term capital gains (LTCG)<\/strong><\/td>\nAfter 1 year, returns above \u20b91.25 lakh in a financial year are taxed at 12.5%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

<\/span>Investment Objective<\/strong><\/span><\/h3>\n

The scheme seeks to provide returns that correspond to the performance of the Nifty500 Momentum 50 Index, subject to tracking errors.<\/p>\n

This factor-based index identifies and allocates to the top 50 momentum-driven stocks within the Nifty 500<\/a> universe.<\/p>\n

<\/span>How Does This Compare with the Category?<\/strong><\/span><\/h3>\n\n\n\n\n\n\n\n\n\n\n
Time Period<\/strong><\/td>\nCategory Avg. Returns (CAGR)<\/strong><\/td>\n<\/tr>\n
1 Year<\/td>\n9.07%<\/td>\n<\/tr>\n
2 Years<\/td>\n4.39%<\/td>\n<\/tr>\n
3 Years<\/td>\n8.22%<\/td>\n<\/tr>\n
4 Years<\/td>\n9.05%<\/td>\n<\/tr>\n
5 Years<\/td>\n8.98%<\/td>\n<\/tr>\n
7 Years<\/td>\n9.27%<\/td>\n<\/tr>\n
10 Years<\/td>\n7.37%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Momentum-based index funds have historically outperformed during trending markets but may lag in sideways or volatile phases.<\/p>\n

<\/span>Should You Invest in This NFO?<\/strong><\/span><\/h3>\n

You may consider this NFO if:<\/p>\n