What stocks does Kotak Nifty500 Momentum 50 Index Fund hold?

Kotak Nifty500 Momentum 50 Index Fund holds a portfolio of Indian equity stocks disclosed monthly by Kotak Mutual Fund to AMFI. The complete current holdings with weights and month-over-month changes are available on this page. Data is sourced from official AMFI portfolio disclosures.

Which AMC manages Kotak Nifty500 Momentum 50 Index Fund?

Kotak Nifty500 Momentum 50 Index Fund is managed by Kotak Mutual Fund, a SEBI-registered Asset Management Company in India.

What category is Kotak Nifty500 Momentum 50 Index Fund?

Kotak Nifty500 Momentum 50 Index Fund is classified as a Index/ETF mutual fund under SEBI's mutual fund categorisation framework.

How often is Kotak Nifty500 Momentum 50 Index Fund portfolio data updated?

Portfolio holdings for Kotak Nifty500 Momentum 50 Index Fund are updated monthly. SEBI mandates all AMCs to disclose their complete portfolio within 10 days of each month end. RightAdvise sources this data directly from official AMFI portfolio disclosures.

← Kotak Mutual Fund

Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - Growth

Index/ETF Data as of Aug 2026 Comparing Jul 2026 → Aug 2026

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Stocks Held

Aug 2026

Equity Holdings

₹26.39 Cr

Equity only, excl. debt & cash

AAUM

₹21.81 Cr

Apr-Jun 2026 · Direct + Regular

Top 5 Weight

26.1%

Moderate

Top 10 Weight

45.7%

Moderate

Changes

0 new · 0 exits

Top Sector

Electrical Equipment

18.2% of portfolio

Launch Date

20 Nov 2025

1 years old

AAUM (Average Assets Under Management) of ₹21.81 Cr for Apr-Jun 2026 is the combined figure across Direct and Regular plans — sourced from AMFI India's quarterly disclosure. Equity Holdings above shows only the stock portion from the latest portfolio filing.

📋 What Happened This Month Among existing holdings, Multi Commodity Exchange of India Limited saw the biggest increase — now at 5.75% of the portfolio. BSE Limited was trimmed the most, now at 4.05%. Multi Commodity Exchange of India Limited remains the top holding with Electrical Equipment the dominant sector at 18.2%. ↓ Scroll down for full holdings, sector allocation and month-on-month changes in detail.

How Has the NAV Performed?

1 year history · Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - Growth

-3.62%

-2.38%

+11.17%

—

Latest NAV

₹10.02

15 Sep 2026

52W High

₹10.60

-5% from High

52W Low

₹8.67

+16% from Low

Crisis Period Behaviour

"Pre-inception" = fund didn't exist during that period.

2024–25 Tariff

Pre-inception

Rec: N/A

COVID-19 Crash

Pre-inception

Rec: N/A

2022 Rate Hike

Pre-inception

Rec: N/A

2018 IL&FS

Pre-inception

Rec: N/A

NAV Chart ₹10.02 15 Sep 2026

Simple Moving Avg: Click to draw · click again to remove

Kotak Nifty500 Momentum 50 Index Fund - Direct Plan - Growth

Chart shows indexed performance (base = 100). Actual NAV: ₹10.02

Sector Shift Industry allocation month-over-month

Jun 2026 → Jul 2026

Sector	Prev	Curr ▼	Delta
Electrical Equipment	19.4%	18.0%	▼ -1.3%
Pharmaceuticals & Biotechnology	11.8%	12.9%	▲ +1.2%
Industrial Products	13.0%	12.6%	▼ -0.5%
Capital Markets	11.4%	11.0%	▼ -0.5%
Non - Ferrous Metals	8.3%	8.5%	▲ +0.2%
Power	8.4%	8.4%	● +0.0%
Banks	6.2%	6.6%	▲ +0.4%
Finance	6.4%	6.5%	▲ +0.1%
Auto Components	4.4%	4.6%	▲ +0.1%
Telecom - Services	4.3%	3.9%	▼ -0.4%

Jul 2026 → Aug 2026

Sector	Prev	Curr ▼	Delta
Electrical Equipment	18.0%	18.2%	▲ +0.2%
Pharmaceuticals & Biotechnology	12.9%	13.0%	● +0.0%
Industrial Products	12.6%	12.7%	● +0.1%
Capital Markets	11.0%	11.4%	▲ +0.4%
Non - Ferrous Metals	8.5%	8.6%	▲ +0.1%
Power	8.4%	7.3%	▼ -1.1%
Finance	6.5%	6.5%	● +0.1%
Banks	6.6%	6.3%	▼ -0.2%
Telecom - Services	3.9%	4.5%	▲ +0.6%
Auto Components	4.6%	4.3%	▼ -0.2%

↑

Biggest Add

Multi Commodity Exchange of India Limited

+1.01% · now 5.75%

↓

Biggest Trim

BSE Limited

-0.64% · now 4.05%

What Changed in the Portfolio This Month?

Comparing Jul 2026 → Aug 2026

Jul 2026 → Aug 2026

↑ 25 Increased ↓ 22 Decreased

#	Stock	Sector	Jul 2026	Aug 2026	Change
1	Multi Commodity Exchange of India Limited ₹1.51 Cr	Capital Markets	4.74%	5.75%	+1.01%
2	Ather Energy Limited ₹63.04 L	Automobiles	1.84%	2.40%	+0.56%
3	Welspun Corp Limited ₹47.49 L	Industrial Products	1.30%	1.81%	+0.51%
4	HFCL Limited ₹64.00 L	Telecom - Services	1.98%	2.44%	+0.46%
5	Apar Industries Limited ₹37.00 L	Electrical Equipment	1.20%	1.41%	+0.21%
6	Steel Authority of India Limited ₹42.47 L	Ferrous Metals	1.46%	1.62%	+0.16%
7	Bharat Heavy Electricals Limited ₹91.30 L	Electrical Equipment	3.33%	3.48%	+0.15%
8	Navin Fluorine International Limited ₹41.38 L	Chemicals & Petrochemicals	1.43%	1.58%	+0.15%
9	KEI Industries Limited ₹42.88 L	Industrial Products	1.49%	1.63%	+0.14%
10	National Aluminium Company Limited ₹69.71 L	Non - Ferrous Metals	2.54%	2.66%	+0.12%
11	Vodafone Idea Limited ₹52.73 L	Telecom - Services	1.90%	2.01%	+0.11%
12	Glenmark Pharmaceuticals Limited ₹43.92 L	Pharmaceuticals & Biotechnology	1.57%	1.67%	+0.10%
13	Shriram Finance Limited ₹1.37 Cr	Finance	5.14%	5.23%	+0.09%
14	Finolex Cables Limited ₹11.72 L	Industrial Products	0.37%	0.45%	+0.08%
15	Craftsman Automation Limited ₹20.38 L	Auto Components	0.71%	0.78%	+0.07%
16	Laurus Labs Limited ₹1.49 Cr	Pharmaceuticals & Biotechnology	5.61%	5.67%	+0.06%
17	Sai Life Sciences Limited ₹24.57 L	Pharmaceuticals & Biotechnology	0.88%	0.94%	+0.06%
18	CG Power and Industrial Solutions Limited ₹76.64 L	Electrical Equipment	2.87%	2.92%	+0.05%
19	Netweb Technologies India Limited ₹13.65 L	IT - Services	0.47%	0.52%	+0.05%
20	R R Kabel Limited ₹12.74 L	Industrial Products	0.45%	0.49%	+0.04%
21	Anand Rathi Wealth Limited ₹30.57 L	Capital Markets	1.14%	1.17%	+0.03%
22	Hitachi Energy India Limited ₹74.95 L	Electrical Equipment	2.84%	2.86%	+0.02%
23	Hindustan Copper Limited ₹25.76 L	Non - Ferrous Metals	0.96%	0.98%	+0.02%
24	Syrma SGS Technology Limited ₹16.15 L	Industrial Manufacturing	0.61%	0.62%	+0.01%
25	Honasa Consumer Limited ₹8.04 L	Personal Products	0.30%	0.31%	+0.01%

#	Stock	Sector	Jul 2026	Aug 2026	Change
1	BSE Limited ₹1.06 Cr	Capital Markets	4.69%	4.05%	-0.64%
2	Cummins India Limited ₹1.16 Cr	Industrial Products	4.97%	4.41%	-0.56%
3	Adani Energy Solutions Limited ₹70.77 L	Power	3.26%	2.70%	-0.56%
4	Adani Power Limited ₹1.09 Cr	Power	4.60%	4.14%	-0.46%
5	Bharat Forge Limited ₹82.18 L	Auto Components	3.41%	3.13%	-0.28%
6	The Federal Bank Limited ₹99.13 L	Banks	3.97%	3.78%	-0.19%
7	Torrent Pharmaceuticals Limited ₹70.57 L	Pharmaceuticals & Biotechnology	2.84%	2.69%	-0.15%
8	Thermax Limited ₹25.28 L	Electrical Equipment	1.11%	0.96%	-0.15%
9	Kirloskar Oil Engines Limited ₹33.02 L	Industrial Products	1.37%	1.26%	-0.11%
10	NLC India Limited ₹12.33 L	Power	0.55%	0.47%	-0.08%
11	Schneider Electric Infrastructure Limited ₹12.07 L	Electrical Equipment	0.53%	0.46%	-0.07%
12	GE Vernova T&D India Limited ₹1.11 Cr	Electrical Equipment	4.28%	4.22%	-0.06%
13	The Great Eastern Shipping Company Limited ₹15.69 L	Transport Services	0.65%	0.60%	-0.05%
14	Aditya Birla Capital Limited ₹34.19 L	Finance	1.34%	1.30%	-0.04%
15	Karur Vysya Bank Limited ₹35.87 L	Banks	1.40%	1.37%	-0.03%
16	Acutaas Chemicals Ltd ₹35.46 L	Pharmaceuticals & Biotechnology	1.38%	1.35%	-0.03%
17	Belrise Industries Ltd. ₹11.34 L	Auto Components	0.46%	0.43%	-0.03%
18	Granules India Limited ₹16.74 L	Pharmaceuticals & Biotechnology	0.66%	0.64%	-0.02%
19	Polycab India Limited ₹68.76 L	Industrial Products	2.63%	2.62%	-0.01%
20	Bank of Maharashtra ₹20.79 L	Banks	0.80%	0.79%	-0.01%
21	RBL Bank Limited ₹10.38 L	Banks	0.41%	0.40%	-0.01%
22	Gujarat Mineral Development Corporation Limited ₹5.05 L	Minerals & Mining	0.20%	0.19%	-0.01%

What Stocks Does This Fund Hold?

50 stocks — Aug 2026

#	Stock	Sector	Weight & Value
1	Multi Commodity Exchange of India Limited ₹1.51 Cr	Capital Markets	5.75%
2	Laurus Labs Limited ₹1.49 Cr	Pharmaceuticals & Biotechnology	5.67%
3	Shriram Finance Limited ₹1.37 Cr	Finance	5.23%
4	Hindalco Industries Limited ₹1.31 Cr	Non - Ferrous Metals	4.99%
5	Cummins India Limited ₹1.16 Cr	Industrial Products	4.41%
6	GE Vernova T&D India Limited ₹1.11 Cr	Electrical Equipment	4.22%
7	Adani Power Limited ₹1.09 Cr	Power	4.14%
8	BSE Limited ₹1.06 Cr	Capital Markets	4.05%
9	The Federal Bank Limited ₹99.13 L	Banks	3.78%
10	Bharat Heavy Electricals Limited ₹91.30 L	Electrical Equipment	3.48%
11	Bharat Forge Limited ₹82.18 L	Auto Components	3.13%
12	CG Power and Industrial Solutions Limited ₹76.64 L	Electrical Equipment	2.92%
13	Hitachi Energy India Limited ₹74.95 L	Electrical Equipment	2.86%
14	Adani Energy Solutions Limited ₹70.77 L	Power	2.70%
15	Torrent Pharmaceuticals Limited ₹70.57 L	Pharmaceuticals & Biotechnology	2.69%
16	National Aluminium Company Limited ₹69.71 L	Non - Ferrous Metals	2.66%
17	Polycab India Limited ₹68.76 L	Industrial Products	2.62%
18	HFCL Limited ₹64.00 L	Telecom - Services	2.44%
19	Ather Energy Limited ₹63.04 L	Automobiles	2.40%
20	Vodafone Idea Limited ₹52.73 L	Telecom - Services	2.01%
21	ABB India Limited ₹48.89 L	Electrical Equipment	1.86%
22	Welspun Corp Limited ₹47.49 L	Industrial Products	1.81%
23	Glenmark Pharmaceuticals Limited ₹43.92 L	Pharmaceuticals & Biotechnology	1.67%
24	KEI Industries Limited ₹42.88 L	Industrial Products	1.63%
25	Steel Authority of India Limited ₹42.47 L	Ferrous Metals	1.62%
26	Navin Fluorine International Limited ₹41.38 L	Chemicals & Petrochemicals	1.58%
27	Apar Industries Limited ₹37.00 L	Electrical Equipment	1.41%
28	Karur Vysya Bank Limited ₹35.87 L	Banks	1.37%
29	Acutaas Chemicals Ltd ₹35.46 L	Pharmaceuticals & Biotechnology	1.35%
30	Aditya Birla Capital Limited ₹34.19 L	Finance	1.30%
31	Kirloskar Oil Engines Limited ₹33.02 L	Industrial Products	1.26%
32	Anand Rathi Wealth Limited ₹30.57 L	Capital Markets	1.17%
33	Hindustan Copper Limited ₹25.76 L	Non - Ferrous Metals	0.98%
34	Thermax Limited ₹25.28 L	Electrical Equipment	0.96%
35	Sai Life Sciences Limited ₹24.57 L	Pharmaceuticals & Biotechnology	0.94%
36	Bank of Maharashtra ₹20.79 L	Banks	0.79%
37	Craftsman Automation Limited ₹20.38 L	Auto Components	0.78%
38	Granules India Limited ₹16.74 L	Pharmaceuticals & Biotechnology	0.64%
39	Syrma SGS Technology Limited ₹16.15 L	Industrial Manufacturing	0.62%
40	The Great Eastern Shipping Company Limited ₹15.69 L	Transport Services	0.60%
41	Netweb Technologies India Limited ₹13.65 L	IT - Services	0.52%
42	R R Kabel Limited ₹12.74 L	Industrial Products	0.49%
43	NLC India Limited ₹12.33 L	Power	0.47%
44	Schneider Electric Infrastructure Limited ₹12.07 L	Electrical Equipment	0.46%
45	Finolex Cables Limited ₹11.72 L	Industrial Products	0.45%
46	Belrise Industries Ltd. ₹11.34 L	Auto Components	0.43%
47	RBL Bank Limited ₹10.38 L	Banks	0.40%
48	Aditya Birla Sun Life AMC Limited ₹10.01 L	Capital Markets	0.38%
49	Honasa Consumer Limited ₹8.04 L	Personal Products	0.31%
50	Gujarat Mineral Development Corporation Limited ₹5.05 L	Minerals & Mining	0.19%