Kotak Nifty500 Momentum 50 Index Fund vs Nippon India Nifty 500 Momentum 50 Index Fund
Direct Plan, Growth option · Data as on 30-10-2026
Kotak Nifty500 Momentum 50 Index Fund is an Index fund and Nippon India Nifty 500 Momentum 50 Index Fund is a mutual fund. Kotak Nifty500 Momentum 50 Index Fund charges 0.68% a year and Nippon India Nifty 500 Momentum 50 Index Fund 0.60% (Direct plans). Their portfolios overlap 99.8%: they hold 50 of the same securities.
Kotak Nifty500 Momentum 50 Index Fund
Index
- Expense ratio
- 0.68%
- NAV
- ₹9.75
Nippon India Nifty 500 Momentum 50 Index Fund
- Expense ratio
- 0.60%
- NAV
- ₹8.08
Which is better, Kotak Nifty500 Momentum 50 Index or Nippon India Nifty 500 Momentum 50 Index? Key differences
It depends on what you want from the fund. These are the differences in numbers, from the data on this page.
- Nippon India Nifty 500 Momentum 50 Index costs less: 0.60% a year against 0.68% (Direct plans).
- Nippon India Nifty 500 Momentum 50 Index fell less in its worst fall since 18-12-2025: −14.3% against −14.4%.
- Nippon India Nifty 500 Momentum 50 Index is the larger fund: ₹1,277 Cr against ₹27 Cr.
- Their portfolios overlap 99.8%: 50 of the same holdings.
Past returns do not promise future returns. This page is information, not investment advice.
Key facts
From each fund's scheme summary document and AMFI
| Fact | Kotak Nifty500 Momentum 50 Index Fund | Nippon India Nifty 500 Momentum 50 Index Fund |
|---|---|---|
| Fund house | Kotak Mahindra Mutual Fund | Nippon India Mutual Fund |
| Category | Index | Not available |
| AUM | ₹27 Cr (30-09-2026) | ₹1,277 Cr (30-09-2026) |
| NAV | ₹9.75 (Direct) | ₹8.08 (Direct) |
| Expense ratio (Direct) | 0.68% | 0.60% |
| Expense ratio (Regular) | 1.00% | 1.23% |
| Riskometer | Very High | Not available |
| Benchmark | Nifty 500 Momentum 50 TRI | Not available |
| Launch date | 11-12-2025 | Not available |
| Minimum investment | ₹100 | Not available |
| Lock in | None | Not available |
| Fund managers | Satish Dondapati, Abhishek Bisen, Jeetu Valechha Sonar | Not available |
| Exit load | NIL | Not available |
Kotak Nifty500 Momentum 50 Index vs Nippon India Nifty 500 Momentum 50 Index: Returns Comparison
Returns as on 30-10-2026. Up to one year they are absolute returns. Longer periods are a rate per year.
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y |
|---|---|---|---|---|---|---|---|
| Kotak Nifty500 Momentum 50 Index Fund (Direct) | −2.40% | −1.52% | −0.23% | -- | -- | -- | -- |
| Nippon India Nifty 500 Momentum 50 Index Fund (Direct) | −2.40% | −1.51% | +0.31% | −3.68% | -- | -- | -- |
Kotak Nifty500 Momentum 50 Index vs Nippon India Nifty 500 Momentum 50 Index: Year-wise Returns
| Year | Kotak Nifty500Kotak Nifty500 Momentum 50 Index | Nippon India Nifty 500Nippon India Nifty 500 Momentum 50 Index | Nifty500 Momentum 50 TRI |
|---|---|---|---|
| 2026to date | −2.03% | −1.49% | −1.59% |
| 2025 | -- | −8.28% | −7.61% |
Kotak Nifty500 Momentum 50 Index vs Nippon India Nifty 500 Momentum 50 Index: Rolling Returns
Every holding period of both funds, against Nifty500 Momentum 50 TRI, the benchmark of both
Kotak Nifty500 Momentum 50 Index vs Nippon India Nifty 500 Momentum 50 Index: Risk and Drawdowns
How much each fund swings, and the worst fall over the same days
Risk and return
| Measure | Kotak Nifty500 Momentum 50 Index Fund (Direct) | Nippon India Nifty 500 Momentum 50 Index Fund (Direct) |
|---|---|---|
| Return (CAGR) | −2.21% | −9.93% |
| Standard deviation | 20.33% | 20.37% |
| Sharpe ratio | -0.37 | -0.77 |
| Sortino ratio | -0.50 | -1.02 |
| Maximum drawdown | −14.4% (23-03-2026) | −31.7% (07-04-2025) |
| Beta | 1.00 | 1.00 |
| Alpha | −0.69% | −0.40% |
From daily NAVs, 18-12-2025 to 30-10-2026. Standard deviation: how much the daily value swings, scaled to a year. Sharpe: return above the risk-free rate (NSE's overnight rate index) per unit of swing. Sortino: the same, counting only the falls. Beta and alpha compare each fund with its own benchmark's TRI.
Drawdowns
How far below its previous high each one was on every day: the falls an investor had to sit through. 0% means it was at a new high.
Kotak Nifty500 Momentum 50 Index Fund (Direct)
Nippon India Nifty 500 Momentum 50 Index Fund (Direct)
Nifty500 Momentum 50 TRI
| Fund | Worst fall | High before it | Bottom | Back at the high | Time to climb back | Below its high today |
|---|---|---|---|---|---|---|
| Kotak Nifty500 Momentum 50 Index Fund (Direct) | −14.4% | 23-12-2025 | 23-03-2026 | 07-05-2026 | 45 days | −8.0% |
| Nippon India Nifty 500 Momentum 50 Index Fund (Direct) | −14.3% | 23-12-2025 | 23-03-2026 | 07-05-2026 | 45 days | −8.0% |
| Nifty500 Momentum 50 TRI | −14.2% | 23-12-2025 | 23-03-2026 | 07-05-2026 | 45 days | −8.0% |
From daily values since 18-12-2025, the first day every fund has.
Kotak Nifty500 Momentum 50 Index vs Nippon India Nifty 500 Momentum 50 Index: Portfolio Overlap
From each fund's latest monthly portfolio: Kotak Nifty500 Momentum 50 Index Fund, September 2026; Nippon India Nifty 500 Momentum 50 Index Fund, September 2026
Holdings in common
- Overlap
- 99.8%
- Held by both
- 50
- Only in Kotak Nifty500 Momentum 50 Index
- 0
- Only in Nippon India Nifty 500 Momentum 50 Index
- 0
| Security | % of Kotak Nifty500 Momentum 50 Index | % of Nippon India Nifty 500 Momentum 50 Index |
|---|---|---|
| Laurus Labs Ltd | 6.17% | 6.16% |
| MULTI COMMODITY EXCHANGE OF INDIA LIMITED | 5.86% | 5.85% |
| SHRIRAM FINANCE LIMITED | 4.87% | 4.86% |
| Hindalco Industries Ltd. | 4.87% | 4.86% |
| ADANI POWER LTD | 4.48% | 4.47% |
| Cummins India Ltd. | 4.32% | 4.32% |
| GE VERNOVA T&D INDIA LIMITED | 4.20% | 4.19% |
| BSE LTD | 4.02% | 4.01% |
| FEDERAL BANK LTD. | 3.55% | 3.54% |
| Bharat Heavy Electricals Ltd. | 3.43% | 3.43% |
| BHARAT FORGE LTD. | 3.01% | 3.01% |
| CG Power and Industrial Solutions Ltd. | 2.86% | 2.86% |
| HITACHI ENERGY INDIA LTD. | 2.74% | 2.73% |
| TORRENT PHARMACEUTICALS LTD. | 2.69% | 2.68% |
| ADANI ENERGY SOLUTIONS LTD. | 2.63% | 2.63% |
| National Aluminium Company Ltd. | 2.50% | 2.49% |
| polycab India Limited | 2.34% | 2.34% |
| HFCL LTD | 2.32% | 2.33% |
| Welspun Corp Limited | 2.16% | 2.16% |
| ATHER ENERGY LTD | 2.10% | 2.09% |
| Vodafone Idea Ltd | 1.91% | 1.91% |
| ABB India Ltd. | 1.74% | 1.74% |
| Glenmark Pharmaceuticals Ltd | 1.66% | 1.65% |
| Steel Authority of India Ltd. | 1.58% | 1.58% |
| NAVIN FLUORINE INTERNATIONAL LTD. | 1.58% | 1.57% |
| Ami Organics Ltd | 1.47% | 1.47% |
| Apar Industries Ltd. | 1.46% | 1.46% |
| Kirloskar Oil Engines Ltd. | 1.45% | 1.45% |
| KEI Industries Ltd. | 1.34% | 1.34% |
| KARUR VYSYA BANK LTD. | 1.34% | 1.34% |
| ADITYA BIRLA CAPITAL LTD | 1.27% | 1.27% |
| Anand Rathi Wealth Ltd. | 1.18% | 1.18% |
| SAI LIFE SCIENCES LIMITED | 1.03% | 1.03% |
| HINDUSTAN COPPER LTD. | 0.93% | 0.93% |
| Thermax Ltd. | 0.88% | 0.88% |
| BANK OF MAHARASHTRA | 0.81% | 0.80% |
| SYRMA SGS TECHNOLOGY LTD | 0.80% | 0.80% |
| CRAFTSMAN AUTOMATION LTD | 0.76% | 0.76% |
| The Great Eastern Shipping Company Ltd. | 0.75% | 0.75% |
| Granules India Ltd. | 0.69% | 0.68% |
| Finolex Cables Ltd. | 0.55% | 0.55% |
| NLC India Ltd. (Neyveli Lignite Corporation Ltd.) | 0.48% | 0.48% |
| Schneider Electric Infrastructure Ltd | 0.48% | 0.48% |
| NETWEB TECHNOLOGIES INDIA LTD. | 0.48% | 0.48% |
| BELRISE INDUSTRIES LTD. | 0.47% | 0.47% |
| R R KABEL LTD | 0.44% | 0.44% |
| RBL BANK LTD. | 0.44% | 0.44% |
| Aditya Birla Sun Life AMC Ltd | 0.38% | 0.38% |
| HONASA CONSUMER LTD. | 0.29% | 0.29% |
| Gujarat Mineral Development Corporation Ltd. | 0.18% | 0.18% |
Overlap: for each holding both funds own, the smaller of its two weights, added up. 99.8% means 99.8% of each fund's money sits in positions the other also holds. Matched by ISIN. Cash and hedged positions are left out.
Largest holdings only in Kotak Nifty500 Momentum 50 Index Fund
Every holding of this fund is also held by the other.
Largest holdings only in Nippon India Nifty 500 Momentum 50 Index Fund
Every holding of this fund is also held by the other.
Asset and sector split
Share of each fund, from its latest monthly portfolio
Asset allocation
| Asset | Kotak Nifty500 Momentum 50 Index | Nippon India Nifty 500 Momentum 50 Index |
|---|---|---|
| Equity | 99.9% | 99.8% |
| Debt | 0.0% | 0.0% |
| Cash and others | 0.1% | 0.2% |
Market cap of stocks
| Market cap | Kotak Nifty500 Momentum 50 Index | Nippon India Nifty 500 Momentum 50 Index |
|---|---|---|
| Large Cap | 42.9% | 42.8% |
| Mid Cap | 35.7% | 35.6% |
| Small Cap | 21.3% | 21.3% |
Share of the whole fund. Groups follow AMFI's latest list: Large Cap is the 100 largest companies, Mid Cap the next 150, Small Cap the rest.
Largest sectors
| Sector | Kotak Nifty500 Momentum 50 Index | Nippon India Nifty 500 Momentum 50 Index |
|---|---|---|
| Electrical Equipment | 17.8% | 17.8% |
| Pharmaceuticals and Biotechnology | 13.7% | 0.0% |
| Pharmaceuticals & Biotechnology | 0.0% | 13.7% |
| Industrial Products | 12.6% | 12.6% |
| Capital Markets | 11.4% | 11.4% |
| Non - Ferrous Metals | 8.3% | 8.3% |
| Power | 7.6% | 7.6% |
The six largest sectors of each fund's stocks, % of the fund.
Kotak Nifty500 Momentum 50 Index vs Nippon India Nifty 500 Momentum 50 Index: Expense Ratio
What each plan charges a year, from AMFI's expense ratio file
| Charge | Kotak Nifty500 Momentum 50 Index Fund | Nippon India Nifty 500 Momentum 50 Index Fund |
|---|---|---|
| Total expense ratio (Direct) | 0.68% | 0.60% |
| Base expense ratio (Direct) | 0.16% | 0.21% |
| Total expense ratio (Regular) | 1.00% | 1.23% |
| Base expense ratio (Regular) | 0.44% | 0.75% |
The expense ratio comes out of the fund's assets every day, so every return on this page is already after it. Base expense ratio: the fund house's own fee. The total adds brokerage, transaction costs, and levies with GST.
Kotak Nifty500 Momentum 50 Index Fund vs Nippon India Nifty 500 Momentum 50 Index Fund: Frequently Asked Questions
What is the difference between Kotak Nifty500 Momentum 50 Index Fund and Nippon India Nifty 500 Momentum 50 Index Fund?
Kotak Nifty500 Momentum 50 Index Fund is an Index fund, Nippon India Nifty 500 Momentum 50 Index Fund is a mutual fund, run by Kotak Mahindra Mutual Fund and Nippon India Mutual Fund. Their portfolios overlap 99.8%. Kotak Nifty500 Momentum 50 Index Fund charges 0.68% a year and Nippon India Nifty 500 Momentum 50 Index Fund 0.60%.
Which has the lower expense ratio, Kotak Nifty500 Momentum 50 Index Fund or Nippon India Nifty 500 Momentum 50 Index Fund?
Nippon India Nifty 500 Momentum 50 Index Fund charges less: 0.60% a year against 0.68%. These are the Direct plans' total expense ratios reported to AMFI.
How much do Kotak Nifty500 Momentum 50 Index Fund and Nippon India Nifty 500 Momentum 50 Index Fund overlap?
99.8%. They hold 50 of the same securities, the largest shared ones being LAURUSLABS, MCX, SHRIRAMFIN. From each fund's latest monthly portfolio.
Can I invest in both Kotak Nifty500 Momentum 50 Index Fund and Nippon India Nifty 500 Momentum 50 Index Fund?
Yes. 99.8% of each fund's money sits in the same holdings, so a large part of the two investments would move together.
Sources: NAV and expense ratio from AMFI. Holdings from each fund house's monthly portfolio statement. Fund facts from each scheme summary document.
This page is information, not investment advice. Mutual fund investments are subject to market risks; read all scheme related documents carefully. Past returns do not promise future returns. Figures come from AMFI, NSE, BSE and each fund house's own documents.