Compare Kotak Nifty500 Momentum 50 Index Fund vs HDFC Focused Fund
Risk
Very High
Very High
Rating
-
5.0
Min SIP Amount
₹100
₹100
Expense Ratio
0.52
1.61
NAV
₹9.91
₹251.41
Fund Started
20 Nov 2025
20 Aug 2004
Fund Size
₹21.73 Cr
₹26182.15 Cr
Exit Load
-
Exit load of 1% if redeemed within 1 year
1 Year
-
-1.88%
3 Year
-
16.27%
5 Year
-
17.84%
Equity
100.62%
90.72%
Cash
-0.62%
9.08%
Top 10 Holdings
Hindalco Industries Ltd. | 5.24% |
Eicher Motors Ltd. | 4.84% |
Shriram Finance Ltd | 4.80% |
Bajaj Finance Ltd. | 4.74% |
Bharti Airtel Ltd. | 4.53% |
BSE Ltd. | 4.39% |
Mahindra & Mahindra Ltd. | 4.32% |
Asian Paints Ltd. | 4.24% |
Maruti Suzuki India Ltd. | 4.06% |
TVS Motor Company Ltd. | 3.44% |
ICICI Bank Ltd. | 9.02% |
HDFC Bank Ltd. | 8.41% |
Axis Bank Ltd. | 7.27% |
State Bank of India | 5.76% |
Kotak Mahindra Bank Ltd. | 5.53% |
HCL Technologies Ltd. | 3.89% |
Bharti Airtel Ltd. | 3.69% |
SBI Life Insurance Company Ltd. | 3.58% |
Maruti Suzuki India Ltd. | 3.58% |
Eternal Ltd. | 3.53% |
Name
-
-
Start Date
-
-
Description
The scheme seeks to provide returns that, before expenses, corresponds to the total returns of the securities as represented by the underlying index, subject to tracking errors.
The scheme seeks to generate long term capital appreciation/income by investing in equity & equity related instruments of up to 30 companies.
Launch Date
20 Nov 2025
20 Aug 2004