NRI from all over the world (excluding U.S.A. & Canada) can invest in this fund
SBNRI is a certified Mutual Fund distributor registered with Association of Mutual Funds in India (AMFI) with Reg. No. 246671
₹9.99
0.75%
NAV as on 18 Feb 26, 12:00 AM
very high risk
flexi cap
equity
NAV as on 18 Feb 26, 12:00 AM
very high risk
flexi cap
equity
0.00%p.a.
Last 1Y
0.00%p.a.
Last 3Y
0.00%p.a.
Last 5Y
-0.06%p.a.
Since Inception
About Kotak Nifty500 Momentum 50 Index Fund -Growth for NRIs
NRIs can achieve long-term capital appreciation by investing in the Kotak Nifty500 Momentum 50 Index Fund -Growth scheme from Kotak Mahindra Asset Management Company Limited. It is a Flexi Cap mutual fund scheme that predominantly invests in Flexi Cap stocks of companies. Launched on Dec 2025, Kotak Nifty500 Momentum 50 Index Fund -Growth is Flexi Cap fund of its category with 15.19 Cr fund under management as on Feb 2026. The expense ratio of this fund is less than that of most other Fund category Flexi Cap funds.
- Kotak Nifty500 Momentum 50 Index Fund -Growth delivered 0.0% annual returns during the last year. It has delivered -0.1% average annual returns since the fund was launched.
- Kotak Nifty500 Momentum 50 Index Fund -Growth scheme tends to consistently deliver higher returns than most schemes in the same category.
- The scheme has predominantly invested in equity
Fund Objective
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.
Top 10 Holdings
GE T&D India Ltd
1.45%
Asahi India Glass Ltd
0.48%
Asian Paints Ltd
4.25%
Bajaj Finance Ltd
4.74%
Bharti Airtel Ltd
4.77%
Canara Bank
2.13%
Choice International Ltd
0.21%
Cholamandalam Investment & Finance Company Ltd
1.90%
City Union Bank Ltd
0.96%
Cummins India Ltd
2.21%
Fund Managers
- Abhishek Bisen (Nov 2025 - Present)
- Devender Singhal (Nov 2025 - Present)
- Satish Dondapati (Nov 2025 - Present)
Key Information
View Scheme Document
Kotak Nifty500 Momentum 50 Index Fund -Growth SIP Calculator
If invested
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For a period of
Investment of ₹0 could have been
₹0(+0.0%)
₹0 (+0.0%)
This Fund
₹0 (+0.0%)
Fixed Deposit
NRI Mutual Fund Tax on Kotak Nifty500 Momentum 50 Index Fund -Growth
Just like for resident investors, capital gains from mutual fund investments are subject to income tax for NRI investors.
| Fund Type | Short-term Capital Gains (STCG) Tax | Long-term Capital Gains (LTCG) Tax |
|---|---|---|
| Equity mutual funds | 15% | 10% (above Rs. 1 lakh LTCG) without indexation* |
| Debt & other types of funds | At tax slab rate | 20% with indexation benefits |
How can NRIs invest in Kotak Nifty500 Momentum 50 Index Fund -Growth?
NRIs and OCIs can download the SBNRI app to invest in mutual funds from the country of their residence. Here are a few simple steps you need to take:
- Complete your NRI KYC: Type in your personal details and attach supporting documents, like:
- PAN Number
- Overseas address proof: Any of – Water/electricity bill, postpaid mobile/internet bill, rent agreement, driving license, etc.
- Passport – front and back
- Passport size photograph
- signature
If all details are correct, your KYC will be approved within 7 to 8 business days.
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing in Kotak Nifty500 Momentum 50 Index Fund -Growth
- Onboarding: After KYC, you need to share the following details to complete onboarding process and start investing:
- City and country of birth
- NRE/NRO bank account statement/ canceled cheque for the latest 3 months
- Nominee details
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Frequently Asked Questions
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