Kotak Mahindra Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund

Equity Fund
High Risk
Last Updated: 03 Jun 2026
AUM: ₹5 Cr
Assets under management (AUM) is the total market value of the investments that a person or entity manages on behalf of clients. Assets under management definitions and formulas vary by company.
NAV: ₹10.25
-0.58%
NAV, or Net Asset Value, is the value of an investment fund’s assets minus its liabilities. It is calculated by dividing the total value of the fund’s assets by the number of outstanding shares. It is used as an indicator of a fund’s performance and can be compared to its previous NAVs.
  • 3 Months
  • 6 Months
  • 1 Year
  • 2 Years
  • 3 Years
  • 5 Years
  • 7 Years
  • 10 Years
  • Returns Since Inception
  • 6 M
  • 1 Y
  • 3 Y
  • 5 Y
  • 7 Y
  • 10 Y
  • RSI
3.32% Annual returns
Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund
Performance Graph
As on 03 Jun 2026 
| Data Source - Value research
Fund Definition: To provide capital appreciation by majorly investing in companies forming part of Nifty 500 Multicap Momentum Quality 50 Index

Returns (as on 03 Jun 2026)

Calculate Historical Returns

Calculate
Please wait.
Absolute Returns
Invest Now

About Kotak Mahindra Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund

Kotak Mahindra Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund is a Equity Funds launched on 16-04-2025, designed to offer long-term capital growth by investing in a mix of high-quality assets. The fund currently manages an AUM of over ₹5 Cr, with a Net Asset Value (NAV) of ₹10.25 (as of 03 Jun 2026).

Over time, Kotak Mahindra Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund has shown stable growth with For longer horizons, it has delivered Return Since Inception (RSI) of 2.25%, highlighting its consistent performance track record.

The performance of Equity Funds like Kotak Mahindra Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund highlights why many investors consider a ULIP Plan as part of their broader financial planning strategy.

Highlights of Kotak Mahindra Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund

  • It is benchmarked against the Nifty 500 Multicap Momentum Quality 50 Index, which delivered 0% in the same period.
  • Since its launch on 16-04-2025, Kotak Mahindra Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund has achieved a Return Since Inception (RSI) of 2.25%.

More Funds from Kotak Mahindra Life

Fund name AUM sort icon 1Y sort icon
Kotak Mahindra Life
Classic Opportunities Fund
₹13,553 Cr 1.41% Get Details
Kotak Mahindra Life
Mid Cap Advantage Fund
₹1,763 Cr 10.53% Get Details
Kotak Mahindra Life
Dynamic Bond Fund
₹1,209 Cr 0.02% Get Details
Kotak Group Secure Capital Fund ₹777 Cr 0.01% Get Details
Kotak Group Prudent Fund ₹734 Cr 0.05% Get Details
Kotak Opportunities ₹628 Cr 0.84% Get Details
Kotak Mahindra Life
Money Market Fund
₹444 Cr 5.93% Get Details
Kotak Dynamic Floor ₹273 Cr 0.3% Get Details
See more plans

Top 10 Equity Funds

Fund name
Returns
YTD% 3Y 5Y 10Y
Axis Max Life High Growth Pension Fund 0.02% 22.85% 22% 20% Get Details
PNB MetLife Mid Cap Fund 4.76% 24.16% 21.88% Get Details
Tata AIA Life Multi Cap Fund 17.08% 21% 22% Get Details
Canara HSBC Life Emerging Leaders Equity Fund 1.67% 21.8% 18.74% Get Details
Axis Max Life High Growth Fund 0.2% 22.91% 18.73% 18.26% Get Details
HDFC Life Discovery Fund 1.08% 20.54% 17.8% Get Details
Tata AIA Life Top 200 Fund 18.45% 17.7% 17.5% Get Details
Tata AIA Life Whole Life Mid Cap Equity Fund 1.25% 21.65% 17.36% 17.58% Get Details
SBI Life Midcap Fund 20.11% 17.3% Get Details
Bandhan Life Opportunity Fund 15.28% 16.55% Get Details
See more plans

Peer Comparison

  • Overview
  • Returns
Fund name AUM sort icon 1Y sort icon
SBI Life Equity Fund ₹77,698 Cr - Get Details
SBI Life Midcap Fund ₹57,040 Cr 5.87% Get Details
ICICI Prudential Life Maximiser Fund V ₹50,571 Cr - Get Details
HDFC Life Opportunities Fund ₹35,377 Cr 1.72% Get Details
SBI Life Bond Pension II ₹28,724 Cr 0.76% Get Details
SBI Life Balanced Fund ₹20,171 Cr - Get Details
ICICI Prudential Life Multi Cap Growth Fund ₹18,521 Cr - Get Details
SBI Life Bond Fund ₹16,641 Cr 1.17% Get Details
HDFC Life Discovery Fund ₹13,470 Cr 5.91% Get Details
Max New York Life Super Growth ₹12,943 Cr - Get Details
See more plans
Fund name
Returns
YTD% 3Y 5Y 10Y
SBI Life Equity Fund 8.73% 8.53% 10.82% Get Details
SBI Life Midcap Fund 20.11% 17.3% Get Details
ICICI Prudential Life Maximiser Fund V 9.88% 10.31% 10.47% Get Details
HDFC Life Opportunities Fund 16.11% 13.36% 14.37% Get Details
SBI Life Bond Pension II 0.14% 5.58% 4.97% 6.2% Get Details
SBI Life Balanced Fund 7.09% 6.9% 9.18% Get Details
ICICI Prudential Life Multi Cap Growth Fund 12.86% 11.07% 10.54% Get Details
SBI Life Bond Fund 0.08% 5.91% 5.22% 6.56% Get Details
HDFC Life Discovery Fund 1.08% 20.54% 17.8% Get Details
Max New York Life Super Growth 10.04% 9.14% 12.1% Get Details
See more plans

Invest in a Ulip Plan Today and Watch Your Money Grow Invest in a Ulip Plan Today and Watch Your Money Grow

Top ULIP Funds

Fund name
Returns
YTD% 3Y 5Y 10Y
Aviva Pension PSU Fund 0.91% 26.9% 23.1% 16.59% Get Details
Aviva PSU 0.78% 26.17% 22.63% 16.25% Get Details
Axis Max Life High Growth Pension Fund 0.02% 22.85% 22% 20% Get Details
PNB MetLife Mid Cap Fund 4.76% 24.16% 21.88% Get Details
Tata AIA Life Multi Cap Fund 17.08% 21% 22% Get Details
Reliance Pension Energy Fund 2 6.55% 23.54% 19.91% 17.63% Get Details
Reliance Life Energy Fund 2 6.87% 23.27% 19.9% 17.57% Get Details
Reliance Life Energy Fund 1 6.37% 23.44% 19.79% 17.43% Get Details
Canara HSBC Life Emerging Leaders Equity Fund 1.67% 21.8% 18.74% Get Details
Axis Max Life High Growth Fund 0.2% 22.91% 18.73% 18.26% Get Details
See more plans

Latest ULIP Funds

Fund name Current NAV Launch Date 5Yr Returns Benchmark 5Yr Returns
Axis Max Life High Growth Pension Fund 10.05 Cr 08-10-2025 22% 24.6 % Get Details
Canara HSBC Life Pension Nifty Alpha 50 Index Fund 10.3 Cr 04-09-2025 16.1% 18.9 % Get Details

Investment Return Calculator (Power of Compounding)
  • One Time
  • Monthly
  • Yearly

Invest For (in Years)

1 30

Stay invested for (in Years)

1 30

Expected rate of return (in %)

1 35
 
YOU INVEST
YOU GET
Funds with High Returns (Past 7 Years)
Opportunities Fund
14.37%
Opportunities Fund
Whole Life Mid Cap Equity Fund
17.58%
Whole Life Mid Cap Equity Fund
Accelerator Mid-Cap Fund II
13.92%
Accelerator Mid-Cap Fund II
View Plans

Frequently Asked Questions
Kotak Mahindra Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund
Kotak Mahindra Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund is a Equity Funds launched on 16-04-2025. It aims to provide long-term capital growth by investing in a diversified portfolio.
As of 03 Jun 2026, the Net Asset Value (NAV) of Kotak Mahindra Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund is ₹10.25.
Kotak Mahindra Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund is suitable for investors looking for moderate risk and stable long-term returns without full exposure to equity market volatility.
Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund is not Shariah-compliant.
Kotak Mahindra Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund has been in the market since 16-04-2025, providing a long and reliable performance history.

To provide capital appreciation by majorly investing in companies forming part of Nifty 500 Multicap Momentum Quality 50 Index
Over the past year, Kotak Mahindra Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund has delivered a return of approximately 0% CAGR, making it a competitive performer.
Kotak Mahindra Life Kotak Nifty 500 Multicap Momentum Quality 50 Index Pension Fund is benchmarked against the Nifty 500 Multicap Momentum Quality 50 Index, which delivered about 17.92% return in the same period. The fund has underperformed its benchmark in recent years.

View more FAQ's

*The Returns in ULIP plans are subject to market risk and are not guaranteed. The investment risk in the policy is borne by the policyholder. The actual returns can vary depending on the performance of the chosen fund, charges towards mortality, allocation, policy admin, cost of riders, etc. The 4% and 8% illustration is neither the minimum or maximum limit that you may get as a policyholder.

*The maturity amount of Rs 1 Cr. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 8% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product. For more details on risk factors, terms and conditions, please read the sales brochure carefully before concluding a sale.

*The maturity amount of Rs 50 Lakhs. is for a 30 year old healthy individual investing Rs 10,000/- per month for 30 years, with assumed rates of returns @ 4% p.a. that is not guaranteed and is not the upper or lower limits as the value of your policy depends on a number of factors including future investment performance. The investment risk in the portfolio is borne by the policyholder. Life insurance is available in this product.

˜The insurers/plans mentioned are arranged in order of highest to lowest first year premium (sum of individual single premium and individual non-single premium) offered by Policybazaar’s insurer partners offering life insurance investment plans on our platform, as per ‘first year premium of life insurers as at 31.03.2025 report’ published by IRDAI. Policybazaar does not endorse, rate or recommend any particular insurer or insurance product offered by any insurer. For complete list of insurers in India refer to the IRDAI website www.irdai.gov.in

^Returns as on 10th Jan'25. 18% returns for Tata AIA Life Top 200 for the last 10 years.The past performance is not necessarily indicative of future performance. Source: Morningstar

++Source -: Google Review Rating available on: http://bit.ly/3J20bXZ

All Data Source: Value Research

TERMS AND CONDITIONS APPLY.For more details on risk factors, terms, and conditions, please read the sales brochure and benefit illustration carefully before concluding a sale.

Policybazaar is a registered Insurance Broker | Registration No. 742, Registration Code No. IRDA/ DB 797/ 19, Valid till 09/06/2024, License category- Direct Broker (Life & General) |CIN: U74999HR2014PTC053454 | Registered Office - Plot No.119, Sector - 44, Gurgaon, Haryana – 122001 |Visitors are hereby informed that their information submitted on the website may be shared with insurers. Product information is authentic and solely based on the information received from the insurers.©️ Copyright 2008-2026 policybazaar.com. All Rights Reserved

Invest ₹10K/Month & Get ₹1 Crore# Tax-Free*
*under 10(10D)
Close
Download the Policybazaar app
to manage all your insurance needs.
INSTALL
Claude
top

Become a Crorepati

Invest ₹10K/Month & Get ₹1 Crore# Returns

Mobile +91
*T&C Applied.