Description

Kotak Nifty500 Momentum 50 Index Fund will be available for ongoing subscription, redemption, SIP, STP, and SWP transactions on BSE StAR MF Platform from December 18, 2025.

Summary

BSE has announced that the KOTAK NIFTY500 MOMENTUM 50 INDEX FUND will reopen for ongoing subscription and redemption transactions on the BSE StAR MF Platform effective December 18, 2025. The scheme will support various transaction facilities including SIP (Systematic Investment Plan), STP (Systematic Transfer Plan), and SWP (Systematic Withdrawal Plan). This follows the earlier notice No. 20251119-30. Six plan variants are available covering both Regular and Direct plans with Growth and IDCW (Income Distribution cum Capital Withdrawal) options.

Key Points

  • Scheme reopening date: December 18, 2025
  • All six plan variants will be available: Regular Plan (Growth, IDCW Reinvestment, IDCW Payout) and Direct Plan (Growth, IDCW Reinvestment, IDCW Payout)
  • Subscription and redemption facilities enabled
  • SIP, STP, and SWP facilities available
  • Scheme category: Equity
  • Platform: BSE StAR MF
  • Reference to previous notice: 20251119-30

Scheme Details

Sr. No.Scheme NameScheme CategoryISIN
1KOTAK NIFTY500 MOMENTUM 50 INDEX FUND - REGULAR PLAN - GROWTHEQUITYINF174KA1YF1
2KOTAK NIFTY500 MOMENTUM 50 INDEX FUND - REGULAR PLAN - IDCW REINVESTMENTEQUITYINF174KA1YH7
3KOTAK NIFTY500 MOMENTUM 50 INDEX FUND - REGULAR PLAN - IDCW PAYOUTEQUITYINF174KA1YG9
4KOTAK NIFTY500 MOMENTUM 50 INDEX FUND - DIRECT PLAN - GROWTHEQUITYINF174KA1YC8
5KOTAK NIFTY500 MOMENTUM 50 INDEX FUND - DIRECT PLAN - IDCW REINVESTMENTEQUITYINF174KA1YE4
6KOTAK NIFTY500 MOMENTUM 50 INDEX FUND - DIRECT PLAN - IDCW PAYOUTEQUITYINF174KA1YD6

Regulatory Changes

No regulatory changes. This is an operational update regarding the reopening of an existing mutual fund scheme for transactions.

Compliance Requirements

  • BSE members and mutual fund distributors should update their systems to enable transactions for this scheme
  • Investors can access the scheme through the BSE StAR MF Platform from December 18, 2025
  • All transaction types (subscription, redemption, SIP, STP, SWP) must be enabled for the listed ISIN codes

Important Dates

  • Notice Date: December 17, 2025
  • Scheme Reopening Date: December 18, 2025
  • Effective Date for Ongoing Transactions: December 18, 2025

Impact Assessment

Market Impact: Minimal. This is a routine operational announcement affecting only mutual fund transactions on the BSE platform.

Investor Impact: Positive for investors interested in momentum-based index investing. Provides access to the Nifty500 Momentum 50 Index through a passive investment vehicle with both regular and direct plan options.

Operational Impact: BSE StAR MF platform participants need to ensure their systems are updated to facilitate transactions in this scheme from December 18, 2025. The availability of systematic investment facilities (SIP, STP, SWP) enhances convenience for investors seeking automated investment strategies.

Impact Justification

Routine operational update about mutual fund scheme reopening for transactions. Affects only investors interested in this specific Kotak index fund scheme on BSE platform.