Kotak Nifty 50 Equal Weight Index Growth Direct Plan
SIP amount
Min. ₹100
Lumpsum amount
Min. ₹100

Kotak Nifty 50 Equal Weight Index Growth Direct Plan

NAV
₹10.9680
-1.30%
(23 Jan)
AUM
31 Cr
TER
0.22%
Risk
Very High Risk
Insights
Total Expense Ratio (TER) is in the bottom 25% of comparable funds
Net Asset Value (NAV) is above its 200 days moving average
In beta. Send feedback here.
Compare with other fund
1Y
+23.1%
+19.5%
+10.9%
+9.2%
-0.3%
3Y
+30.7%
+28.2%
NA
+23.1%
+22.7%
5Y
NA
NA
NA
NA
NA
ALL
+35.3%
+26.2%
+8.9%
+19.6%
+19.2%
VOL
20.1%
16.5%
12.7%
16.9%
18.1%
TER
0.4%
0.4%
0.2%
0.3%
0.4%
AUM
₹1,283 Cr
₹194 Cr
₹31 Cr
₹584 Cr
₹1,407 Cr
INFO
1.75
1.59
0.70
1.16
1.06
Past performance
Past performance is no guarantee of future returns.
Had you invested
Over the last
1Y
3Y
ALL
Your returns would have been
Kotak Nifty 50 Equal Weight Index (G)
₹1,00,00,00,000
14.0%
Fixed deposit
₹40,00,00,000
6.0%
Bank savings
₹40,00,00,000
3.0%
See fund holdings as of 31st Dec
Top holdings
Tata Steel Ltd
2.1%
JSW Steel Ltd
2.1%
Shriram Finance Ltd
2.1%
Axis Bank Ltd
2.1%
Bajaj Auto Ltd
2.0%
Oil & Natural Gas Corp Ltd
2.0%
Mahindra & Mahindra Ltd
2.0%
Tata Motors Passenger Vehicles Ltd
2.0%
Kotak Mahindra Bank Ltd
2.0%
NTPC Ltd
2.0%
Top industry exposure
Financial Services
22.1%
Consumer Cyclical
16.1%
Basic Materials
12.2%
Healthcare
9.9%
Technology
9.8%
Other information
Minimum SIP
₹100
Minimum lumpsum
₹100
Additional lumpsum
₹100
Portfolio turnover
79%
Lock-in period
-
Exit load
No exit load
Fund objective
The investment objective of the scheme is to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking errors.
Fund manager(s)
Abhishek Bisen
Devender Singhal
Satish Dondapati

FAQs