Kotak Nifty 100 Equal Weight Index Fund Direct growth
Equity • Index • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Index
Direct growth
Launched On
23 Dec 2024
0.1 years ago
Lock-in Period
No lock-in
NAV
as of 21 Jan 2025
₹9.64
-1.6228% (-0.10)
AUM
₹0 Cr
Expense ratio
0.23%
Benchmark
NIFTY 100 Equal Weighted Index
Fund Plan
Get access to more insightful information
By signing up to Upstox today
Tax info and exit load
Taxes
Units held less than 1Y
20.00%
Units held more than 1Y
12.50%
Exit Load
If units sold anytime
0%
Distribution
Asset split
What's in this fund?
Sectors
Holdings
Financial Services
23.94%
Consumer Cyclical
11.97%
Basic Materials
10.84%
Consumer Defensive
10.15%
Industrials
9.88%
Fund House
Kotak Mahindra
Inc: 29 Dec 1998 • Total AUM: ₹4,16,847 Cr • Rank #4
Kotak Mahindra Mutual Fund, started in 1998, has Kotak Mahindra Bank as its sponsor. The fund house is headed by Nilesh Shah as the CEO. As of 31 March 2024, it has an AUM of ₹4,12,221 Cr. The fund house has over 8.1 million investor accounts and more than 50,000 empanelled distributors.
Fund Managers
Devender Singhal
Experience: 5.70 yrs • Total AUM: 2,77,563 Cr
Satish Dondapati
Experience: 5.70 yrs • Total AUM: 23,385 Cr
Abhishek Bisen
Experience: 16.81 yrs • Total AUM: 9,92,977 Cr
Risk
Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.
Other top rated funds
UTI Nifty Next 50 Index Fund
Equity • Index • Direct Growth
3Y CAGR
15.03%
Expense ratio
0.35%
Tracking error
Below Average
Fund size
High
ICICI Prudential Nifty Next 50 Index
Equity • Index • Direct Growth
3Y CAGR
14.90%
Expense ratio
0.31%
Tracking error
Average
Fund size
High
SBI Nifty Index Fund
Equity • Index • Direct Growth
3Y CAGR
10.38%
Expense ratio
0.2%
Tracking error
Low
Fund size
High
UTI Nifty 50 Index Fund
Equity • Index • Direct Growth
3Y CAGR
10.38%
Expense ratio
0.17%
Tracking error
Low
Fund size
High
HDFC Nifty 50 Index Fund
Equity • Index • Direct Growth
3Y CAGR
10.35%
Expense ratio
0.2%
Tracking error
Low
Fund size
High
1 / 5
Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.