Kotak Nifty 100 Low Volatility 30 Index Fund Direct growth
Equity • Index • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Index
Direct growth
Launched On
07 Jun 2024
0.5 years ago
Lock-in Period
No lock-in
NAV
as of 03 Dec 2024
₹10.45
+0.3814% (0.10)
AUM
₹59 Cr
Expense ratio
0.32%
Benchmark
Nifty 100 Low Volatility 30
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%
Units held more than 1Y
12.5%
Exit Load
If units sold anytime
0%
What's in this fund?
Sectors
Holdings
Consumer Defensive
18.46%
Healthcare
17.40%
Financial Services
16.79%
Consumer Cyclical
14.47%
Technology
13.23%
Fund House
Kotak Mahindra
Inc: 29 Dec 1998 • Total AUM: ₹4,13,850 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: 5.56 yrs • Total AUM: 2,64,126 Cr
Satish Dondapati
Experience: 5.56 yrs • Total AUM: 21,480 Cr
Abhishek Bisen
Experience: 16.67 yrs • Total AUM: 9,57,905 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
19.80%
Expense ratio
0.36%
Tracking error
Below Average
Fund size
High
ICICI Prudential Nifty Next 50 Index
Equity • Index • Direct Growth
3Y CAGR
19.78%
Expense ratio
0.31%
Tracking error
Below Average
Fund size
High
SBI Nifty Index Fund
Equity • Index • Direct Growth
3Y CAGR
13.52%
Expense ratio
0.2%
Tracking error
Low
Fund size
High
UTI Nifty 50 Index Fund
Equity • Index • Direct Growth
3Y CAGR
13.52%
Expense ratio
0.19%
Tracking error
Low
Fund size
High
ICICI Prudential Nifty 50 Index Fund
Equity • Index • Direct Growth
3Y CAGR
13.49%
Expense ratio
0.17%
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.