Kotak Nifty 50 Equal Weight Index Fund Growth Return
- 1M
- 3M
- 6M
- 1Y
- 3Y
- 5Y
This Fund:
Sensex:
BankFD:
Showing Funds Performance since Sep 07, 2020
Kotak Nifty 50 Equal Weight Index Fund Growth Fund Overview
SIP ₹100 & Lump. ₹100
₹61 Cr
N/A
1.03
Nil
Nifty 50 Equal Weight Total Return
Kotak Nifty 50 Equal Weight Index Fund Growth Calculate Returns
You would have got
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Growth Review
| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | 0.91 | -0.06 | 12.79 |
| 6M | -0.68 | 2.07 | 27.54 |
| 1Y | 4.02 | 4.72 | 92.22 |
| 3Y | 0.00 | 14.20 | 178.96 |
Portfolio Analysis
- Equity: 99.94%
- Debt: 0.06%
- Others
About Fund Kotak Nifty 50 Equal Weight Index Fund Growth
Kotak Nifty 50 Equal Weight Index Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹61 Crore. The fund benchmarks its performance against the Nifty 50 Equal Weight Total Return while maintaining an expense ratio of 1.03. Under the expert guidance of Jeetu Valechha Sonar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.
Fund Managers
Jeetu Valechha Sonar
Mr. Jeetu Valechha Sonar holds B.com. He has more than 11 years experience in Commodity and Equity dealing and advisory. Prior to joining Kotak AMC Limited, he has worked as institutional dealer with Kotak Securities Ltd. and is part of Kotak Group since 2014.
Peer Comparison
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Angel One Nifty Total Market Index Fund Growth | 0 | 60 CR | 1.1 |
| HDFC NIFTY LargeMidcap 250 Index Fund Growth | 0 | 447 CR | 0.72 |
| Kotak Nifty 50 Equal Weight Index Fund Growth | 0 | 60 CR | 1.03 |
| Kotak Silver ETF Growth | 0 | 3,461 CR | 0.35 |
| ICICI Prudential Silver ETF Growth | 0 | 13,863 CR | 0.4 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundAngel One Nifty Total Market Index Fund Growth | -0.344 | 0 |
| This FundHDFC NIFTY LargeMidcap 250 Index Fund Growth | 1.4371 | 0 |
| This FundKotak Nifty 50 Equal Weight Index Fund Growth | 4.0191 | 0 |
| This FundKotak Silver ETF Growth | 91.5683 | 178.395 |
| This FundICICI Prudential Silver ETF Growth | 91.8497 | 178.9553 |
Kotak Nifty 50 Equal Weight Index Fund Growth FAQs
- 1 Month : 0.91%
- 6 Months : -0.68%
- 1 Year : 4.02%
- 3 Years : 0.00%
