Showing Funds Performance since Sep 07, 2020

| Duration | Fund Return(%) | Category Average(%) | Category Best(%) |
|---|---|---|---|
| 1M | -0.67 | -1.05 | 12.88 |
| 6M | -2.45 | 1.17 | 73.24 |
| 1Y | 2.96 | 4.43 | 178.75 |
| 3Y | 0.00 | 14.09 | 264.78 |
Kotak Nifty 50 Equal Weight Index Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹59 Crore. The fund benchmarks its performance against the Nifty 50 Equal Weight Total Return while maintaining an expense ratio of 2.05. 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.
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.
| Fund Name | Ratings | AUM | Expense Ratio |
|---|---|---|---|
| Tata Nifty Auto Index Fund Growth | 0 | 94.67 CR | 1.08 |
| HDFC Nifty Top 20 Equal Weight Index Fund Growth | 0 | 83.91 CR | 0.84 |
| Kotak Nifty 50 Equal Weight Index Fund Growth | 0 | 59.19 CR | 2.05 |
| ICICI Prudential Silver ETF Growth | 0 | 14714.8 CR | 0.4 |
| HDFC Silver ETF Growth | 0 | 7649.03 CR | 0.5 |
| Fund Name | 1Y | 3Y |
|---|---|---|
| This FundTata Nifty Auto Index Fund Growth | 6.738 | 0 |
| This FundHDFC Nifty Top 20 Equal Weight Index Fund Growth | -7.6746 | 0 |
| This FundKotak Nifty 50 Equal Weight Index Fund Growth | 2.9579 | 0 |
| This FundICICI Prudential Silver ETF Growth | 177.375 | 262.3597 |
| This FundHDFC Silver ETF Growth | 175.6558 | 264.7811 |