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Showing Funds Performance since Sep 07, 2020

Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹59 Cr

Lock In Period

N/A

Expense Ratio

0.72

Benchmark

Nifty 50 Equal Weight Total Return

Exit Load

Nil

Summary

Latest details for Kotak Nifty 50 Equal Weight Index Fund Growth include a ₹10.948 NAV as of Apr 27,2026 and returns since inception of --%. Minimum investments start at SIP ₹100. The Kotak Nifty 50 Equal Weight Index Fund Growth AUM is ₹59 Cr, with a lock-in of N/A years, expense ratio of 0.72%, and benchmark Nifty 50 Equal Weight Total Return. Exit load is - Nil. In the growth review for 1M Month/Year, the fund recorded 6.66% returns, against a category average of 0.12% and a category best of 18.80%.

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M6.660.1218.80
6M-2.790.7264.58
1Y5.423.83142.83
3Y0.0011.80213.84

Portfolio Analysis

  • Equity: 101.49%
  • Debt: -1.49%
  • Others
As on: 2026-03-31
View allocation % by

1. Wipro Ltd.2.06%
2. TATA CONSULTANCY SERVICES LTD.2.03%
3. Infosys Ltd.2.02%
4. HCL Technologies Ltd.2.02%
5. Tech Mahindra Ltd.1.99%

1. AXIS BANK LTD.2.02%
2. ICICI BANK LTD.1.99%
3. KOTAK MAHINDRA BANK LTD.1.99%
4. HDFC BANK LTD.1.98%

1. SUN PHARMACEUTICAL INDUSTRIES LTD.2.07%
2. Cipla Ltd.2.07%
3. Dr.Reddy's Laboratories Ltd.2.05%

1. Tata Steel Ltd.2.08%
2. JSW Steel Ltd.2.05%

1. Grasim Industries Ltd.2.07%
2. Ultratech Cement Ltd.2.06%

1. Apollo Hospitals Enterprise Ltd.2.07%
2. Max Healthcare Institute Ltd.2.05%

1. Maruti Suzuki India Limited2.04%
2. Mahindra & Mahindra Ltd.2.02%

1. HDFC Life Insurance Company Ltd2.03%
2. SBI Life Insurance Company Ltd2.00%

1. Bajaj Auto Ltd.2.04%
2. Eicher Motors Ltd.1.98%

1. SHRIRAM FINANCE LIMITED2.00%
2. BAJAJ FINANCE LTD.1.95%

1. Oil And Natural Gas Corporation Ltd.2.20%

1. Hindalco Industries Ltd.2.13%

1. Coal India Limited2.11%

1. TITAN COMPANY LTD.2.10%

1. Larsen and Toubro Ltd.2.06%

1. Power Grid Corporation of India Ltd.2.05%

1. Nestle India Ltd.2.05%

1. BHARTI AIRTEL LTD.2.05%

1. Hindustan Unilever Ltd.2.04%

1. ITC Ltd.2.04%

1. NTPC LTD2.04%

1. Trent Ltd2.03%

1. Asian Paints(India) Ltd.2.02%

1. Adani Ports and Special Economic Zone Limited2.02%

1. Adani Enterprises Ltd2.00%

1. Bharat Electronics Ltd.2.00%

1. TATA CONSUMER PRODUCTS LTD.1.99%

1. JIO FINANCIAL SERVICES LTD1.99%

1. ETERNAL LIMITED1.99%

1. Bajaj Finserv Ltd.1.98%

1. TATA MOTORS PASSENGER VEHICLES LTD1.97%

1. Inter Globe Aviation Ltd1.97%

1. STATE BANK OF INDIA.1.97%

1. RELIANCE INDUSTRIES LTD.1.96%

About Fund

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 0.72. 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 NameRatingsAUMExpense Ratio
This FundUTI Nifty200 Quality 30 Index Fund Growth0534.42 CR1.09
This FundMirae Asset Nifty Energy ETF Growth0234.02 CR0.18
This FundKotak Nifty 50 Equal Weight Index Fund Growth059.11 CR0.72
This FundKotak Silver ETF Growth03319.12 CR0.35
This FundICICI Prudential Silver ETF Growth014511.43 CR0.4
Fund Name1Y3Y
This FundUTI Nifty200 Quality 30 Index Fund Growth1.14830
This FundMirae Asset Nifty Energy ETF Growth00
This FundKotak Nifty 50 Equal Weight Index Fund Growth5.42220
This FundKotak Silver ETF Growth142.2481212.9954
This FundICICI Prudential Silver ETF Growth142.8313213.8362

FAQs

Kotak Nifty 50 Equal Weight Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Kotak Nifty 50 Equal Weight Index Fund Growth is 0.72. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Nifty 50 Equal Weight Index Fund Growth’s fund performance is as follows:
  • 1 Month : 6.66%
  • 6 Months : -2.79%
  • 1 Year : 5.42%
  • 3 Years : 0.00%
Returns of Kotak Nifty 50 Equal Weight Index Fund Growth are updated daily based on NAV of ₹ 10.948 as on Apr 27,2026. Since inception, the return has been 0.00%.

You can invest in Kotak Nifty 50 Equal Weight Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Kotak Nifty 50 Equal Weight Index Fund Growth is ₹59 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Nifty 50 Equal Weight Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
Min Inv Amount: ₹500