Kotak Nifty 50 Equal Weight Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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BankFD:

Showing Funds Performance since Sep 07, 2020

Kotak Nifty 50 Equal Weight Index Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹64 Cr

Lock In Period

N/A

Expense Ratio

1

Exit Load

Nil

Benchmark

Nifty 50 Equal Weight Total Return

Kotak Nifty 50 Equal Weight Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-4.56-2.004.21
6M1.264.8130.38
1Y0.544.5087.49
3Y0.0022.91220.48

Portfolio Analysis

  • Equity: 99.77%
  • Debt: 0.23%
  • Others
As on: 2026-07-31
View allocation % by

1. HCL Technologies Ltd.2.35%
2. Tech Mahindra Ltd.2.20%
3. TATA CONSULTANCY SERVICES LTD.2.18%
4. Infosys Ltd.2.08%
5. Wipro Ltd.2.05%

1. ICICI BANK LTD.2.03%
2. KOTAK MAHINDRA BANK LTD.1.87%
3. HDFC BANK LTD.1.84%
4. AXIS BANK LTD.1.73%

1. SUN PHARMACEUTICAL INDUSTRIES LTD.2.07%
2. Cipla Ltd.1.99%
3. Dr.Reddy's Laboratories Ltd.1.68%

1. Bajaj Auto Ltd.2.30%
2. Eicher Motors Ltd.2.01%

1. Mahindra & Mahindra Ltd.2.16%
2. Maruti Suzuki India Limited2.09%

1. BAJAJ FINANCE LTD.2.24%
2. SHRIRAM FINANCE LIMITED2.00%

1. Apollo Hospitals Enterprise Ltd.2.03%
2. Max Healthcare Institute Ltd.1.98%

1. Ultratech Cement Ltd.2.03%
2. Grasim Industries Ltd.1.93%

1. JSW Steel Ltd.2.01%
2. Tata Steel Ltd.1.94%

1. SBI Life Insurance Company Ltd2.07%
2. HDFC Life Insurance Company Ltd1.80%

1. ETERNAL LIMITED2.30%

1. Bajaj Finserv Ltd.2.22%

1. TITAN COMPANY LTD.2.20%

1. Nestle India Ltd.2.13%

1. JIO FINANCIAL SERVICES LTD2.09%

1. BHARTI AIRTEL LTD.2.05%

1. Asian Paints(India) Ltd.2.01%

1. Oil And Natural Gas Corporation Ltd.1.97%

1. Hindalco Industries Ltd.1.94%

1. RELIANCE INDUSTRIES LTD.1.94%

1. STATE BANK OF INDIA.1.93%

1. Inter Globe Aviation Ltd1.93%

1. TATA CONSUMER PRODUCTS LTD.1.92%

1. Adani Enterprises Ltd1.91%

1. Power Grid Corporation of India Ltd.1.90%

1. Hindustan Unilever Ltd.1.90%

1. NTPC LTD1.89%

1. TATA MOTORS PASSENGER VEHICLES LTD1.89%

1. ITC Ltd.1.88%

1. Coal India Limited1.83%

1. Larsen and Toubro Ltd.1.83%

1. Bharat Electronics Ltd.1.83%

1. Adani Ports and Special Economic Zone Limited1.82%

1. TRENT LTD1.80%
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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 ₹64 Crore. The fund benchmarks its performance against the Nifty 50 Equal Weight Total Return while maintaining an expense ratio of 1. 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
Axis Nifty India Defence Index Fund Growth0345 CR1.91
SBI Nifty50 Equal Weight Index Fund Growth01,082 CR0.99
Kotak Nifty 50 Equal Weight Index Fund Growth064 CR1
Aditya Birla Sun Life Silver ETF Growth02,993 CR0.35
ICICI Prudential Silver ETF Growth015,107 CR0.4
Fund Name1Y3Y
This FundAxis Nifty India Defence Index Fund Growth00
This FundSBI Nifty50 Equal Weight Index Fund Growth0.50590
This FundKotak Nifty 50 Equal Weight Index Fund Growth0.54340
This FundAditya Birla Sun Life Silver ETF Growth86.5204220.4501
This FundICICI Prudential Silver ETF Growth86.6585220.4832

Kotak Nifty 50 Equal Weight Index Fund Growth 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 1. 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 : -4.56%
  • 6 Months : 1.26%
  • 1 Year : 0.54%
  • 3 Years : 0.00%
Returns of Kotak Nifty 50 Equal Weight Index Fund Growth are updated daily based on NAV of ₹ 10.858 as on Sep 11,2026. 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 ₹64 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.