Kotak NIFTY 100 Low Volatility 30 ETF
Expense Ratio: 0.09
Risk: Very High
Other Scheme - Other ETFs
Plan: Regular
Benchmark: Nifty 100 Low Volatility 30 TRI
Inception: 15-03-2022
Exit Load: Nil
Fund Size:₹175.29 Cr
Performance
1Y
Fund1.14%
Cat. Avg.4.48%
2Y
Fund2.17%
Cat. Avg.2.94%
3Y
Fund12.22%
Cat. Avg.-20.61%
5Y
FundN/A
Cat. Avg.-17.00%
10Y
FundN/A
Cat. Avg.-20.06%
SI
Fund12.83%
Cat. Avg.-5.73%
Fund Facts
Manager(s)
Mr. Satish Dondapati
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | HDFC BANK LTD. | 7.18 | 4.39% |
| 2 | ICICI BANK LTD. | 6.46 | 3.96% |
| 3 | Ultratech Cement Ltd. | 6.37 | 3.90% |
| 4 | Hindustan Unilever Ltd. | 6.08 | 3.73% |
| 5 | Apollo Hospitals Enterprise Ltd. | 5.88 | 3.60% |
| 6 | SBI Life Insurance Company Ltd | 5.85 | 3.58% |
| 7 | TITAN COMPANY LTD. | 5.84 | 3.58% |
| 8 | ITC Ltd. | 5.82 | 3.56% |
| 9 | Nestle India Ltd. | 5.81 | 3.56% |
| 10 | BHARTI AIRTEL LTD. | 5.80 | 3.55% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Aug, 25 | 60000 | 60239 | +0.4% | +0.8% |
| 2Y | 07 Aug, 24 | 1.20 L. | 1.23 L. | +2.5% | +2.5% |
| 3Y | 07 Aug, 23 | 1.80 L. | 1.96 L. | +9.1% | +6.0% |
| SI | 07 Apr, 22 | 2.60 L. | 3.23 L. | +24.1% | +10.3% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 14 Jul, 25 | 1 L. | 1.01 L. | +1.2% | N/A |
| 2Y | 15 Jul, 24 | 1 L. | 1.04 L. | +3.9% | +1.9% |
| 3Y | 13 Jul, 23 | 1 L. | 1.41 L. | +41.3% | +12.2% |
| SI | 29 Mar, 22 | 1 L. | 1.68 L. | +67.9% | +12.8% |
SIP Planner
Visualize how small monthly investments grow over time.
₹
Years
%
%
Beat inflation and compound wealth faster with an annual step-up.
%
₹
%
Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Gained
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.