Kotak NIFTY 50 Equal Weight Index Fund - Regular Plan - Growth
Expense Ratio: 0.72
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: NIFTY 50 Equal Weight TRI
Inception: 02-12-2024
Exit Load: Nil
Fund Size:₹32.93 Cr
Performance
1Y
Fund-4.36%
Cat. Avg.-1.42%
2Y
FundN/A
Cat. Avg.-0.02%
3Y
FundN/A
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund3.50%
Cat. Avg.5.09%
Fund Facts
No available Data
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 | Maruti Suzuki India Limited | 1.30 | 2.14% |
| 2 | Max Healthcare Institute Ltd. | 1.28 | 2.10% |
| 3 | ETERNAL LIMITED | 1.26 | 2.07% |
| 4 | Inter Globe Aviation Ltd | 1.26 | 2.07% |
| 5 | SHRIRAM FINANCE LIMITED | 1.25 | 2.05% |
| 6 | Dr.Reddy's Laboratories Ltd. | 1.25 | 2.05% |
| 7 | Cipla Ltd. | 1.25 | 2.05% |
| 8 | TITAN COMPANY LTD. | 1.25 | 2.05% |
| 9 | Nestle India Ltd. | 1.25 | 2.04% |
| 10 | BAJAJ FINANCE LTD. | 1.24 | 2.04% |
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SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 58067 | -3.2% | -6.6% |
| SI | 07 Jan, 25 | 1.10 L. | 1.10 L. | -0.2% | -0.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 95638 | -4.4% | -4.4% |
| SI | 30 Dec, 24 | 1 L. | 1.06 L. | +6.4% | +3.5% |
SIP Calculator
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹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.