Kotak NIFTY Top 10 Equal Weight Index Fund-Regular Plan-Growth
Expense Ratio: 0.92
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty Top 10 Equal Weight TRI
Inception: 07-04-2025
Exit Load: Nil
Fund Size:₹25.29 Cr
Performance
1Y
Fund-12.36%
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
Fund-8.21%
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 | HDFC BANK LTD. | 4.15 | 10.22% |
| 2 | ICICI BANK LTD. | 4.13 | 10.17% |
| 3 | Larsen and Toubro Ltd. | 4.09 | 10.06% |
| 4 | ITC Ltd. | 4.08 | 10.04% |
| 5 | BHARTI AIRTEL LTD. | 4.07 | 10.02% |
| 6 | RELIANCE INDUSTRIES LTD. | 4.07 | 10.00% |
| 7 | AXIS BANK LTD. | 4.01 | 9.87% |
| 8 | KOTAK MAHINDRA BANK LTD. | 3.99 | 9.81% |
| 9 | TATA CONSULTANCY SERVICES LTD. | 3.98 | 9.78% |
| 10 | Infosys Ltd. | 3.91 | 9.62% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 56726 | -5.5% | -11.1% |
| SI | 07 May, 25 | 90000 | 83262 | -7.5% | -10.2% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 87637 | -12.4% | -12.4% |
| SI | 02 May, 25 | 1 L. | 88256 | -11.7% | -8.2% |
SIP Calculator
Visualize how small monthly investments grow over time.
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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.