Kotak Multi Factor Passive FoF - Regular- Growth
Expense Ratio: 0.41
Risk: Very High
Other Scheme - FoF Domestic
Plan: Regular
Benchmark: Nifty 500 TRI
Inception: 27-02-2026
Exit Load: Nil
Fund Size:₹39.52 Cr
Performance
1Y
FundN/A
Cat. Avg.6.57%
2Y
FundN/A
Cat. Avg.15.12%
3Y
FundN/A
Cat. Avg.18.42%
5Y
FundN/A
Cat. Avg.12.05%
10Y
FundN/A
Cat. Avg.10.99%
SI
Fund4.43%
Cat. Avg.11.44%
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
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Top Sectors
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Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | KOTAK NIFTY 100 LOW VOLATILITY 30 ETF | 51.61 | 61.68% |
| 2 | KOTAK NIFTY 200 MOMENTUM 30 ETF | 26.90 | 32.14% |
| 3 | Triparty Repo | 7.10 | 8.49% |
| 4 | Net Current Assets/(Liabilities) | -1.93 | -2.30% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| SI | 07 Apr, 26 | 35000 | 33801 | -3.4% | N/A |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| SI | 23 Mar, 26 | 1 L. | 1.04 L. | +4.4% | N/A |
SIP Calculator
Visualize how small monthly investments grow over time.
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Years
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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.