Kotak Nifty Top 10 Equal Weight Index Fund-Regular Plan-Growth
Fund House: Kotak Mahindra Mutual Fund
Category: Index Fund
Status: Open Ended Schemes
Launch Date: 28-04-2025
Minimum Investment: 100.0
Asset Class: Equity
Minimum Topup: 100.0
Benchmark: Nifty Top 10 Equal Weight TRI
Total Assets: 25.5 As on (31-12-2025)
Expense Ratio: 0.92% As on (31-12-2025)
Turn over: 81.00% | Exit Load: Nil
NAV as on 06-02-2026
10.101
0.086
CAGR Since Inception
0.53%
Nifty Top 10 Equal Weight TRI 13.54%
PERFORMANCE
| Scheme Performance (%) | 1-Year Ret (%) | 3-Yrs Ret (%) | 5-Yrs Ret (%) | 10-Yrs Ret (%) | Since Launch Ret (%) |
|---|---|---|---|---|---|
| Kotak Nifty Top 10 Equal Weight Index Fund-Regular Plan-Growth | - | - | - | - | 0.53 |
| NIFTY TOP 10 EQUAL WEIGHT TRI | 4.01 | 9.64 | 10.7 | 15.95 | 13.54 |
| Index Fund | 7.4 | 13.85 | 13.46 | 13.56 | 8.02 |
Funds Manager
FM 1 Mr. Devender Singhal FM 2 Mr. Satish Dondapati FM 3 Mr. Abhishek Bisen
RETURNS CALCULATORS for Kotak Nifty Top 10 Equal Weight Index Fund-Regular Plan-Growth
Growth of 10000 In SIP (Fund vs Benchmark)
Amount
Period
Start
End
Growth of 10000 In LUMPSUM (Fund vs Benchmark)
Amount
Start
PORTFOLIO ANALYSIS of Kotak Nifty Top 10 Equal Weight Index Fund-Regular Plan-Growth
Portfolio Holdings
Sector Allocation
PEER COMPARISION of Kotak Nifty Top 10 Equal Weight Index Fund-Regular Plan-Growth
| Scheme Name | Inception Date | 1 Year Rtn (%) | 2 Year Rtn (%) | 3 Year Rtn (%) | 5 Year Rtn (%) | 10 Year Rtn (%) |
|---|---|---|---|---|---|---|
| Kotak Nifty Top 10 Equal Weight Index Fund Reg Plan Gr | 28-04-2025 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Nifty MidSmall Financial Services Index Fund Reg Gr | 29-10-2024 | 34.23 | 0.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal Nifty Capital Market Index Fund Reg Gr | 16-12-2024 | 31.98 | 0.0 | 0.0 | 0.0 | 0.0 |
| Tata Nifty Capital Markets Index Fund Reg Gr | 24-10-2024 | 31.7 | 0.0 | 0.0 | 0.0 | 0.0 |
| ICICI Pru Nifty200 Value 30 Index Gr | 17-10-2024 | 31.55 | 0.0 | 0.0 | 0.0 | 0.0 |
| Motilal Oswal BSE Enhanced Value Index Fund Reg | 22-08-2022 | 29.78 | 13.53 | 34.48 | 0.0 | 0.0 |
| Motilal Oswal Nifty India Defence Index Fund Reg Gr | 03-07-2024 | 29.41 | 0.0 | 0.0 | 0.0 | 0.0 |
| ABSL Nifty India Defence Fund Reg Gr | 30-08-2024 | 28.94 | 0.0 | 0.0 | 0.0 | 0.0 |
| UTI Nifty 500 Value 50 Index Fund Reg Gr | 10-05-2023 | 25.6 | 12.85 | 0.0 | 0.0 | 0.0 |
| Bandhan Nifty 500 Value 50 Index Fund Reg Gr | 29-10-2024 | 25.42 | 0.0 | 0.0 | 0.0 | 0.0 |
Asset Allocation (%)
Key Performance and Risk Statistics of Kotak Nifty Top 10 Equal Weight Index Fund-Regular Plan-Growth
| Key Statistics | Volatility | Sharpe Ratio | Alpha | Beta | Yield to Maturity | Average Maturity |
|---|---|---|---|---|---|---|
| Kotak Nifty Top 10 Equal Weight Index Fund-Regular Plan-Growth | - | - | - | - | - | - |
| Index Fund | - | - | - | - | - | - |