Mutual Funds

Kotak Nifty200 Value 30 Index Fund - Regular - IDCW

Kotak Mahindra Mutual FundIndexVery High Risk
₹9.67+0.04 (+0.42%)

NAV as on 2026-07-17 · Equity · Index

AUM

₹31 Cr

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Expense

0.52%

Risk

Very High

Kotak Nifty200 Value 30 Index Fund
₹9.67+0.42%

1Y Return

-

3Y CAGR

-

5Y CAGR

-

Since Inception

-10.8%

AI Fund Analysis

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NAV History

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52-Week NAV Range

₹9.07
₹10.49

42% from 52W low

Fund Information

IndexEquitySince 12-02-2026

Fund House

Kotak Mahindra Mutual Fund

Category

Equity - Index

Min SIP

₹500

Min Lumpsum

₹5,000

Portfolio Composition

Asset Allocation

Equity99.7%
Cash0.3%

Market Cap Split

Large Cap81.1%
Mid Cap17.4%

Top Holdings

33 stocks
Weight1M Change
1

Tata Motors Passenger Vehicles Ltd

Consumer Cyclical

5.10%+30.9%
2

NTPC Ltd

Utilities

5.05%+15.7%
3

Coal India Ltd

Energy

5.03%+16.0%
4

State Bank of India

Financial Services

5.02%+19.0%
5

ITC Ltd

Consumer Defensive

5.00%0.0%
6

Oil & Natural Gas Corp Ltd

Energy

4.95%+24.5%
7

Bharat Petroleum Corp Ltd

Energy

4.87%+47.7%
8

Power Finance Corp Ltd

Financial Services

4.86%+6.4%
9

Hindalco Industries Ltd

Basic Materials

4.58%+4.8%
10

Power Grid Corp Of India Ltd

Utilities

4.58%+14.9%

Sector Allocation

Weight1M Change
Financial Services
33.1%+100%
Energy
23.8%+100%
Basic Materials
20.2%+100%
Utilities
12.5%+61%
Consumer Cyclical
5.1%+31%
Consumer Defensive
5.0%0%

Fundamentals

P/E Ratio

8.86

Cat avg: 24.22

P/B Ratio

1.34

Cat avg: 3.87

Dividend Yield

4.30%

Cat avg: 1.57%

Price/Sale

0.82

Price/Cash Flow

4.69

Peer Comparison

FundAUM (Cr)Exp %1Y3Y5Y
Kotak Nifty200 Value 30 Index Reg IDCW-P310.52---
DSP BFSI Next Index Fund Reg IDCW-P-0.64---
UTI Nifty 50 Index Fund Reg IDCW-P28,6850.38-2.3%+8.2%+9.8%
ICICI Pru Nifty 50 Index IDCW-P16,8390.35-2.4%+8.1%+9.7%
SBI Nifty Index Reg IDCW-P13,6460.40-2.4%+8.0%+9.6%
ICICI Pru Nifty Next 50 Index IDCW-P9,4760.59+4.7%+17.3%+12.9%
Nippon India Index Nifty 50 Ann IDCW-P3,7920.35-2.4%+8.0%+9.3%
Nippon India Nifty Smallcap250IRegIDCW-P3,2940.81-0.6%+16.8%+13.9%
Bandhan Nifty 50 Index IDCW-P2,7020.51-2.6%+7.8%+9.5%
Nippon India Nifty Midcap150IdxRegIDCW-P2,5870.68+4.2%+18.4%+16.6%

What If I Had Invested?

NAV history not available for this range

Key Metrics

AUM₹31 Cr
Expense Ratio0.52%
Volatility (3Y)-
Sharpe Ratio-
Sortino Ratio-
Beta-
Min SIP₹500
Min Lumpsum₹5,000
Holdings32

Risk-o-Meter

Low

Moderate

High

Very High

Rated as Very High risk

Disclaimer: Mutual fund investments are subject to market risks. Read all scheme related documents carefully. Past performance is not indicative of future returns. NAV data sourced from AMFI. This is not SEBI-registered investment advice.