Kotak Nifty 100 Low Volatility 30 Index Fund Direct Growth

Equity
Large Cap
Very High Risk
1M
6M
1Y
All
NAV: 03 Oct 2025
₹10.80
Rating
NA
Min. SIP amount
₹100
Fund size
₹120.60Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (30)

NameSectorInstrumentAssets
Consumer StaplesEquity4.41%
Consumer StaplesEquity4.02%
ChemicalsEquity3.99%
Consumer StaplesEquity3.99%
AutomobileEquity3.98%
HealthcareEquity3.93%
Consumer StaplesEquity3.77%
AutomobileEquity3.72%
FinancialEquity3.63%
FinancialEquity3.56%
HealthcareEquity3.52%
AutomobileEquity3.51%
HealthcareEquity3.51%
HealthcareEquity3.46%
Consumer DiscretionaryEquity3.30%
ConstructionEquity3.29%
HealthcareEquity3.27%
Consumer StaplesEquity3.21%
TechnologyEquity3.16%
CommunicationEquity3.12%
InsuranceEquity3.02%
EnergyEquity3.01%
ChemicalsEquity3.00%
FinancialEquity2.95%
FinancialEquity2.77%
TechnologyEquity2.70%
AutomobileEquity2.69%
ConstructionEquity2.63%
TechnologyEquity2.46%
TechnologyEquity2.34%
See All

Minimum investment amounts

Min. for 1st investment₹100
Min. for 2nd investment onwards₹100
Min. for SIP₹100

Returns and rankings

Category: Equity Large Cap
Absolute returns
3M6M1YAll
Fund returns-0.2%7.2%-6.8%7.7%
Category averageNANA-2.9%NA
Rank with in category364471NA
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Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
2.9%21.7%45,012.18
5
1.3%20.1%71,839.85
5
0.7%19.8%6,397.58
5
-2.5%18.4%37,659.18
4
0.8%17.7%16,280.52

Expense ratio, exit load and tax

Expense ratio: 0.31%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

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Check past data

Fund management

Abhishek Bisen
May 2024 - Present
View details

Education
Mr. Bisen is a BA and MBA in Finance.
Experience
Prior to joining Kotak AMC, he was working with Securities Trading Corporation Of India Ltd where he was looking at Sales & Trading of Fixed Income Products apart from doing Portfolio Advisory. His earlier assignments also include 2 years of merchant banking experience with a leading merchant banking firm.
Also manages these schemes

Devender Singhal
May 2024 - Present
View details

Education
Mr. Singhal has done B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi.
Experience
Prior to joining Kotak Mahindra AMC , he has worked with Kotak Securities Ltd.(July 2007 -- January 2009) ,Religare (February 2006 -- June 2007), Karvy (July 2004 -- January 2006), P N Vijay Financial Services Pvt Ltd(2001 -- 2004) and Dundee Mutual Fund( Summer Trainee ) (May 2000 -- June 2000 ).
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
NA
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

Pros and cons

Category: Equity Large Cap

Pros

Exit load is zero
Lower expense ratio: 0.31%

Cons

1Y annualised returns lower than category average by 0.76%

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