Kotak NIFTY 100 Low Volatility 30 Index Fund Direct Growth

Kotak NIFTY 100 Low Volatility 30 Index Fund Direct Growth is an equity fund. This fund was started on 7 June, 2024. The fund is managed by Abhishek Bisen, Devender Singhal, Satish Dondapati. The fund could potentially beat inflation in the long-run.

1. Kotak NIFTY 100 Low Volatility 30 Index Fund Direct Growth has ₹101 Cr worth of assets under management (AUM) as on Feb 2025 and is less than category average.
2. The fund has an expense ratio 0.3.
   

Kotak NIFTY 100 Low Volatility 30 Index Fund Direct Growth has given a CAGR return of 0.57% since inception.

Kotak NIFTY 100 Low Volatility 30 Index Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Consumer Defensive, Health, Consumer Cyclical, Tech, Basic Materials, Energy, Communication, Industrial. Its top holdings are Bajaj Finserv Ltd, Nestle India Ltd, Maruti Suzuki India Ltd, Hindustan Unilever Ltd, Asian Paints Ltd

As it is a index funds mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The investment objective of the scheme is to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking errors. However, There is no assurance that the investment objective of the Scheme will be achieved.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Kotak NIFTY 100 Low Volatility 30 Index Fund Direct Growth has no lock in period.