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ETF📊 Nifty 100 Equal Weight Index (Total Return Index (TRI))

Kotak Nifty 100 Equal Weight ETF · Regular · Growth

Kotak Mahindra Mutual Fund

#61 of 232 (1Y)

NAV

₹34.6640

as of 17 Jun 2026

Expense Ratio

see scheme documents

AUM

₹7 Cr

Viewing Regular · Growth

Lumpsum returns (CAGR)

1Y
+7.17%
3Y
5Y
Since Inception
+14.50%

SIP returns (XIRR)

1Y
+8.60%
3Y
5Y
Since Inception
+10.76%

5,000 lumpsum at launch — value today

Invested on the fund's first NAV date

₹5,000

Invested

₹5,720

Value today

11.0%

CAGR (p.a.)

One-time investment at fund inception · Growth purely from NAV appreciation

Try Lumpsum Calculator

₹6L corpus via 12-month STP from a liquid fund at inception

₹50K/month transferred from HDFC Liquid → this fund at launch

₹6,00,000

Invested

₹6,39,970

Value today

-6.8%

vs lumpsum

Direct lumpsum would have beaten STP by 6.8% — but STP reduced timing risk

Model your own STP with real NAV

Risk Metrics

Trailing 1 year, annualised

0.56

Sharpe Ratio

Alpha

Beta

0.53

Sortino

15.90%

Std Dev

-13.48%

Max Drawdown

Performance Comparison

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Fund Details

Fund HouseKotak Mahindra Mutual Fund
CategoryETF
BenchmarkNifty 100 Equal Weight Index (Total Return Index (TRI))
Launch Date03 Feb 2025
AMFI Code153315
Transaction facts
Exit LoadNA

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Kotak Nifty 100 Equal Weight ETF · Regular · Growth is an exchange-traded fund (ETF) that trades on stock exchanges like a regular share. It offers real-time pricing, low expense ratios, and the flexibility to buy and sell units throughout the trading day.

About This Fund

Kotak Nifty 100 Equal Weight ETF · Regular · Growth is a ETF mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 1 years. It manages assets worth ₹6.7 Cr, reflecting investor confidence in the fund's strategy. It benchmarks its performance against Nifty 100 Equal Weight Index (Total Return Index (TRI)).

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations