OmniAssetMutual funds › Kotak Nifty Top 10 Equal Weight Index Fund

Kotak Nifty Top 10 Equal Weight Index Fund

Index Fund fund benchmarked to Nifty Top 10 Equal Weight Index (Total Return Index (TRI)). Every figure below is read from one dated snapshot; what the snapshot cannot prove is left out, never estimated.

Latest NAV2 Sep 20269.052
CategoryIndex Fund
PlanRegular · Idcw
Launched7 Apr 2025
Risk labelthe scheme's own riskometerVery High Risk
Legal benchmarkSEBI Tier-1Nifty Top 10 Equal Weight Index (Total Return Index (TRI))
Expense ratiodirect plan, a year · stated maximum, from the scheme document1.01%
AUM₹0.14 Cr
Growth of ₹10,000₹9,0092 May 2025 to 2 Sep 2026
₹10,560₹10,058₹9,556₹9,054₹8,553May 2025Aug 2025Dec 2025May 2026Sep 2026
₹9,009 (-7.5% a year) Kotak Nifty Top 10 Equal Weight Index Fund
Growth of ₹10,000 — every plotted observation
PointKotak Nifty Top 10 Equal Weight Index Fund
2 May 2025₹10,000
5 May 2025₹9,985
12 May 2025₹10,253
19 May 2025₹10,135
26 May 2025₹10,205
2 Jun 2025₹10,095
9 Jun 2025₹10,225
16 Jun 2025₹10,205
23 Jun 2025₹10,206
30 Jun 2025₹10,376
7 Jul 2025₹10,350
14 Jul 2025₹10,151
21 Jul 2025₹10,071
28 Jul 2025₹9,821
4 Aug 2025₹9,884
11 Aug 2025₹9,778
18 Aug 2025₹9,786
25 Aug 2025₹9,859
1 Sep 2025₹9,722
8 Sep 2025₹9,642
15 Sep 2025₹9,833
22 Sep 2025₹9,881
30 Sep 2025₹9,641
6 Oct 2025₹9,910
13 Oct 2025₹9,956
20 Oct 2025₹10,209
27 Oct 2025₹10,318
3 Nov 2025₹10,211
10 Nov 2025₹10,138
17 Nov 2025₹10,321
24 Nov 2025₹10,383
1 Dec 2025₹10,453
8 Dec 2025₹10,464
15 Dec 2025₹10,493
22 Dec 2025₹10,560
29 Dec 2025₹10,430
5 Jan 2026₹10,385
12 Jan 2026₹10,178
19 Jan 2026₹10,103
27 Jan 2026₹9,946
2 Feb 2026₹9,929
9 Feb 2026₹10,063
16 Feb 2026₹9,896
23 Feb 2026₹9,938
2 Mar 2026₹9,544
9 Mar 2026₹9,244
16 Mar 2026₹8,907
23 Mar 2026₹8,622
30 Mar 2026₹8,553
6 Apr 2026₹8,830
13 Apr 2026₹9,137
20 Apr 2026₹9,282
27 Apr 2026₹9,057
4 May 2026₹9,055
11 May 2026₹8,909
18 May 2026₹8,900
25 May 2026₹9,052
1 Jun 2026₹8,804
8 Jun 2026₹8,670
15 Jun 2026₹9,034
22 Jun 2026₹9,065
29 Jun 2026₹8,990
6 Jul 2026₹9,014
13 Jul 2026₹9,007
20 Jul 2026₹8,996
27 Jul 2026₹8,908
3 Aug 2026₹9,270
10 Aug 2026₹9,172
17 Aug 2026₹9,033
24 Aug 2026₹9,005
31 Aug 2026₹9,005
2 Sep 2026₹9,009

Performance (trailing, annualised)

1Y annualised-6.97%

Point-to-point from the fund's own published NAV; a period the history does not span is left out.

SIP returns

SIP 1Y (₹10,000 a month)invested ₹1,20,000 → worth ₹1,13,270-10.19%

₹10,000 on the first of every month, valued at the latest NAV, as an annualised rate (XIRR).

Risk

Volatility (3Y)13.36%
Downside deviation (3Y)9.52%
Maximum drawdown-19.02%

Management

Fund managerMr. Satish Dondapati FM 2 Mr. Abhishek Bisen FM 3 Mr. Jeetu Valechha Sonar
Managing since3 Sep 2026

Related

Source: the OmniAsset signed reference snapshot, as of 4 Sep 2026. Figures are deterministic; missing data is withheld, never estimated. See methodology and data sources. Not investment advice.

Research this fund and compare it — on your device.

Get OmniAsset on Google Play The mutual fund tracker