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Kotak Nifty 50 Value 20 ETF has delivered CAGR and average rolling returns as follows :
| 1 Year | 3 Year | 5 Year | 9 Year | |
| CAGR(%) | N/A | N/A | N/A | N/A |
| Average Rolling Returns(%) | N/A | N/A | N/A | N/A |
The Current NAV of Kotak Nifty 50 Value 20 ETF is ₹139.45.
It is better to invest in a fund with a longer track record as Kotak Nifty 50 Value 20 ETF cannot be assessed for consistency of out-performance. However, funds returns unlikely to be different than its benchmark Nifty50 Value 20 - TRI, as the Funds portfolio is similar to its benchmark.
Kotak Nifty 50 Value 20 ETF fund’s expense ratio is 0.14%
The process for redemption is
The AUM of Kotak Nifty 50 Value 20 ETF is currently ₹62 Crores.
The Top three stocks are ICICI Bank, Infosys and TCS and account for 40% of its portfolio. Top 5 and 10 stocks of fund account for 59% and 78% of fund’s portfolio respectively.
Top three sectors of Kotak Nifty 50 Value 20 ETF fund are IT, BFSI and FMCG accounting for 72% of the total portfolio.
Since this is a ETFs - Index it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.
The category of Kotak Nifty 50 Value 20 ETF Fund is ETFs - Index.
Devender Singhal and Satish Dondapati manage the Kotak Nifty 50 Value 20 ETF Fund.
Kotak Nifty 50 Value 20 ETF current PE ratio is 23.40 and PB ratio is 5.92
The asset allocation of Kotak Nifty 50 Value 20 ETF is Stocks : 99.97%, Debt : 0.03% and Gold : 0%
The minimum SIP amount for Kotak Nifty 50 Value 20 ETF is N/A and minimum lumpsum is ₹5000.00
The exit load for Kotak Nifty 50 Value 20 ETF is N/A
MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
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