Kotak NV 20 ETF - Regular - Latest NAV [ ₹89.652 ], Returns, Performance, Portfolio & Returns 2021

Kotak NV 20 ETF

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Fund Summarystar

PeriodReturns(per year)
10 Years--
5 Years19.07%
3 Years17.97%
1 Year55.94%
6 Months15.03%
Fund Details
RiskVery High Risk
Fund TypeLarge-Cap
Exit Load--

More about this fundstar

Top HoldingsWeightage
Infosys Ltd15.1%
Tata Consultancy Services Ltd14.88%
Hindustan Unilever Ltd10.47%
Larsen & Toubro Ltd Shs Dematerialised8.6%
ITC Ltd8.41%
HCL Technologies Ltd Shs Dematerialised5.07%
Wipro Ltd3.83%
Sun Pharmaceuticals Industries Ltd3.46%
Tech Mahindra Ltd3.22%
JSW Steel Ltd3.14%

About Kotak NV 20 ETF

The Kotak NV 20 ETF as the name suggests will invest in the companies on the NV 20 Index. The investment objective is to closely replicate the returns of the stock on the NV 20 Index. The Index comprises 20 stocks of most liquid blue chip companies across 8 sectors of the economy. The fund is suitable for long-term capital appreciation.

Pros & Cons of Kotak NV 20 ETF

Kotak NV 20 ETF offers the following benefits:

  1. The scheme is an efficient tool to invest and generate returns in line with the companies present on the NV 20 Index.
  2. It allows new investors to benefit from the growing Indian economy and rise of bluechip stocks.
  3. Notably, the Assets Under Management are only 4.74 crores.

Fund Information and Statistics of Kotak NV 20 ETF

i) Inception/ Launch date

The Kotak NV 20 ETF was launched on December 08, 2015, by Kotak Mutual Funds.

ii) Risk level

Investments in the Kotak NV 20 ETF are moderately high-risk bet and suitable for investors with long-term investment horizon.

iii) Redemption

Redemption can be done on any day based on redemption prices for that day. The proceeds will be dispatched within 10 business days from the day of the redemption request.

iv) Fund Manager

The fund is managed by Mr Deepak Gupta since inception. He is a CA, CFA, and comes with 13 years of experience.

v) Entry / Exit load

The fund house does not charge any entry load or exit load on redemption.

Benefits of investing in Kotak NV 20 ETF

The Short-term capital gain tax of 15% is applicable if sold within a year. Long-term capital gains, in excess of Rs 1 Lakh, are taxed at 10% without indexation if sold after one year. A dividend distribution tax may be applicable.

About Kotak Mutual Fund

Kotak Mutual Fund is the part of renowned Kotak Mahindra group. The Kotak Mahindra Asset Management Company Limited which is the asset manager for Kotak Mahindra Mutual Fund was started in 1998 and today it serves 7.5 lakh customers. The fund house is present in over 80 cities comprising 84 branches.

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Frequently Asked Questions

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Start your investment

Currently this fund is not available on ClearTax Invest. We request you to checkout other Related funds
Very High Risk

All investments come with risk. Risk is the volatility or fluctuation in the price (and returns) of the investment. Usually,

  • High Risk = High possible returns
  • Low Risk = Stable, relatively lower returns