Kotak Nifty 50 Value 20 ETF (G-I)

Kotak Nifty 50 Value 20 ETF (G-I) is an Exchange Traded Fund which is benchmarked to . Kotak Nifty 50 Value 20 ETF (G-I) is managed by the Kotak Mahindra Mutual Fund with the fund managers being Devender Singhal, Satish Dondapati. The Kotak Nifty 50 Value 20 ETF (G-I) was launched on 2015-12-02 with no lock-in period. Since its inception, the fund has delivered 16.011% as a return on investment.The fund has delivered a 1-year return of -8.224%, a 3-year return of 13.753%, and a 5-year return of 19.71%.

As on 19 Aug, 2025 the NAV of the fund is Rs 146.42 and the AUM is Rs 116.00 crores. The fund charges an expense ratio of 0.14% on an annual basis. You can start a SIP with an investment of a minimum of Rs 100. You can make a lumpsum investment of minimum of Rs 5000.

Since the scheme is benchmarked to , the fund is subject to very high risk and it may witness volatility in the short term. Hence, an exchange-traded fund is more suitable for an investment horizon of more than 5 years. The Kotak Nifty 50 Value 20 ETF (G-I) has an asset allocation of 0% in equity and equity equivalents and 0% in debt securities.

Scripbox provides a unique feature through which you can compare the performance of Kotak Nifty 50 Value 20 ETF (G-I) with another fund in a similar category. This way you can make a well-informed investment decision.