Kotak Nifty 50 Value 20 ETF (G)

Kotak Nifty 50 Value 20 ETF (G) is an Exchange Traded Fund which is benchmarked to Nifty50 Value 20 TR INR. Kotak Nifty 50 Value 20 ETF (G) is managed by the Kotak Mahindra Asset Management Co Ltd with the fund managers being Devender Singhal, Satish Dondapati. The Kotak Nifty 50 Value 20 ETF (G) was launched on Dec 02, 2015 with no lock-in period. Since its inception, the fund has delivered 17.3% as a return on investment. The fund has delivered a 1-year return of 35.2%, a 3-year return of 20.4%, and a 5-year return of 18.4%.

As on 23 Apr, 2024 the NAV of the fund is Rs 137.53 and the AUM is Rs 61.86 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 Nifty50 Value 20 TR INR, 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) 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) with another fund in a similar category. This way you can make a well-informed investment decision.