{"id":244186,"date":"2026-09-11T13:49:44","date_gmt":"2026-09-11T08:19:44","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/kotak-nifty-100-low-volatility-30-index-fund-direct-growth-review-2026\/"},"modified":"2026-09-11T13:49:44","modified_gmt":"2026-09-11T08:19:44","slug":"kotak-nifty-100-low-volatility-30-index-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/kotak-nifty-100-low-volatility-30-index-fund-direct-growth-review-2026\/","title":{"rendered":"Kotak NIFTY 100 Low Volatility 30 Index Fund Direct Growth Review 2026: NAV, Returns, Portfolio &#038; Should You Invest?"},"content":{"rendered":"<p><a href=\"https:\/\/univest.in\/mutual-funds\/kotak-nifty-100-low-volatility-30-index-fund-g-direct-plan\">Kotak NIFTY 100 Low Volatility 30 Index Fund Direct Growth Plan<\/a> had a NAV of \u20b910.5795 as of 10 Sep 2026 and a scheme AUM of \u20b9115 Cr. Its 1-year, 3-year and 5-year returns are -4.87%, 0% and 0%, and the scheme sits in the High Risk bucket. Our view is that this is a narrow-fit index option for investors who want a rules-based equity sleeve and can accept uneven short-term behaviour.<\/p>\n<p>The fund tracks a low-volatility segment of the NIFTY 100 universe, but the recent return pattern still shows short-term pressure. With only a little over a year of track record since launch on 07 Jun 2024, it is better read as a new index strategy than a long-established core holding.<\/p>\n<div id=\"ez-toc-container\" class=\"ez-toc-v2_0_65 counter-hierarchy ez-toc-counter ez-toc-grey ez-toc-container-direction\">\n<div class=\"ez-toc-title-container\">\n<p class=\"ez-toc-title \" >Table of Contents<\/p>\n<span class=\"ez-toc-title-toggle\"><a href=\"#\" class=\"ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle\" aria-label=\"Toggle Table of Content\"><span class=\"ez-toc-js-icon-con\"><span class=\"\"><span class=\"eztoc-hide\" style=\"display:none;\">Toggle<\/span><span class=\"ez-toc-icon-toggle-span\"><svg style=\"fill: #999;color:#999\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" class=\"list-377408\" width=\"20px\" height=\"20px\" viewBox=\"0 0 24 24\" fill=\"none\"><path d=\"M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z\" fill=\"currentColor\"><\/path><\/svg><svg style=\"fill: #999;color:#999\" class=\"arrow-unsorted-368013\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"10px\" height=\"10px\" viewBox=\"0 0 24 24\" version=\"1.2\" baseProfile=\"tiny\"><path d=\"M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z\"\/><\/svg><\/span><\/span><\/span><\/a><\/span><\/div>\n<nav><ul class='ez-toc-list ez-toc-list-level-1 ' ><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-1\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-100-low-volatility-30-index-fund-direct-growth-review-2026\/#Quick_facts\" title=\"Quick facts\">Quick facts<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-2\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-100-low-volatility-30-index-fund-direct-growth-review-2026\/#Performance\" title=\"Performance\">Performance<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-3\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-100-low-volatility-30-index-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Kotak_NIFTY_100_Low_Volatility_30_Index\" title=\"Should you BUY or HOLD Kotak NIFTY 100 Low Volatility 30 Index?\">Should you BUY or HOLD Kotak NIFTY 100 Low Volatility 30 Index?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-4\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-100-low-volatility-30-index-fund-direct-growth-review-2026\/#Peer_comparison\" title=\"Peer comparison\">Peer comparison<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-5\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-100-low-volatility-30-index-fund-direct-growth-review-2026\/#Portfolio_where_your_money_goes\" title=\"Portfolio: where your money goes\">Portfolio: where your money goes<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-6\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-100-low-volatility-30-index-fund-direct-growth-review-2026\/#Who_should_invest\" title=\"Who should invest\">Who should invest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-7\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-100-low-volatility-30-index-fund-direct-growth-review-2026\/#Tax_and_exit_load\" title=\"Tax and exit load\">Tax and exit load<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-8\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-100-low-volatility-30-index-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><ul class='ez-toc-list-level-3' ><li class='ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-100-low-volatility-30-index-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Kotak_NIFTY_100_Low_Volatility_30_Index_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Kotak NIFTY 100 Low Volatility 30 Index Fund Direct Growth Plan?\">What is the current NAV of Kotak NIFTY 100 Low Volatility 30 Index Fund Direct Growth Plan?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-10\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-100-low-volatility-30-index-fund-direct-growth-review-2026\/#What_are_the_funds_1-year_3-year_and_5-year_returns\" title=\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\">What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-11\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-100-low-volatility-30-index-fund-direct-growth-review-2026\/#How_does_the_fund_compare_with_the_benchmark\" title=\"How does the fund compare with the benchmark?\">How does the fund compare with the benchmark?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-12\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-100-low-volatility-30-index-fund-direct-growth-review-2026\/#How_does_the_fund_compare_with_peer_funds_on_1-year_returns\" title=\"How does the fund compare with peer funds on 1-year returns?\">How does the fund compare with peer funds on 1-year returns?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-13\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-100-low-volatility-30-index-fund-direct-growth-review-2026\/#What_is_the_minimum_SIP_amount\" title=\"What is the minimum SIP amount?\">What is the minimum SIP amount?<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class=\"ez-toc-link ez-toc-heading-14\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-100-low-volatility-30-index-fund-direct-growth-review-2026\/#Who_manages_the_fund_and_what_is_the_exit_load\" title=\"Who manages the fund and what is the exit load?\">Who manages the fund and what is the exit load?<\/a><\/li><\/ul><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-15\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-100-low-volatility-30-index-fund-direct-growth-review-2026\/#Bottom_line\" title=\"Bottom line\">Bottom line<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-16\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-100-low-volatility-30-index-fund-direct-growth-review-2026\/#Explore_mutual_funds_with_Univest\" title=\"Explore mutual funds with Univest\">Explore mutual funds with Univest<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-17\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-100-low-volatility-30-index-fund-direct-growth-review-2026\/#RIA_disclosure\" title=\"RIA disclosure\">RIA disclosure<\/a><\/li><\/ul><\/nav><\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Quick_facts\"><\/span>Quick facts<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Particular<\/th>\n<th>Details<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>NAV<\/td>\n<td>\u20b910.5795 as of 10 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b9115 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.31%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>07 Jun 2024<\/td>\n<\/tr>\n<tr>\n<td>Min SIP<\/td>\n<td>\u20b9100<\/td>\n<\/tr>\n<tr>\n<td>Risk Category<\/td>\n<td>High Risk<\/td>\n<\/tr>\n<tr>\n<td>Benchmark<\/td>\n<td>Nifty 50<\/td>\n<\/tr>\n<tr>\n<td>Fund Category<\/td>\n<td>Index Funds<\/td>\n<\/tr>\n<tr>\n<td>Exit Load<\/td>\n<td>No exit load<\/td>\n<\/tr>\n<tr>\n<td>Fund Managers<\/td>\n<td>Satish Dondapati, Abhishek Bisen, Jeetu Valechha Sonar<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The fund is managed by Satish Dondapati, Abhishek Bisen and Jeetu Valechha Sonar.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Performance\"><\/span>Performance<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Period<\/th>\n<th>Fund return<\/th>\n<th>Benchmark return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>1M<\/td>\n<td>-5.33%<\/td>\n<td>-4.06%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>2.17%<\/td>\n<td>1.37%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>-4.87%<\/td>\n<td>-7.31%<\/td>\n<\/tr>\n<tr>\n<td>3Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td>5Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The recent path has been choppy. Over the last month, the fund fell more than the benchmark, which tells us the low-volatility screen did not fully shield it from a weak stretch. Over three months, the fund recovered faster than the benchmark, so the short-term bounce has been stronger than the broader index.<\/p>\n<p>Over one year, the comparison is more constructive. The fund is still negative, but it has held up better than the benchmark by a clear margin. That matters because the strategy is meant to soften the blow in difficult markets, and the one-year figure suggests that it has done that more effectively than the Nifty 50 reference over this stretch.<\/p>\n<p>The time pattern also matters. The series shows an early setback, a rebound, and then a renewed weakening into the latest readings. That tells us the fund has not yet settled into a smooth compounding profile, which is important for investors expecting a calmer equity ride. The shorter periods look better than the one-year result, but the overall return record is still young and uneven.<\/p>\n<p>On balance, the benchmark comparison favours the fund across the one-year window, while the very recent month remains weak. For our view, that mix points to a strategy that can behave differently from the broad market, but not one that has yet earned a long, steady track record.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<section class=\"univest-mf-premium-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;border:1px solid #d8e3f0;background:#f7faff\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Should_you_BUY_or_HOLD_Kotak_NIFTY_100_Low_Volatility_30_Index\"><\/span>Should you BUY or HOLD Kotak NIFTY 100 Low Volatility 30 Index?<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>A fund&#8217;s past returns alone don&#8217;t tell you whether you should buy it today or continue holding it.<\/p>\n<p>The right decision depends on factors such as your current allocation, purchase price, risk profile, investment horizon and the role this fund plays in your overall portfolio.<\/p>\n<p><strong>Already holding Kotak NIFTY 100 Low Volatility 30 Index? Thinking of investing now?<\/strong><\/p>\n<p><a href=\"https:\/\/univest.in\/mutual-funds\" style=\"font-weight:700;text-decoration:none\">Get your portfolio analysed for FREE by SEBI-registered Investment Adviser (RIA) through Univest MF Premium<\/a><\/p>\n<\/section>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Peer_comparison\"><\/span>Peer comparison<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Fund<\/th>\n<th>1Y return<\/th>\n<th>3Y return<\/th>\n<th>5Y return<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/kotak-nifty-100-low-volatility-30-index-fund-g-direct-plan\">Kotak NIFTY 100 Low Volatility 30 Index Fund Direct Growth Plan<\/a><\/td>\n<td>-4.87%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/icici-pru-nasdaq-100-index-fund-g-direct-plan\">ICICI Pru NASDAQ 100 Index Fund Direct Growth Plan<\/a><\/td>\n<td>33.08%<\/td>\n<td>30.07%<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-india-defence-index-fund-g-direct-plan\">Motilal Oswal Nifty India Defence Index Fund Direct Growth Plan<\/a><\/td>\n<td>26.95%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/aditya-birla-sl-nifty-india-defence-index-fund-g-direct-plan\">Aditya Birla SL Nifty India Defence Index Fund Direct Growth Plan<\/a><\/td>\n<td>26.94%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/tata-nifty-capital-markets-index-fund-g-direct-plan\">Tata Nifty Capital Markets Index Fund Direct Growth Plan<\/a><\/td>\n<td>24.33%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<tr>\n<td><a href=\"https:\/\/univest.in\/mutual-funds\/motilal-oswal-nifty-capital-market-index-fund-g-direct-plan\">Motilal Oswal Nifty Capital Market Index Fund Direct Growth Plan<\/a><\/td>\n<td>23.74%<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>This assessment is prepared by Uniapps Investment Adviser Pvt. Ltd. under SEBI Registered Investment Adviser registration INA000017639.<\/p>\n<p>Against the listed peer set, the fund\u2019s one-year return is clearly weaker, while several peers have posted strong gains over the same period. The short-term gap is wide enough that the fund does not yet look competitive on the latest trailing year.<\/p>\n<p>The longer comparison is harder to extend because 3-year and 5-year figures are not available for the fund, which limits a deeper peer read. Among peers with a 3-year history shown, the available figures are strongly positive, so the fund\u2019s current long-term visibility is much thinner than theirs. That leaves the peer story split: the fund is not showing momentum on the latest year, and it also lacks the longer record that some peers already have.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<div class=\"univest-peer-login-cta\" style=\"margin:20px 0;padding:16px 18px;border:1px solid #d8e3f0;border-radius:8px;background:#f7faff\">\n<p style=\"margin:0\"><strong>Want to know more?<\/strong> <a href=\"https:\/\/univest.in\/user\/log-in\" style=\"font-weight:700;text-decoration:none\">Log in to Univest<\/a> for more mutual fund insights.<\/p>\n<\/div>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Portfolio_where_your_money_goes\"><\/span>Portfolio: where your money goes<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding<\/th>\n<th>Sector<\/th>\n<th>Weight<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>ICICI Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>3.96%<\/td>\n<\/tr>\n<tr>\n<td>SBI Life Insurance Company Ltd<\/td>\n<td>Insurance<\/td>\n<td>3.77%<\/td>\n<\/tr>\n<tr>\n<td>Sun Pharmaceutical Industries Ltd.<\/td>\n<td>Healthcare<\/td>\n<td>3.73%<\/td>\n<\/tr>\n<tr>\n<td>Bajaj Auto Ltd.<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>3.7%<\/td>\n<\/tr>\n<tr>\n<td>Bharti Airtel Ltd.<\/td>\n<td>Telecom<\/td>\n<td>3.7%<\/td>\n<\/tr>\n<tr>\n<td>Nestle India Ltd.<\/td>\n<td>FMCG<\/td>\n<td>3.7%<\/td>\n<\/tr>\n<tr>\n<td>NTPC Ltd<\/td>\n<td>Power<\/td>\n<td>3.66%<\/td>\n<\/tr>\n<tr>\n<td>Apollo Hospitals Enterprise Ltd.<\/td>\n<td>Healthcare<\/td>\n<td>3.65%<\/td>\n<\/tr>\n<tr>\n<td>Bajaj Finserv Ltd.<\/td>\n<td>Finance<\/td>\n<td>3.53%<\/td>\n<\/tr>\n<tr>\n<td>Tata Consultancy Services Ltd.<\/td>\n<td>IT<\/td>\n<td>3.52%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 36.92% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/kotak-nifty-100-low-volatility-30-index-fund-g-direct-plan\">Kotak NIFTY 100 Low Volatility 30 Index Fund Direct Growth Plan<\/a> page<\/p>\n<p>ICICI Bank Ltd. is the largest disclosed holding at 3.96%, and the rest of the top names sit close together rather than tapering sharply. The tenth holding is at 3.52%, so the gap between the first and tenth is only 0.44 percentage points. That kind of spread suggests the visible sleeve is relatively balanced at the top, even though no single position dominates the list.<\/p>\n<p>Because the top 10 make up 36.92% of the portfolio and the scheme discloses 30 holdings in total, the fund appears to spread capital across a fairly long tail beyond the leading positions. That may reduce dependence on any one stock, while still allowing several large holdings to have greater influence on returns.<\/p>\n<p>As an index fund, the portfolio does not look concentrated in one or two outliers from the disclosed list. Instead, the weights cluster tightly around the mid-3% range, which could make the fund\u2019s performance more dependent on the broader behaviour of many constituents than on a single holding.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_should_invest\"><\/span>Who should invest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund is better suited to investors who can tolerate equity-style volatility and who understand that a low-volatility screen does not mean a low-risk product. The High Risk label, combined with the weak one-year return and the short track record, makes it more suitable for investors with a medium-to-long horizon rather than anyone looking for near-term stability.<\/p>\n<p>The main trade-off is simple: you get a rules-based equity strategy with a relatively modest expense ratio and a diversified holding list, but you must accept that recent returns have been uneven. Investors who want a broad-market or factor-based satellite allocation may find it useful, while those seeking a proven long-term compounding history may want to wait for a longer record.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Tax_and_exit_load\"><\/span>Tax and exit load<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<table>\n<thead>\n<tr>\n<th>Holding period<\/th>\n<th>Tax rate<\/th>\n<th>Description<\/th>\n<\/tr>\n<\/thead>\n<tbody>\n<tr>\n<td>Units held less than 1 year<\/td>\n<td>20%<\/td>\n<td>Short-term capital gains tax<\/td>\n<\/tr>\n<tr>\n<td>Units held more than 1 year<\/td>\n<td>12.5%<\/td>\n<td>Long-term capital gains tax<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p><strong>Exit load:<\/strong> No exit load.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 10 Sep 2026<\/small><\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Frequently_asked_questions\"><\/span>Frequently asked questions<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_current_NAV_of_Kotak_NIFTY_100_Low_Volatility_30_Index_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Kotak NIFTY 100 Low Volatility 30 Index Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b910.5795 as of 10 Sep 2026.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_are_the_funds_1-year_3-year_and_5-year_returns\"><\/span>What are the fund\u2019s 1-year, 3-year and 5-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The 1-year return is -4.87%, while the 3-year and 5-year returns are both 0 in the available record and are shown as Data not available for long-history comparison.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_the_fund_compare_with_the_benchmark\"><\/span>How does the fund compare with the benchmark?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>Over 1 year, the fund has done better than the Nifty 50 benchmark, which is at -7.31%. Over 3 months, it is also ahead of the benchmark, while the latest 1-month reading is weaker.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_the_fund_compare_with_peer_funds_on_1-year_returns\"><\/span>How does the fund compare with peer funds on 1-year returns?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund\u2019s 1-year return is -4.87%, while the listed peers have much stronger 1-year figures such as 33.08%, 26.95%, 26.94%, 24.33% and 23.74%.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"What_is_the_minimum_SIP_amount\"><\/span>What is the minimum SIP amount?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The minimum SIP amount is \u20b9100.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Who_manages_the_fund_and_what_is_the_exit_load\"><\/span>Who manages the fund and what is the exit load?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is managed by Satish Dondapati, Abhishek Bisen and Jeetu Valechha Sonar. The scheme has no exit load.<\/p>\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Bottom_line\"><\/span>Bottom line<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>This fund\u2019s short-term picture is mixed: the latest month is weak, the 3-month number has improved, and the 1-year result is better than the benchmark even though it remains negative. Compared with the listed peers, the one-year figure is much softer, and the fund also lacks longer-history figures that some peers already show. The portfolio is fairly evenly spread across its leading holdings, which may appeal to investors who want a rules-based equity exposure, but the short record means it is still an early read rather than a settled long-term story.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 11 September 2026 at 1:46 PM IST<\/p>\n<section class=\"univest-login-cta\" style=\"margin:28px 0;padding:24px;border-radius:10px;background:#eef5ff;border:1px solid #cddff7;text-align:center\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"Explore_mutual_funds_with_Univest\"><\/span>Explore mutual funds with Univest<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Review mutual fund data, compare performance and explore fund insights on Univest.<\/p>\n<p><a href=\"https:\/\/univest.in\/user\/log-in\" style=\"display:inline-block;padding:11px 20px;border-radius:6px;background:#1f4e79;color:#fff !important;text-decoration:none;font-weight:700\">Explore Univest<\/a><\/p>\n<\/section>\n<section class=\"univest-disclaimer\">\n<h2 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"RIA_disclosure\"><\/span>RIA disclosure<span class=\"ez-toc-section-end\"><\/span><\/h2>\n<p>Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. This review is prepared by Uniapps Investment Adviser Pvt. Ltd. (earlier known as Uniapps Global Research Pvt. Ltd.) under SEBI Registered Investment Adviser registration INA000017639 for general informational purposes and is not personalized investment advice.<\/p>\n<\/section>\n<p><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"InvestmentFund\",\"name\":\"Kotak NIFTY 100 Low Volatility 30 Index Fund Direct Growth Plan\",\"identifier\":\"kotak-nifty-100-low-volatility-30-index-fund-g-direct-plan\",\"category\":\"Index Funds\",\"dateCreated\":\"07 Jun 2024\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":10.5795,\"valueReference\":\"as of 10 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"115 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.31\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":-4.87},{\"@type\":\"PropertyValue\",\"name\":\"3Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"5Y Return\",\"value\":0},{\"@type\":\"PropertyValue\",\"name\":\"Fund Managers\",\"value\":\"Satish Dondapati, Abhishek Bisen, Jeetu Valechha Sonar\"}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"FAQPage\",\"mainEntity\":[{\"@type\":\"Question\",\"name\":\"What is the current NAV of Kotak NIFTY 100 Low Volatility 30 Index Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b910.5795 as of 10 Sep 2026.\"}},{\"@type\":\"Question\",\"name\":\"What are the fund\u2019s 1-year, 3-year and 5-year returns?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The 1-year return is -4.87%, while the 3-year and 5-year returns are both 0 in the available record and are shown as Data not available for long-history comparison.\"}},{\"@type\":\"Question\",\"name\":\"How does the fund compare with the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Over 1 year, the fund has done better than the Nifty 50 benchmark, which is at -7.31%. 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Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Kotak NIFTY 100 Low Volatility 30 Index Fund Direct Growth Plan has a NAV of \u20b910.5795 as of 10 Sep 2026, AUM of \u20b9115 Cr, and a High Risk label. Its 1-year return is -4.87%.<\/p>\n","protected":false},"author":38,"featured_media":244180,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-244186","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["244180"],"rank_math_title":["Kotak NIFTY 100 Low Volatility 30 Index Fund Review"],"rank_math_description":["Kotak NIFTY 100 Low Volatility 30 Index Fund Direct Growth Plan NAV is \u20b910.5795 as of 10 Sep 2026; 1Y return is -4.87%."],"rank_math_focus_keyword":["Kotak NIFTY 100 Low Volatility 30 Index Fund Direct Growth Plan review"],"rank_math_robots":["a:2:{i:0;s:7:\"noindex\";i:1;s:8:\"nofollow\";}"]},"jetpack_sharing_enabled":true,"jetpack_featured_media_url":"https:\/\/univest.in\/blogs-2\/wp-content\/uploads\/2026\/09\/Kotak_NIFTY_100_Low_Volatility_30_Index_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_neutral.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/244186","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/users\/38"}],"replies":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/comments?post=244186"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/244186\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/244180"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=244186"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=244186"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=244186"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}