{"id":247728,"date":"2026-09-16T09:15:52","date_gmt":"2026-09-16T03:45:52","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/kotak-nifty-50-equal-weight-index-fund-direct-growth-review-2026\/"},"modified":"2026-09-16T09:15:52","modified_gmt":"2026-09-16T03:45:52","slug":"kotak-nifty-50-equal-weight-index-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/kotak-nifty-50-equal-weight-index-fund-direct-growth-review-2026\/","title":{"rendered":"Kotak Nifty 50 Equal Weight 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-50-equal-weight-index-fund-g-direct-plan\">Kotak Nifty 50 Equal Weight Index Fund Direct Growth Plan<\/a> currently has a NAV of \u20b910.797 as of 15 Sep 2026 and manages \u20b967 Cr. Its 1-year, 3-year and 5-year returns are -1.06%, 0% and 0%, and the scheme is tagged as High Risk. Our view is that this is a narrow-fit index strategy for investors who want Nifty 50 exposure with equal-weight construction, but the recent return profile has been weak and the fund has only a short live history after launching on 23 Dec 2024.<\/p>\n<p>The low expense ratio of 0.22% helps keep costs contained, but the return record still needs more time to build. For now, the fund looks better suited to investors who understand that equal-weight index exposure can behave differently from the headline Nifty 50 and who are comfortable with short-term swings while waiting for a fuller performance track record.<\/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-50-equal-weight-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-50-equal-weight-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-50-equal-weight-index-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Kotak_Nifty_50_Equal_Weight_Index\" title=\"Should you BUY or HOLD Kotak Nifty 50 Equal Weight Index?\">Should you BUY or HOLD Kotak Nifty 50 Equal Weight 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-50-equal-weight-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-50-equal-weight-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-50-equal-weight-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-50-equal-weight-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-50-equal-weight-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-50-equal-weight-index-fund-direct-growth-review-2026\/#What_is_the_current_NAV_of_Kotak_Nifty_50_Equal_Weight_Index_Fund_Direct_Growth_Plan\" title=\"What is the current NAV of Kotak Nifty 50 Equal Weight Index Fund Direct Growth Plan?\">What is the current NAV of Kotak Nifty 50 Equal Weight 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-50-equal-weight-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-50-equal-weight-index-fund-direct-growth-review-2026\/#How_has_the_fund_performed_against_NIFTY_50\" title=\"How has the fund performed against NIFTY 50?\">How has the fund performed against NIFTY 50?<\/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-50-equal-weight-index-fund-direct-growth-review-2026\/#How_does_the_fund_compare_with_the_peer_funds_shown_here\" title=\"How does the fund compare with the peer funds shown here?\">How does the fund compare with the peer funds shown here?<\/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-50-equal-weight-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-50-equal-weight-index-fund-direct-growth-review-2026\/#What_is_the_risk_level_and_who_manages_the_fund\" title=\"What is the risk level, and who manages the fund?\">What is the risk level, and who manages the fund?<\/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-50-equal-weight-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-50-equal-weight-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-50-equal-weight-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>\u20b910.797 as of 15 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b967 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.22%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>23 Dec 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 15 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>-4.96%<\/td>\n<td>-4.81%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>-2.47%<\/td>\n<td>-3.63%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>-1.06%<\/td>\n<td>-8.27%<\/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>In the recent one-month window, the fund has been weak, and the drop has been slightly steeper than the benchmark. That tells us the equal-weight structure has not offered a short-term cushion, even though the benchmark itself has also been under pressure.<\/p>\n<p>The three-month picture is a little better for the fund than for the benchmark, which suggests it has held up somewhat more steadily across the latest quarter. Still, both lines point to a choppy stretch rather than a clean recovery, so we would not read too much into a single short window.<\/p>\n<p>Across one year, the fund has been far less negative than NIFTY 50. That gap matters because it shows the fund has cushioned part of the benchmark weakness over the broader twelve-month period, even if the current run remains soft.<\/p>\n<p>There is not enough live history yet to read a true 3-year or 5-year compounding pattern, so the main takeaway is that the fund has been better than the benchmark over 1 year, but the very recent trend is mixed and still volatile.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 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_50_Equal_Weight_Index\"><\/span>Should you BUY or HOLD Kotak Nifty 50 Equal Weight 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 50 Equal Weight 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-50-equal-weight-index-fund-g-direct-plan\">Kotak Nifty 50 Equal Weight Index Fund Direct Growth Plan<\/a><\/td>\n<td>-1.06%<\/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>32.61%<\/td>\n<td>29.92%<\/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>25.91%<\/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>21.71%<\/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-midsmall-financial-services-index-fund-g-direct-plan\">Motilal Oswal Nifty MidSmall Financial Services Index Fund Direct Growth Plan<\/a><\/td>\n<td>20.15%<\/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-nifty-pharma-index-fund-g-direct-plan\">ICICI Pru Nifty Pharma Index Fund Direct Growth Plan<\/a><\/td>\n<td>18.11%<\/td>\n<td>18.92%<\/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. On available one-year figures, this fund trails the peer set by a wide margin, while the listed peers have much stronger recent outcomes. The longer-window comparison is less useful here because this scheme does not yet have a usable 3-year or 5-year history, so the short-term gap is the clearer signal. That makes the comparison more about maturity and recent behaviour than about a full-cycle contest.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 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>Eternal Limited<\/td>\n<td>Retailing<\/td>\n<td>2.53%<\/td>\n<\/tr>\n<tr>\n<td>Bajaj Auto Ltd.<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>2.46%<\/td>\n<\/tr>\n<tr>\n<td>HCL Technologies Ltd.<\/td>\n<td>IT<\/td>\n<td>2.33%<\/td>\n<\/tr>\n<tr>\n<td>Titan Company Ltd.<\/td>\n<td>Diamond &amp; Jewellery<\/td>\n<td>2.33%<\/td>\n<\/tr>\n<tr>\n<td>Tata Consultancy Services Ltd.<\/td>\n<td>IT<\/td>\n<td>2.25%<\/td>\n<\/tr>\n<tr>\n<td>Bajaj Finserv Ltd.<\/td>\n<td>Finance<\/td>\n<td>2.24%<\/td>\n<\/tr>\n<tr>\n<td>Tech Mahindra Ltd.<\/td>\n<td>IT<\/td>\n<td>2.2%<\/td>\n<\/tr>\n<tr>\n<td>Shriram Finance Limited<\/td>\n<td>Finance<\/td>\n<td>2.15%<\/td>\n<\/tr>\n<tr>\n<td>Nestle India Ltd.<\/td>\n<td>FMCG<\/td>\n<td>2.14%<\/td>\n<\/tr>\n<tr>\n<td>Grasim Industries Ltd.<\/td>\n<td>Diversified<\/td>\n<td>2.13%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 22.76% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/kotak-nifty-50-equal-weight-index-fund-g-direct-plan\">Kotak Nifty 50 Equal Weight Index Fund Direct Growth Plan<\/a> page<\/p>\n<p>The largest holding is Eternal Limited at 2.53%, which is close to the rest of the top block and shows that no single name dominates the disclosed list. The fall from the first holding to the tenth is modest, from 2.53% to 2.13%, so the table suggests a fairly even spread among the largest positions rather than a sharp concentration at the top.<\/p>\n<p>That pattern fits the equal-weight approach. The top 10 holdings together account for 22.76% of the portfolio, while 50 holdings are disclosed in total, so the rest of the scheme may still matter materially. In our view, this is a structure where a broad set of positions can influence returns instead of a very small cluster of large bets.<\/p>\n<p>Because the largest disclosed weights are tightly grouped, the portfolio may behave more evenly across its major names than a traditional market-cap-weighted large-cap fund. At the same time, the long tail beyond the first 10 holdings means the full impact of the scheme is not visible from the leading names alone.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 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 aligned with investors who are comfortable with High Risk funds and who can stay invested long enough to ride through uneven short-term periods. The one-year result has been better than the benchmark, but the recent one-month and three-month numbers show that the path has still been choppy.<\/p>\n<p>The main trade-off is between broader equal-weight exposure and a live track record that is still short. Investors who want an index-based large-cap style exposure and can accept near-term fluctuation may find the structure reasonable, while those looking for a more established performance record may prefer to wait for a longer history.<\/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>Exit load: No exit load.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 15 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_50_Equal_Weight_Index_Fund_Direct_Growth_Plan\"><\/span>What is the current NAV of Kotak Nifty 50 Equal Weight Index Fund Direct Growth Plan?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The current NAV is \u20b910.797 as of 15 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 -1.06%, while the 3-year and 5-year returns are both 0% in the available record. The shorter live history explains why the longer periods are not yet usable here.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_has_the_fund_performed_against_NIFTY_50\"><\/span>How has the fund performed against NIFTY 50?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund has done better than NIFTY 50 over 1 year, with -1.06% versus -8.27%. Over 1 month, the fund is slightly weaker than the benchmark, while over 3 months it is a bit steadier.<\/p>\n<h3 style=\"font-weight:700\"><span class=\"ez-toc-section\" id=\"How_does_the_fund_compare_with_the_peer_funds_shown_here\"><\/span>How does the fund compare with the peer funds shown here?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>On the available 1-year figures, this fund trails the listed peers by a wide margin. The peers shown have much stronger recent numbers, although some of them also have long-window data that this scheme does not yet have.<\/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=\"What_is_the_risk_level_and_who_manages_the_fund\"><\/span>What is the risk level, and who manages the fund?<span class=\"ez-toc-section-end\"><\/span><\/h3>\n<p>The fund is tagged as High Risk. It is managed by Satish Dondapati, Abhishek Bisen and Jeetu Valechha Sonar.<\/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>Kotak Nifty 50 Equal Weight Index Fund Direct Growth Plan has a mixed early record: the one-year outcome is less negative than the benchmark, but the latest month and quarter are still weak. Compared with the listed peers, the available one-year figure is clearly behind, while the lack of a longer live history limits deeper comparison. The equal-weight portfolio is reasonably spread across holdings, with no single position dominating the top block, so this is a fund for investors who can accept High Risk and wait for a longer track record.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 16 September 2026 at 9:12 AM 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 50 Equal Weight Index Fund Direct Growth Plan\",\"identifier\":\"kotak-nifty-50-equal-weight-index-fund-g-direct-plan\",\"category\":\"Index Funds\",\"dateCreated\":\"23 Dec 2024\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":10.797,\"valueReference\":\"as of 15 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"67 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.22\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":-1.06},{\"@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 50 Equal Weight Index Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b910.797 as of 15 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 -1.06%, while the 3-year and 5-year returns are both 0% in the available record. The shorter live history explains why the longer periods are not yet usable here.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund performed against NIFTY 50?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund has done better than NIFTY 50 over 1 year, with -1.06% versus -8.27%. Over 1 month, the fund is slightly weaker than the benchmark, while over 3 months it is a bit steadier.\"}},{\"@type\":\"Question\",\"name\":\"How does the fund compare with the peer funds shown here?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"On the available 1-year figures, this fund trails the listed peers by a wide margin. The peers shown have much stronger recent numbers, although some of them also have long-window data that this scheme does not yet have.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"What is the risk level, and who manages the fund?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is tagged as High Risk. It is managed by Satish Dondapati, Abhishek Bisen and Jeetu Valechha Sonar.\"}}]}<\/script><script type=\"application\/ld+json\">{\"@context\":\"https:\/\/schema.org\",\"@type\":\"Organization\",\"name\":\"Uniapps Investment Adviser Pvt. Ltd.\",\"description\":\"SEBI Registered Investment Adviser INA000017639\"}<\/script><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Kotak Nifty 50 Equal Weight Index Fund Direct Growth Plan has a NAV of \u20b910.797 as of 15 Sep 2026, AUM of \u20b967 Cr and 1Y return of -1.06%.<\/p>\n","protected":false},"author":38,"featured_media":247727,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-247728","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["247727"],"rank_math_title":["Kotak Nifty 50 Equal Weight Fund | NAV &amp; Review"],"rank_math_description":["Kotak Nifty 50 Equal Weight Index Fund Direct Growth Plan has a NAV of \u20b910.797 and 1Y return of -1.06% as of 15 Sep 2026."],"rank_math_focus_keyword":["Kotak Nifty 50 Equal Weight 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_50_Equal_Weight_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\/247728","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=247728"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/247728\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/247727"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=247728"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=247728"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=247728"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}