{"id":250075,"date":"2026-09-16T16:14:55","date_gmt":"2026-09-16T10:44:55","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/kotak-nifty-top-10-equal-weight-index-fund-direct-growth-review-2026\/"},"modified":"2026-09-16T16:14:55","modified_gmt":"2026-09-16T10:44:55","slug":"kotak-nifty-top-10-equal-weight-index-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/kotak-nifty-top-10-equal-weight-index-fund-direct-growth-review-2026\/","title":{"rendered":"Kotak Nifty Top 10 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-top-10-equal-weight-index-fund-g-direct-plan\">Kotak Nifty Top 10 Equal Weight Index Fund Direct Growth Plan<\/a> had a NAV of \u20b98.829 as of 15 Sep 2026 and an AUM of \u20b939 Cr. Its 1-year, 3-year and 5-year returns are -10.87%, 0% and 0%, and the scheme is tagged High Risk. Our view is that this is a narrow, index-based equity option for investors who can tolerate sharp near-term swings and want a rules-based exposure rather than active stock selection.<\/p>\n<p>The portfolio is limited to 10 large holdings, with technology and financial names taking the largest spots. That makes the fund easy to understand, but it also means performance is closely tied to a small set of stocks and to broad market moves.<\/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-top-10-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-top-10-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-top-10-equal-weight-index-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Kotak_Nifty_Top_10_Equal_Weight_Index\" title=\"Should you BUY or HOLD Kotak Nifty Top 10 Equal Weight Index?\">Should you BUY or HOLD Kotak Nifty Top 10 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-top-10-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-top-10-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-top-10-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-top-10-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-top-10-equal-weight-index-fund-direct-growth-review-2026\/#Frequently_asked_questions\" title=\"Frequently asked questions\">Frequently asked questions<\/a><\/li><li class='ez-toc-page-1 ez-toc-heading-level-2'><a class=\"ez-toc-link ez-toc-heading-9\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-top-10-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-10\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-top-10-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-11\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty-top-10-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>\u20b98.829 as of 15 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b939 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>28 Apr 2025<\/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>-3.61%<\/td>\n<td>-4.81%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>-4.25%<\/td>\n<td>-3.63%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>-10.87%<\/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>The recent picture is mixed. Over 1 month, the fund fell less than the benchmark, which suggests it held up slightly better during a weak stretch. Over 3 months, it lagged the benchmark, and over 1 year it also trailed by a clear margin. That combination tells us the fund has not yet established a stable edge over its reference index.<\/p>\n<p>The path over the last year has been uneven rather than one-directional. There was an early lift, then a long decline, then a partial recovery before another softer patch toward the end. For an index fund with a compact portfolio, this kind of swing can happen when a few heavy weights dominate the outcome and those names move out of step with the wider market.<\/p>\n<p>The longer-term return record is still too short to read as a mature cycle, because the scheme launched in April 2025. Even so, the available 1-year figure and the shorter-window behaviour both point in the same direction: the fund has been under pressure, and the benchmark has been a little steadier overall.<\/p>\n<p>From an investor\u2019s standpoint, the main question is not whether the fund can track equity markets over time, but whether one wants this concentrated slice of the market at all. The recent trend has been weaker than the benchmark at the longer horizons we can observe, so patience would matter if one expects a quick rebound.<\/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_Top_10_Equal_Weight_Index\"><\/span>Should you BUY or HOLD Kotak Nifty Top 10 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 Top 10 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-top-10-equal-weight-index-fund-g-direct-plan\">Kotak Nifty Top 10 Equal Weight Index Fund Direct Growth Plan<\/a><\/td>\n<td>-10.87%<\/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>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. The fund\u2019s 1-year return is clearly behind the stronger peer figures listed here, while its 3-year and 5-year rows cannot yet be compared because the fund has no available history for those periods. That means the short-term comparison looks weak, but the longer-term peer view is incomplete for this scheme.<\/p>\n<p>The more useful comparison is qualitative: the peers with available data show that strong outcomes are possible in different index themes, while this fund has struggled over the last year. For an investor, that means the decision depends less on chasing recent performance and more on whether the fund\u2019s concentrated ten-stock structure fits a cautious, rules-based allocation.<\/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>Tata Consultancy Services Ltd.<\/td>\n<td>IT<\/td>\n<td>11.47%<\/td>\n<\/tr>\n<tr>\n<td>Infosys Ltd.<\/td>\n<td>IT<\/td>\n<td>10.82%<\/td>\n<\/tr>\n<tr>\n<td>ICICI Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>10.67%<\/td>\n<\/tr>\n<tr>\n<td>Kotak Mahindra Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>10.42%<\/td>\n<\/tr>\n<tr>\n<td>Reliance Industries Ltd.<\/td>\n<td>Crude Oil<\/td>\n<td>9.8%<\/td>\n<\/tr>\n<tr>\n<td>Larsen and Toubro Ltd.<\/td>\n<td>Infrastructure<\/td>\n<td>9.75%<\/td>\n<\/tr>\n<tr>\n<td>Bharti Airtel Ltd.<\/td>\n<td>Telecom<\/td>\n<td>9.73%<\/td>\n<\/tr>\n<tr>\n<td>Axis Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>9.47%<\/td>\n<\/tr>\n<tr>\n<td>HDFC Bank Ltd.<\/td>\n<td>Bank<\/td>\n<td>9.01%<\/td>\n<\/tr>\n<tr>\n<td>ITC Ltd.<\/td>\n<td>FMCG<\/td>\n<td>8.87%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The largest holding, Tata Consultancy Services Ltd., carries a weight of 11.47%, so no single stock dominates outright. Even so, the gap from the first holding to the tenth is not wide in absolute terms, because the tenth position still sits close to 9%. That tells us the fund spreads exposure across a small set of sizeable names rather than placing very large bets on just one or two stocks.<\/p>\n<p>The top 10 holdings together account for 100% of the portfolio, and there are no disclosed holdings beyond that list. In practical terms, the fund is fully concentrated in these 10 positions, which means each name may have a meaningful impact on returns. The heavier presence of IT and banks may also make the fund more sensitive to movements in those areas of the market.<\/p>\n<p>That structure may suit investors who want a compact, transparent equity basket and are comfortable with the fact that the fund\u2019s outcome is likely to depend on a small number of large companies. It is less suitable for those who want broader diversification across many holdings.<\/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 suits investors with a high tolerance for equity volatility and a clear understanding that a ten-stock equal-weight structure can move sharply when a few major names are weak. The risk profile and the negative 1-year return both point to the need for patience rather than a short holding period.<\/p>\n<p>It is better viewed with a longer horizon, ideally by someone who can hold through uneven stretches while tracking how the portfolio behaves against the benchmark. The main trade-off is between simplicity and concentration: the fund offers a clean, rules-based approach, but that same design can make short-term performance choppy.<\/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 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<p><strong>What is the current NAV of Kotak Nifty Top 10 Equal Weight Index Fund Direct Growth Plan?<\/strong><br \/>The current NAV is \u20b98.829 as of 15 Sep 2026.<\/p>\n<p><strong>What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/strong><br \/>Its 1-year return is -10.87%, while the 3-year and 5-year returns are not available in the current history.<\/p>\n<p><strong>How does it compare with NIFTY 50?<\/strong><br \/>It has lagged NIFTY 50 over 3 months and 1 year, though it held up slightly better over 1 month.<\/p>\n<p><strong>How does it compare with peer funds on available return data?<\/strong><br \/>Its 1-year return is weaker than the peer funds listed here with available 1-year figures. The fund does not yet have 3-year or 5-year history for a like-for-like comparison.<\/p>\n<p><strong>What is the minimum SIP amount?<\/strong><br \/>The minimum SIP amount is \u20b9100.<\/p>\n<p><strong>What are the key portfolio and cost features?<\/strong><br \/>The fund has an expense ratio of 0.22%, no exit load, and a 10-stock portfolio led by TCS, Infosys and ICICI Bank.<\/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 record is weaker than the benchmark at the longer windows we can see, even though it showed a slightly better 1-month stretch. Peer comparison also points to a softer recent outcome on available 1-year figures. The portfolio is simple but concentrated, with all disclosed exposure inside 10 large holdings. That makes the fund most relevant for investors who want a compact, rules-based equity allocation and can handle High Risk volatility without expecting a smooth ride.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 16 September 2026 at 4:14 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 Top 10 Equal Weight Index Fund Direct Growth Plan\",\"identifier\":\"kotak-nifty-top-10-equal-weight-index-fund-g-direct-plan\",\"category\":\"Index Funds\",\"dateCreated\":\"28 Apr 2025\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":8.829,\"valueReference\":\"as of 15 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"39 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.22\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":-10.87},{\"@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 Top 10 Equal Weight Index Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The current NAV is \u20b98.829 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\":\"Its 1-year return is -10.87%, while the 3-year and 5-year returns are not available in the current history.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with NIFTY 50?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"It has lagged NIFTY 50 over 3 months and 1 year, though it held up slightly better over 1 month.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with peer funds on available return data?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its 1-year return is weaker than the peer funds listed here with available 1-year figures. The fund does not yet have 3-year or 5-year history for a like-for-like comparison.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"What are the key portfolio and cost features?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund has an expense ratio of 0.22%, no exit load, and a 10-stock portfolio led by TCS, Infosys and ICICI Bank.\"}}]}<\/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 Top 10 Equal Weight Index Fund Direct Growth Plan had a NAV of \u20b98.829 as of 15 Sep 2026, AUM of \u20b939 Cr and a High Risk tag, with a 1-year return of -10.87%.<\/p>\n","protected":false},"author":38,"featured_media":250074,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-250075","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["250074"],"rank_math_title":["Kotak Nifty Top 10 Equal Weight Fund NAV &amp; Returns"],"rank_math_description":["Kotak Nifty Top 10 Equal Weight Index Fund Direct Growth Plan review: NAV \u20b98.829, 1Y return -10.87%, High Risk, and a 10-stock portfolio."],"rank_math_focus_keyword":["Kotak Nifty Top 10 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_Top_10_Equal_Weight_Index_Fund_Direct_Growth_Review_2026_NAV_Returns_Portfolio_Should_You_Invest_bearish.png","_links":{"self":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/250075","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=250075"}],"version-history":[{"count":0,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/posts\/250075\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media\/250074"}],"wp:attachment":[{"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/media?parent=250075"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/categories?post=250075"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/univest.in\/blogs-2\/wp-json\/wp\/v2\/tags?post=250075"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}