{"id":253231,"date":"2026-09-17T14:29:42","date_gmt":"2026-09-17T08:59:42","guid":{"rendered":"https:\/\/univest.in\/blogs-2\/kotak-nifty200-value-30-index-fund-direct-growth-review-2026\/"},"modified":"2026-09-17T14:29:42","modified_gmt":"2026-09-17T08:59:42","slug":"kotak-nifty200-value-30-index-fund-direct-growth-review-2026","status":"publish","type":"post","link":"https:\/\/univest.in\/blogs-2\/kotak-nifty200-value-30-index-fund-direct-growth-review-2026\/","title":{"rendered":"Kotak Nifty200 Value 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-nifty200-value-30-index-fund-g-direct-plan\">Kotak Nifty200 Value 30 Index Fund Direct Growth Plan<\/a> had a NAV of \u20b99.37 as of 16 Sep 2026 and an AUM of \u20b913 Cr. Its 1-year, 3-year and 5-year returns are 0%, 0% and 0%, and it sits in the High Risk category. Our view is that this is still a young index strategy, so the short track record and small asset base matter more than any near-term number, while the portfolio tilt can make outcomes more uneven than a broad-market passive fund.<\/p>\n<p>The fund can suit investors who understand that early-stage index tracking may look choppy before a longer history builds up. Because the benchmark is Nifty 50, its behaviour should be judged against how closely it stays aligned to the reference index rather than by a long history of outperformance.<\/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-nifty200-value-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-nifty200-value-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-nifty200-value-30-index-fund-direct-growth-review-2026\/#Should_you_BUY_or_HOLD_Kotak_Nifty200_Value_30_Index\" title=\"Should you BUY or HOLD Kotak Nifty200 Value 30 Index?\">Should you BUY or HOLD Kotak Nifty200 Value 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-nifty200-value-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-nifty200-value-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-nifty200-value-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-nifty200-value-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-nifty200-value-30-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-nifty200-value-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-10\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty200-value-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-11\" href=\"https:\/\/univest.in\/blogs-2\/kotak-nifty200-value-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>\u20b99.37 as of 16 Sep 2026<\/td>\n<\/tr>\n<tr>\n<td>AUM<\/td>\n<td>\u20b913 Cr<\/td>\n<\/tr>\n<tr>\n<td>Expense Ratio<\/td>\n<td>0.0%<\/td>\n<\/tr>\n<tr>\n<td>Launch Date<\/td>\n<td>05 Feb 2026<\/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 16 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>-3.51%<\/td>\n<td>-4.41%<\/td>\n<\/tr>\n<tr>\n<td>3M<\/td>\n<td>-6.26%<\/td>\n<td>-3.6%<\/td>\n<\/tr>\n<tr>\n<td>1Y<\/td>\n<td>Data not available<\/td>\n<td>Data not available<\/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>On the very recent numbers, the fund has been softer over three months than the benchmark, while over one month it has held up a little better. That tells us the fund has not moved in a straight line, and the short-term path has been uneven enough for investors to notice.<\/p>\n<p>The provided return history is still too short for any meaningful 1-year, 3-year or 5-year judgement, because this scheme launched only in February 2026. For now, the more useful reading is that recent weakness has been moderate rather than severe, and the fund has shown some ability to stay close to the benchmark at times even though it has also lagged it in the 3-month window.<\/p>\n<p>Since the strategy is linked to the Nifty 50, the main question is tracking behaviour, not active outperformance. Our reading is that the current evidence base is limited, so the fund should be assessed more as an early-stage passive vehicle than as a performance story with a long compounding record.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 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_Nifty200_Value_30_Index\"><\/span>Should you BUY or HOLD Kotak Nifty200 Value 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 Nifty200 Value 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-nifty200-value-30-index-fund-g-direct-plan\">Kotak Nifty200 Value 30 Index Fund Direct Growth Plan<\/a><\/td>\n<td>Data not available<\/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>29.31%<\/td>\n<td>30.01%<\/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>21.45%<\/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>21.13%<\/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>20.68%<\/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>17.57%<\/td>\n<td>18.84%<\/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 peer set, the fund does not have a usable 1-year return figure yet, while several peers do. That makes the short-term comparison one-sided, with the more mature schemes showing clearly positive multi-year figures and this fund still waiting for a longer record.<\/p>\n<p>For 3-year and 5-year comparison, the picture is also incomplete for this scheme because the fund is too new. The peers with longer histories show solid positive returns in some cases, but those numbers should be viewed as background context rather than a direct verdict on this fund\u2019s own record.<\/p>\n<p>The short-term and longer-term stories are therefore different: the peer list shows what established index strategies can look like, while this scheme mainly shows the early phase of a fresh launch.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 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>State Bank of India.<\/td>\n<td>Bank<\/td>\n<td>5.32%<\/td>\n<\/tr>\n<tr>\n<td>Bharat Petroleum Corporation Ltd.<\/td>\n<td>Crude Oil<\/td>\n<td>5.31%<\/td>\n<\/tr>\n<tr>\n<td>Oil and Natural Gas Corporation Ltd.<\/td>\n<td>Crude Oil<\/td>\n<td>5.01%<\/td>\n<\/tr>\n<tr>\n<td>Hindalco Industries Ltd.<\/td>\n<td>Non &#8211; Ferrous Metals<\/td>\n<td>4.98%<\/td>\n<\/tr>\n<tr>\n<td>NTPC Ltd<\/td>\n<td>Power<\/td>\n<td>4.76%<\/td>\n<\/tr>\n<tr>\n<td>Coal India Limited<\/td>\n<td>Mining<\/td>\n<td>4.72%<\/td>\n<\/tr>\n<tr>\n<td>Indian Oil Corporation Ltd.<\/td>\n<td>Crude Oil<\/td>\n<td>4.64%<\/td>\n<\/tr>\n<tr>\n<td>Tata Motors Passenger Vehicles Ltd<\/td>\n<td>Automobile &amp; Ancillaries<\/td>\n<td>4.59%<\/td>\n<\/tr>\n<tr>\n<td>ITC Ltd.<\/td>\n<td>FMCG<\/td>\n<td>4.57%<\/td>\n<\/tr>\n<tr>\n<td>Grasim Industries Ltd.<\/td>\n<td>Diversified<\/td>\n<td>4.42%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>The top 10 holdings account for approximately 48.32% of the portfolio.<\/p>\n<p>To see all holdings, visit the <a href=\"https:\/\/univest.in\/mutual-funds\/kotak-nifty200-value-30-index-fund-g-direct-plan\">Kotak Nifty200 Value 30 Index Fund Direct Growth Plan<\/a> page<\/p>\n<p>The largest holding, State Bank of India., carries a 5.32% weight, so no single position dominates the portfolio by itself. The gap from the first holding to the tenth is modest rather than dramatic, which suggests the fund spreads its exposure across a cluster of fairly similar weights instead of relying on one or two oversized positions.<\/p>\n<p>Because the top 10 holdings together account for 48.32% of the portfolio and there are 30 disclosed holdings in total, the remaining weight is distributed across a longer tail of smaller positions. That structure may reduce reliance on any one stock, but it can also mean that several mid-sized positions together are likely to have greater influence on results than a single standout holding.<\/p>\n<p>For an index fund, this pattern can be useful because it keeps the portfolio anchored to multiple businesses rather than a narrow handful. At the same time, the visible weights show that sector and stock mix still matter, especially when a few crude-oil names, financials and industrials all sit near the top.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 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 who are comfortable with High Risk products and who can stay invested for a longer horizon, especially because the scheme was launched only in February 2026. The short return record means patience matters more than trying to read too much into a brief stretch of movement.<\/p>\n<p>The main trade-off is that you get a low-cost index structure with a Nifty 50 benchmark, but you also accept early-stage performance uncertainty and the possibility of uneven near-term tracking. Investors who want a plain index exposure and can tolerate temporary weakness may find the profile more suitable than someone looking for a mature, proven track 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>No exit load.<\/p>\n<p class=\"mf-source-date\"><small>Source data date: as of 16 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 Nifty200 Value 30 Index Fund Direct Growth Plan?<\/strong><br \/>Its NAV is \u20b99.37 as of 16 Sep 2026.<\/p>\n<p><strong>What are the fund\u2019s 1-year, 3-year and 5-year returns?<\/strong><br \/>Its 1-year, 3-year and 5-year returns are Data not available, Data not available and Data not available. The scheme launched in February 2026, so there is no long return history yet.<\/p>\n<p><strong>How has the fund performed against the benchmark?<\/strong><br \/>Over 1 month, the fund return was -3.51% versus -4.41% for Nifty 50. Over 3 months, the fund returned -6.26% versus -3.6% for the benchmark.<\/p>\n<p><strong>How does it compare with other peer funds?<\/strong><br \/>The peer set includes several schemes with positive 1-year and 3-year returns, while this fund does not yet have a usable long return record. That makes the comparison more about maturity of track record than about a direct performance contest.<\/p>\n<p><strong>What is the minimum SIP amount?<\/strong><br \/>The minimum SIP amount is \u20b9100.<\/p>\n<p><strong>Who manages the fund and what is the exit load?<\/strong><br \/>The fund is managed by Satish Dondapati, Abhishek Bisen and Jeetu Valechha Sonar. There is 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 is a new, high-risk index fund with a very short record, so its recent numbers matter more as an early signal than as a lasting pattern. It has been mixed versus Nifty 50 in the latest windows, while the peer set shows what more established schemes can produce over longer periods. The portfolio is spread across 30 holdings, with the top 10 accounting for 48.32%, so the fund is not built around one dominant stock. It may suit investors seeking a low-cost passive allocation who can wait for a fuller track record.<\/p>\n<p class=\"univest-posted-at\" style=\"font-size:14px;color:#666;margin:20px 0 8px\">Published on 17 September 2026 at 2:28 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 Nifty200 Value 30 Index Fund Direct Growth Plan\",\"identifier\":\"kotak-nifty200-value-30-index-fund-g-direct-plan\",\"category\":\"Index Funds\",\"dateCreated\":\"05 Feb 2026\",\"isAccessibleForFree\":true,\"additionalProperty\":[{\"@type\":\"PropertyValue\",\"name\":\"NAV\",\"value\":9.37,\"valueReference\":\"as of 16 Sep 2026\"},{\"@type\":\"PropertyValue\",\"name\":\"AUM\",\"value\":\"13 Cr\"},{\"@type\":\"PropertyValue\",\"name\":\"Expense Ratio\",\"value\":\"0.0\"},{\"@type\":\"PropertyValue\",\"name\":\"Benchmark\",\"value\":\"Nifty 50\"},{\"@type\":\"PropertyValue\",\"name\":\"1Y Return\",\"value\":0},{\"@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 Nifty200 Value 30 Index Fund Direct Growth Plan?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Its NAV is \u20b99.37 as of 16 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, 3-year and 5-year returns are Data not available, Data not available and Data not available. The scheme launched in February 2026, so there is no long return history yet.\"}},{\"@type\":\"Question\",\"name\":\"How has the fund performed against the benchmark?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"Over 1 month, the fund return was -3.51% versus -4.41% for Nifty 50. Over 3 months, the fund returned -6.26% versus -3.6% for the benchmark.\"}},{\"@type\":\"Question\",\"name\":\"How does it compare with other peer funds?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The peer set includes several schemes with positive 1-year and 3-year returns, while this fund does not yet have a usable long return record. That makes the comparison more about maturity of track record than about a direct performance contest.\"}},{\"@type\":\"Question\",\"name\":\"What is the minimum SIP amount?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The minimum SIP amount is \u20b9100.\"}},{\"@type\":\"Question\",\"name\":\"Who manages the fund and what is the exit load?\",\"acceptedAnswer\":{\"@type\":\"Answer\",\"text\":\"The fund is managed by Satish Dondapati, Abhishek Bisen and Jeetu Valechha Sonar. There is no exit load.\"}}]}<\/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 Nifty200 Value 30 Index Fund Direct Growth Plan had a NAV of \u20b99.37 as of 16 Sep 2026, AUM of \u20b913 Cr and a High Risk profile.<\/p>\n","protected":false},"author":38,"featured_media":253230,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[3841],"tags":[],"class_list":["post-253231","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-mutual-funds"],"metadata":{"rank_math_internal_links_processed":["1"],"_thumbnail_id":["253230"],"rank_math_title":["Kotak Nifty200 Value 30 Index Fund Review"],"rank_math_description":["Kotak Nifty200 Value 30 Index Fund Direct Growth Plan NAV is \u20b99.37 as of 16 Sep 2026. 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