3Y and 5Y returns are annualised.
Estimate only. It assumes the selected past return repeats every year; 3Y and 5Y figures are taken as annualised. This scheme is too new to have a track record for any of those windows, so the calculator starts on a neutral custom rate — change it to whatever you assume.
This is a fund of funds — it invests in other funds and ETFs rather than individual companies, so the source publishes its underlying holdings without a sector split.
| # | Fund / ETF | Weight | YTD |
|---|---|---|---|
| 1 | Kotak Nifty 200 Momentum 30 ETF
INF174KA1XS6 |
50.14%
|
+0.00% |
| 2 | Kotak Nifty 100 Low Volatility 30 ETF
INF174KA1IY5 |
41.54%
|
+0.00% |
To generate long-term capital appreciation from a portfolio created by investing in units of factor-based equity ETFs However, there is no assurance that the investment objective of the scheme will be realized
Fund manager(s): Abhishek Bisen, Rohit Tandon
Exit load: No charges for withdrawal