Kotak NIFTY 100 Low Volatility 30 Index Fund Direct Reinvestment Inc Dist cum Cap Wdrl

Kotak NIFTY 100 Low Volatility 30 Index Fund Direct Reinvestment Inc Dist cum Cap Wdrl is an equity fund. This fund was started on 7 June, 2024. The fund is managed by Devender Singhal, Satish Dondapati, Abhishek Bisen. The fund could potentially beat inflation in the long-run.

1. Kotak NIFTY 100 Low Volatility 30 Index Fund Direct Reinvestment Inc Dist cum Cap Wdrl has ₹122 Cr worth of assets under management (AUM) as on Oct 2025 and is more than category average.
2. The fund has an expense ratio 0.3.
   

Kotak NIFTY 100 Low Volatility 30 Index Fund Direct Reinvestment Inc Dist cum Cap Wdrl has given a CAGR return of 8.63% since inception. Over the last 1 year the fund has given a CAGR return of 3.00%.

Kotak NIFTY 100 Low Volatility 30 Index Fund Direct Reinvestment Inc Dist cum Cap Wdrl has allocated its funds majorly in Financial Services, Health, Consumer Defensive, Basic Materials, Consumer Cyclical, Tech, Energy, Communication, Industrial. Its top holdings are ITC Ltd, HDFC Bank Ltd, ICICI Bank Ltd, Nestle India Ltd, Hindustan Unilever Ltd

As it is a index funds mutual fund the taxation is as follows:
For short term (less than a year) capital gains will be taxed at 20%
For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefit
Dividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.

The investment objective of the scheme is to provide returns that, before expenses, corresponding to the total returns of the securities as represented by the underlying index, subject to tracking errors. However, There is no assurance that the investment objective of the Scheme will be achieved.

Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Kotak NIFTY 100 Low Volatility 30 Index Fund Direct Reinvestment Inc Dist cum Cap Wdrl has no lock in period.