Kotak Nifty200 Value 30 Index Fund - Direct - Growth

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NAV: ₹ 9.66 ↓ -0.76%
[as on 14 July, 2026]

NAV chart

SMA (Simple Moving Average)

  • 50 SMA
  • 100 SMA
  • 200 SMA
  • 400 SMA

Returns

CAGR returns till date

CAGR returns of Kotak Nifty200 Value 30 Index Fund - Direct - Growth and its peers as on 14 July, 2026
NameYTD1D1W1M3M1Y3Y5Y7Y10Y
Kotak Nifty200 Value 30 Index Fund - Direct - Growth- -0.76% -1.03% -1.75% -1.4%-----
SBI NIFTY INDEX FUND - DIRECT PLAN - GROWTH -7.51% -0.66% -1.4% 2.1% 1.39% -3.26% 8.11% 9.7% 11.94% 11.79%
SBI Nifty Next 50 Index Fund - Direct Plan - Growth 3.44% -0.36% -0.53% 2.66% 7.16% 5.91% 18.04% 13.61%--
SBI CPSE Bond Plus SDL Sep 2026 50:50 Index Fund - Direct Plan - Growth 3.17% 0.01% 0.11% 0.54% 1.48% 5.91% 7.17%---
SBI CRISIL IBX Gilt Index - April 2029 Fund - Direct Plan - Growth 2.6% -0.06% -0.04% 0.6% 1.85% 5.16% 7.65%---
SBI |CRISIL IBX Gilt Index - June 2036 Fund - Direct Plan - Growth 3.17% -0.47% -0.37% 1.39% 2.96% 4.42% 7.77%---

Discrete returns (yearly)

Year2016201720182019202020212022202320242025
Returns----------

Discrete returns (monthly)

MonthSep 2025Oct 2025Nov 2025Dec 2025Jan 2026Feb 2026Mar 2026Apr 2026May 2026Jun 2026
Returns------ -12.66% 8.14% -1.11% -1.37%

Portfolio

Asset allocation

EquityDebtRealestateCommoditiesCash & Equivalents
100.04% 0.00% (Arbitrage: 0.00%) 0.00% 0.00% -0.04%

Equity

NameSymbol / ISINSectorWeight %
Oil And Natural Gas Corporation Ltd.ONGC (INE213A01029)Oil6.24%
NTPC LTDNTPC (INE733E01010)Power5.88%
Coal India LimitedCOALINDIA (INE522F01014)Consumable Fuels5.76%
Tata Steel Ltd.TATASTEEL (INE081A01020)Ferrous Metals5.63%
VEDANTA LTD.VEDL (INE205A01025)Diversified Metals5.60%
Power Grid Corporation of India Ltd.POWERGRID (INE752E01010)Power5.33%
Power Finance Corporation Ltd.PFC (INE134E01011)Finance5.25%
STATE BANK OF INDIA.SBIN (INE062A01020)Banks5.21%
Hindalco Industries Ltd.HINDALCO (INE038A01020)Non - Ferrous Metals5.19%
TATA MOTORS PASSENGER VEHICLES LTDTMPV (INE155A01022)Automobiles4.24%
INDIAN OIL CORPORATION LTD.IOC (INE242A01010)Petroleum Products4.15%
BHARAT PETROLEUM CORPORATION LTD.BPCL (INE029A01011)Petroleum Products3.93%
Grasim Industries Ltd.GRASIM (INE047A01021)Cement and Cement Products3.80%
SHRIRAM FINANCE LIMITEDSHRIRAMFIN (INE721A01047)Finance3.43%
BANK OF BARODABANKBARODA (INE028A01039)Banks3.01%
REC LTDRECLTD (INE020B01018)Finance2.88%
HINDUSTAN PETROLEUM CORPORATION LTD.HINDPETRO (INE094A01015)Petroleum Products2.66%
CANARA BANKCANBK (INE476A01022)Banks2.50%
INDUSIND BANK LTD.INDUSINDBK (INE095A01012)Banks2.38%
GAIL (India) Ltd.GAIL (INE129A01019)Gas2.24%
UNION BANK OF INDIAUNIONBANK (INE692A01016)Banks2.22%
FEDERAL BANK LTD.FEDERALBNK (INE171A01029)Banks2.10%
PUNJAB NATIONAL BANKPNB (INE160A01022)Banks2.09%
Oil India LimitedOIL (INE274J01014)Oil1.44%
INDIAN BANKINDIANB (INE562A01011)Banks1.30%
NMDC Ltd.NMDC (INE584A01023)Minerals and Mining1.28%
Steel Authority of India Ltd.SAIL (INE114A01011)Ferrous Metals1.18%
BANK OF INDIABANKINDIA (INE084A01016)Banks1.12%
LIC HOUSING FINANCE LTD.LICHSGFIN (INE115A01026)Finance1.07%
UPL LtdUPL (INE628A01036)Fertilizers and Agrochemicals0.93%
Portfolio data is as on date 31 March, 2026

NAV history

Kotak Nifty200 Value 30 Index Fund - Direct - Growth - 30 days NAV (Net asset value) history

DateNAV% change
14 July, 20269.66 -0.76%
13 July, 20269.734 0.04%
10 July, 20269.73 1.13%
9 July, 20269.621 0.54%
8 July, 20269.569 -1.97%
7 July, 20269.761 -0.45%
6 July, 20269.805 0.16%
3 July, 20269.789 -0.18%
2 July, 20269.807 0.35%
1 July, 20269.773 0.13%
30 June, 20269.76 -0.03%
29 June, 20269.763 -0.53%
25 June, 20269.815 -0.92%
24 June, 20269.906 0.26%
23 June, 20269.88 -1.53%
22 June, 202610.034 0.54%
19 June, 20269.98 -0.3%
18 June, 202610.01 0.14%
17 June, 20269.996 0.28%
16 June, 20269.968 -0.13%
15 June, 20269.981 1.52%
12 June, 20269.832 1.95%
11 June, 20269.644 -0.9%
10 June, 20269.732 -1.74%
9 June, 20269.904 1.1%
8 June, 20269.796 -1.2%
5 June, 20269.915 -0.42%
4 June, 20269.957 0.35%
3 June, 20269.922 0.47%
2 June, 20269.876

FAQ (Frequently asked questions)

  • What is latest/current NAV/price of Kotak Nifty200 Value 30 Index Fund - Direct - Growth?
    The latest NAV of Kotak Nifty200 Value 30 Index Fund - Direct - Growth is 9.66 as on 14 July, 2026.