Kotak NIFTY Commodities Index Fund-Regular Growth
Expense Ratio: 0.47
Risk: Very High
Other Scheme - Index Funds
Plan: Regular
Benchmark: Nifty Commodities TRI
Inception: 17-02-2025
Exit Load: Nil
Fund Size:₹216.77 Cr
Performance
1Y
Fund-0.78%
Cat. Avg.-1.42%
2Y
FundN/A
Cat. Avg.-0.02%
3Y
FundN/A
Cat. Avg.8.81%
5Y
FundN/A
Cat. Avg.7.22%
10Y
FundN/A
Cat. Avg.10.92%
SI
Fund7.09%
Cat. Avg.5.09%
Fund Facts
No available Data
Taxation
Any Holding Period (STCG & LTCG):As per Income Slab Rate
*Tax rates as per Finance Act 2024. Surcharge & cess may apply.
Allocation
Visualizing Fund's Exposure
Asset Class
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Market Cap
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Top Sectors
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Asset Class
Market Cap
Top Sectors
Portfolio Holdings
Detailed breakdown of instruments.
Instrument | Val (Cr) | % Assets | |
|---|---|---|---|
| 1 | RELIANCE INDUSTRIES LTD. | 28.95 | 9.99% |
| 2 | NTPC LTD | 23.19 | 8.01% |
| 3 | Tata Steel Ltd. | 21.32 | 7.36% |
| 4 | Hindalco Industries Ltd. | 19.00 | 6.56% |
| 5 | Ultratech Cement Ltd. | 18.27 | 6.31% |
| 6 | Grasim Industries Ltd. | 16.05 | 5.54% |
| 7 | JSW Steel Ltd. | 15.78 | 5.45% |
| 8 | Coal India Limited | 14.43 | 4.98% |
| 9 | ADANI POWER LTD | 12.74 | 4.40% |
| 10 | Oil And Natural Gas Corporation Ltd. | 12.52 | 4.32% |
SIP Returns
7th
| Period | SIP Date | Inv(₹) | Val(₹) | Abs(%) | XIRR |
|---|---|---|---|---|---|
| 1Y | 07 Nov, 25 | 60000 | 56801 | -5.3% | -10.8% |
| SI | 07 Apr, 25 | 95000 | 93672 | -1.4% | -1.8% |
Lumpsum Returns
| Period | Inv Date | Inv(₹) | Val(₹) | Abs(%) | CAGR |
|---|---|---|---|---|---|
| 1Y | 16 Oct, 25 | 1 L. | 99223 | -0.8% | -0.8% |
| SI | 18 Mar, 25 | 1 L. | 1.11 L. | +11.4% | +7.1% |
SIP Calculator
Visualize how small monthly investments grow over time.
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Future Value
₹23.80L
With SIP Amount ₹5,000
Total Invested
₹9.00LTotal Profit
₹14.80LSIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0
Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%
Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.