Kotak Nifty200 Value 30 Index Fund Direct-Growth NFO

January 16, 2026

RA Jainee

Kotak Nifty200 Value 30 Index Fund – Direct | Growth

📌 Fund Snapshot & Key Details (Master Table)

Particulars	Details
Fund House	Kotak Mahindra Mutual Fund
Scheme Type	Open-ended
Category	Equity – Value Oriented
Benchmark	Nifty200 Value 30 TRI
NFO Opens	15 January 2026
NFO Closes	29 January 2026
Plan / Option	Growth, IDCW
Minimum Investment (Rs.)	100
Exit Load	0
Lock-in Period	NA
Riskometer	Very High
Registrar	Computer Age Management Services Ltd. (CAMS)

⚖️ Sahifund NFO Review

Kotak Nifty200 Value 30 Index Fund – Direct | Growth

PLUS

• Exposure to a disciplined value-based index with low P/E and high dividend yield
• Broad universe (Nifty 200) filtered down to top 30 value stocks
• Low-cost passive strategy, eliminating fund manager bias
• Zero exit load and low minimum investment enhance flexibility
• Suitable for investors seeking mean reversion plays over full market cycles

MINUS

• High cyclicality; value strategies can underperform during momentum-led rallies
• Concentrated portfolio (30 stocks) increases sector and stock-level volatility
• No downside protection in prolonged bear or growth-led markets
• Performance heavily dependent on timing and patience
• Not suitable for short-term or conservative investors

Sahifund View (Decisive Line)

A pure-play value strategy best suited for patient investors willing to endure cycles in exchange for long-term valuation-driven alpha.

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⏱️ Last Updated: 23 January 2026, 10.00 AM

📊 Sahifund Interpretation of the Benchmark

The Nifty200 Value 30 TRI is designed to capture deeply valued companies from a large-cap and large-midcap universe, using a tilt-weighted methodology focused on low valuations and high dividend yield.

Historically, the index has delivered strong long-term returns, but with higher volatility and drawdowns compared to broad-market indices during growth-led phases.

Sahifund Insight:
This benchmark rewards discipline and time, not speed. Returns tend to be lumpy, but valuation re-rating cycles can generate outsized gains over long holding periods.

👤 Sahifund Interpretation of Fund Managers & Their Track Record

Devender Singhal

His ETF track record indicates near-benchmark delivery, which is acceptable for a passive mandate. The focus remains on tracking efficiency rather than outperformance.

Satish Dondapati

Experience across ETF and index strategies reflects operational consistency, though historical returns show marginal underperformance vs benchmarks, reinforcing the need for low tracking error execution.

Abhishek Bisen

Primarily experienced in hybrid and debt strategies. His inclusion strengthens portfolio execution and risk processes rather than return enhancement.

Sahifund Assessment:
The fund management team is execution-focused, process-driven, and aligned with the passive nature of the scheme. Success will depend more on index behaviour than individual manager skill.

🎯 Suitable for Which Investors?

Suitable if you:

• Believe in long-term value investing philosophy
• Have a 5–7 year or longer horizon
• Want diversification beyond market-cap-weighted indices
• Can tolerate interim underperformance

Avoid if you:

• Prefer momentum or growth investing
• Have a short- to medium-term horizon
• Are uncomfortable with higher volatility
• Expect steady year-on-year returns

❓ Should You Invest in This NFO?

Yes, selectively.
This NFO works well as a satellite allocation within an equity portfolio for investors seeking valuation-led opportunities. It should not replace core index exposure, but can complement it for disciplined, long-term investors.

Final Word:
A high-conviction value bet — rewarding only those who stay invested through cycles.

⚠️ Disclaimer
Mutual fund investments are subject to market risks. Read all scheme-related documents carefully.

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