Estimated reading time: 8 minutes
If you believe good businesses bought cheap eventually reward patient investors, then value investing is not new to you. But the real challenge is execution:
In this blog, we will not just explain the fund, but help you decide whether it deserves a place in your portfolio and how to actually use it rather than just read about it.
Kotak Nifty200 Value 30 Index Fund is a passive equity index fund that tracks the Nifty200 Value 30 Index.
The index selects 30 stocks from the Nifty 200 universe that score high on value parameters such as:
The idea is simple:
👉 Focus on relatively undervalued companies within a large and liquid universe.
Unlike active value funds, there is no fund manager bias. Stock selection, weights, and rebalancing are all index-driven.
| Particulars | Details |
|---|
| Fund Name | Kotak Nifty200 Value 30 Index Fund |
| Category | Equity – Index Fund |
| Scheme Type | Open-ended |
| Risk Level | Very High |
| Benchmark | Nifty200 Value 30 Index |
| Investment Style | Passive – Value-based |
| Minimum Investment | ₹100 |
| Additional Investment | ₹100 |
| NFO Open Date | Jan 15, 2026 |
| NFO Close Date | Jan 29, 2026 |
| NAV Calculation | Daily |
The investment objective of the scheme is to provide returns, before expenses, that correspond to the total returns of the securities as represented by the Nifty200 Value 30 Index, subject to tracking error.
No return guarantees. No short-term promises. Pure long-term equity exposure
Underlying Index: Nifty200 Value 30 Index
This benchmark ensures:
Smart Beta Is An Investment Approach That Systematically Targets Specific Factors To Enhance Returns Or Manage Risk.
Momentum/Alpha
Low Volatility
Value
Quality
How Does it Works?
Key takeaway:
👉 You are not betting on a fund manager’s skill. You are betting on the value factor over the long term.
No emotions. No timing calls. Just disciplined exposure to undervalued stocks.
Returns depend on index performance, not fund manager decisions.
Value strategies often underperform during momentum phases but tend to outperform over full market cycles.
With ₹100 minimum investment, this fund allows investors to start small and scale gradually.
Adds a value tilt to portfolios dominated by growth or large-cap index funds.
This Fund is Ideal for:
This Fund is not ideal for:
Expense Ratio: Check latest factsheet.
Exit Load: As per scheme documents (usually 1% if redeemed within 1 year)
Taxation:
🔗 How to Invest Online?
| Investor Concern | How This Fund Addresses It |
|---|---|
| I don’t know which value stocks to buy | Index automatically selects value stocks |
| Fund managers change strategy | Completely rules-based |
| High expense ratios eat returns | Passive structure keeps costs lower |
| Timing the market is difficult | SIP-friendly, long-term approach |
| Too much concentration risk | Diversified within value universe |
Yes. Being an equity index fund with concentrated exposure, it carries very high risk in the short term.
Yes. SIP helps smooth volatility and build long-term exposure.
No. Value strategies go through cycles of underperformance before rewarding patience.
It depends. This fund removes fund manager risk but also removes the possibility of alpha from active decisions.
Kotak Nifty200 Value 30 Index Fund is not a shortcut to quick profits. It is a disciplined, factor-based investment tool designed for investors who understand that value investing rewards patience, not predictions. This fund can play a meaningful role in a long-term portfolio when combined with proper asset allocation and realistic expectations. Mutual fund investments are subject to market risks. Read all scheme-related documents carefully before investing. The information provided here is for educational purposes only and should not be considered as investment advice.
Disclaimer:- Mutual Fund investments are subject to market risks, please read scheme related documents carefully before investing.
📅 Last Updated on: January 17, 2026
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