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Funds

Every scheme with a disclosed portfolio: its NAV, returns, size and cost, and every measure we derive from the disclosures — each one something you can order the list by, and each one shown in its own units when you do.

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Three ranges, and only three: what a fund costs, how big it is, and how long the person running it has been there. There is no range over a fund's record, because filtering on a record builds a shortlist of past winners — and our own testing found that shortlist does not predict the next three years. A fund with no expense or tenure on file is excluded by those two, never silently included.

24 funds

ordered by size · names starting with K

FundCategory NAV1 yr3 yrs p.a.AssetsExpense, Direct How often it beat its category
KOTAK GOLD ETF
Kotak Mahindra Asset Management Company Limited.
Gold ETF 35.6% 35.9% ₹14,430 Cr 0.00%
Regular 0.52%
beat peers in 34% of 3-yr windows109 windows
Kotak Nifty Bank ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs −89.8% −49.5% ₹4,519 Cr 0.00%
Regular 0.16%
beat peers in 38% of 3-yr windows106 windows
Kotak Silver ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs −82.6% −31.9% ₹3,625 Cr 0.00%
Regular 0.35%
beat peers in 20% of 3-yr windows10 windows — thin record
Kotak Nifty 50 ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs −6.1% 7.1% ₹3,353 Cr 0.00%
Regular 0.03%
beat peers in 25% of 3-yr windows109 windows
Kotak Nifty PSU Bank ETF
Kotak Mahindra Asset Management Company Limited.
Equity ETF −88.8% −45.0% ₹2,354 Cr 0.00%
Regular 0.50%
beat peers in 39% of 3-yr windows109 windows
Kotak Nifty 1D Rate Liquid ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs 5.0% 4.0% ₹1,808 Cr 0.00%
Regular 0.21%
beat peers in 0% of 3-yr windows9 windows — thin record
Kotak MSCI India ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs −3.0% ₹1,567 Cr 0.00%
Regular 0.25%
not measured
Kotak Nifty Alpha 50 ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs 8.2% 15.9% ₹806 Cr 0.00%
Regular 0.51%
beat peers in 82% of 3-yr windows22 windows — thin record
Kotak Nifty IT ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs −16.9% −2.3% ₹283 Cr 0.00%
Regular 0.14%
beat peers in 0% of 3-yr windows31 windows — thin record
Kotak Nifty Midcap 50 ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs −89.2% −46.0% ₹193 Cr 0.00%
Regular 0.26%
beat peers in 60% of 3-yr windows20 windows — thin record
Kotak Nifty 100 Low Volatility 30 ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs −4.3% 9.7% ₹192 Cr 0.00%
Regular 0.19%
beat peers in 100% of 3-yr windows19 windows — thin record
Kotak Nifty 50 Value 20 ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs −91.0% −51.4% ₹81 Cr 0.00%
Regular 0.37%
beat peers in 87% of 3-yr windows94 windows
Kotak Nifty Chemicals ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs ₹76 Cr 0.00%
Regular 0.26%
not measured
Kotak Nifty MNC ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs 4.8% 13.7% ₹45 Cr 0.00%
Regular 0.36%
beat peers in 100% of 3-yr windows14 windows — thin record
Kotak Nifty India Consumption ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs −90.8% −48.2% ₹34 Cr 0.00%
Regular 0.11%
beat peers in 43% of 3-yr windows14 windows — thin record
Kotak Nifty 200 Momentum 30 ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs ₹33 Cr 0.00%
Regular 0.77%
not measured
Kotak BSE Sensex ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs −8.1% 5.2% ₹24 Cr 0.00%
Regular 0.18%
beat peers in 28% of 3-yr windows109 windows
Kotak Nifty 100 Equal Weight ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs 1.3% ₹22 Cr 0.00%
Regular 0.31%
not measured
Kotak Nifty Next 50 ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs ₹16 Cr 0.00%
Regular 0.12%
not measured
Kotak Nifty Midcap 150 ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs 5.3% ₹12 Cr 0.00%
Regular 0.12%
not measured
Kotak Nifty200 Quality 30 ETF
Kotak Mahindra Asset Management Company Limited.
Other ETFs −5.1% ₹3 Cr 0.00%
Regular 0.32%
not measured
Kotak Nifty Private Bank ETF
Kotak Mahindra Asset Management Company Limited.
Equity ETF 0.00%
Regular 1.40%
not measured
Kotak Nifty AAA Bond Plus SDL Apr 2026 70 30 ETFno recent NAV
Kotak Mahindra Asset Management Company Limited.
Other ETFs not measured
Kotak Nifty AAA Bond Plus SDL Apr 2031 70 30 ETFno recent NAV
Kotak Mahindra Asset Management Company Limited.
Other ETFs not measured

NAV is the growth class, Direct plan where one exists; returns are CAGR to the build's NAV date. How often it beat its category is the share of rolling three-year stretches in which the fund beat its category median; a full record needs 36 windows, and a thinner one is greyed. Funds without that measurement sort last, never first; a fund with no NAV in the last 45 days — wound up, merged or dormant — sorts last of all and is marked. On a phone the table keeps three columns — the fund, its size and the measure you ordered by; category, NAV, both returns and the expense ratio are dropped rather than pushed off the right-hand edge, because an ordering you cannot see is worth nothing.