Kotak Mutual Fund Launches Kotak Nifty200 Value 30 Index Fund
Kotak Mahindra Asset Management Company Ltd (“KMAMC”/ “Kotak Mutual Fund”) announces the launch of the Kotak Nifty200 Value 30 Index Fund, an open-ended index fund designed to enable investors participation in India’s value-driven growth story by investing in a curated basket of Value Score based companies. The New Fund Offer (NFO) opened on January 15, 2026, and closes on January 29, 2026.
The Nifty200 Value 30 Index comprises of 30 companies from the Nifty 200 universe, selected based on their ‘value’ scores, which are determined using key financial metrics like Earnings to Price (E/P), Book Value to Price (B/P), Sales to Price (S/P), and Dividend Yield. This methodology ensures that the fund provides the investors an exposure to a value-oriented equity index as a part of their overall asset allocation.
Kotak Nifty200 Value 30 Index Fund is a passively managed fund that aims to track/replicate the Nifty200 Value 30 Index, offering transparent and cost-effective access to a diversified basket of value score-based companies.
Nilesh Shah, Managing Director, Kotak Mahindra AMC, said, “The Kotak Nifty200 Value 30 Index Fund is for investors looking for Value-oriented equity index through disciplined exposure to fundamentally strong companies trading at reasonable valuations. The index follows a robust, rules-based methodology, using a composite value score based on Earnings to Price ratio (E/P), Book Value to Price ratio (B/P), Sales to Price ratio (S/P) and Dividend Yield. As India’s growth story continues to strengthen, this index fund offers investors an efficient way to participate in that journey while expanding our passive investment offerings.”
Devender Singhal, Fund Manager, Kotak Mahindra AMC, added, “By tracking the Nifty200 Value 30 Index, the fund provides investors with diversified exposure across diverse sectors through a rigorous, rules-based framework. Our focus will remain on efficient index replication, minimizing tracking error, and ensuring investors capture the full potential of this value-oriented equity index strategy.”
The scheme has opened for public subscription on January 15, 2026, and closes on January 29, 2026. Investors can invest a minimum amount of Rs 100 and in any amount thereafter. Past performance may or may not be sustained in the future. For more details on the Kotak Nifty200 Value 30 Index Fund, please visit: www.kotakmf.com. Investors are advised to consult their financial expert before making any investment decisions.
For more information, please refer to the Scheme Information Document (SID) at https://www.kotakmf.com/Information/forms-and-downloads.
Source: NSE, www.Niftyindices.com | Past performance may or may not be sustained in future. KMAMC is not guaranteeing or promising any returns/futuristic returns. For more information, please refer to Presentation on Kotak Nifty200 Value 30 Index Fund
