On June 23, 2025, Kotak Mahindra Mutual Fund launched two new schemes for investors – Kotak Nifty 200 Quality 30 Index Fund and Kotak Nifty 200 Quality 30 ETF. Both these New Fund Offers (NFOs) are open-ended and aim to give exposure to high-quality companies from the Nifty 200 index universe. These schemes will remain open for investment until 7 July 2025.
These new schemes are designed especially for investors who want to invest in stable and financially strong companies. The index they track – Nifty 200 Quality 30 – includes 30 companies that show solid long-term performance based on financial ratios. These companies are selected using key filters like Return on Equity (ROE), Debt-to-Equity Ratio, and Earnings Per Share (EPS), all measured over the past 5 years.
What makes these new Kotak schemes different?
These funds don’t try to time the market. Instead, they follow a rule-based and transparent model by tracking a pre-set index. This brings more confidence to investors who want to avoid stock picking stress. The focus remains on investing in companies with proven track records and strong fundamentals.
Nilesh Shah, the MD of Kotak Mahindra Asset Management Company, said that these products have been created to offer smart and clear investment solutions. He added that these schemes are suitable for long-term investors who want stable returns and growth from companies with long-lasting business models.
Devender Singhal, Executive VP and Fund Manager at Kotak, also pointed out that in past market trends, the Nifty 200 Quality 30 Index has shown less decline than broader indexes. This shows it could be a strong and durable option for long-term investments.
Fund details investors must know:
Kotak Nifty 200 Quality 30 Index Fund
- Fund Type: Open-ended
- Category: Large & Mid Cap
- Benchmark: Nifty 200 Quality 30 TRI
- Minimum Investment: Rs.100
- Exit Load: No
- Lock-in: No
- Riskometer: Very High
Kotak Nifty 200 Quality 30 ETF
- Fund Type: Open-ended
- Category: Large & Mid Cap
- Benchmark: Nifty 200 Quality 30 TRI
- Minimum Investment: Rs.5,000
- Exit Load: No
- Lock-in: No
- Riskometer: Very High
Both schemes aim to give investors a balanced way to build wealth by investing in companies that are likely to perform steadily over time. With zero lock-in, no exit load, and a low entry barrier, these options look attractive to those who want to start or grow their mutual fund investments.
