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  • Kotak Mutual Fund
  • Kotak Nifty 50 Index Fund (Growth)
Kotak Mutual Fund

Kotak Nifty 50 Index Fund (Growth)

EquityIndex Funds

10.95

NAV (Mar 21)

4.9%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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Investment Calculator

Investment Duration5 years

0

Total Investment

0

Wealth Gained

0

Total Corpus Created (₹)

With CAGR of 11.25 % in 5 years

Historical NAV

10.95

NAV (Mar 21)

Fund Returns

Last 1Y

-1.1%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

4.9%

6 Month CAGR

-4.7%

Scheme Information

Investment Objective

The investment objective of the scheme is to replicate the composition of the Nifty 50 and to generate returns that are commensurate with the performance of the NIFTY 50 Index,subject to tracking errors. However,there is no assurance that the objective of the scheme will be realized.

Expense Ratio

0.51

Launched (2y ago)

Jun 21, 2021

AUM in Crores

260.252

ISIN

INF174KA1GX1

Lock-in

No Lock-in

Benchmark

IISL Nifty 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Standard Deviation (3yr)

0

Standard Deviation (5yr)

0

Beta (3yr)

0

Beta (5yr)

0

Sharpe Ratio (3yr)

0

Sharpe Ratio (5yr)

0

YTM

0

Fund Managers

Devender Singhal

Fund Manager

Satish Dondapati

Fund Manager

Abhishek Bisen

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Nifty 50 Index Fund (Growth)70%NaN NaN%
EPF70% 900,761 168,1498.50%
Property70% 867,662 135,0507.00%
PPF70% 869,819 137,2077.10%
Bank FD70% 846,471 113,8596.00%
Gold70% 846,471 113,8596.00%
Savings Bank70% 825,950 93,3385.00%

Disclaimer: Products compared like fixed deposits may provide fixed guaranteed returns. Mutual Funds investments are subject to market risk, read all scheme related documents carefully before investing. Past performance is not an indicator of future returns.

Asset allocation and Holdings

Last updated on 2023-03-21

Top Stock Holdings

reliance industries ltd

10.4%
10.4%

hdfc bank ltd

9.2%
9.2%

icici bank ltd

7.8%
7.8%

infosys ltd

7.1%
7.1%

housing development finance corp ltd

6.1%
6.1%
See all holdings

Allocation by Sector

financial services

37.2%
37.2%

technology

14.6%
14.6%

energy

12.7%
12.7%

consumer defensive

9.3%
9.3%

consumer cyclical

6.9%
6.9%
See all sectors

Compare Kotak Nifty 50 Index Fund (Growth)

Fund NameFund SizeOutperformance Consistency
DSP Tax Saver Fund (G)
DSP Tax Saver Fund (G)

₹ 10,129 cr

₹ 4,641 cr

₹ 15,261 cr

₹ 10,129 cr

₹ 15,261 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 298,493 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,177 debt and 19 hybrid funds.

amc-img

  • 022-66384444
  • fundaccops@kotakmutual.com
  • Fund NameScripbox Opinion
    Till Date CAGR

    12.2%

    7.5%

    -

    2.4%

    -

    1.6%

    12.2%

    7.5%

    12.2%

    7.5%

    Kotak Nifty 50 Index Fund (G) Review

    Kotak Nifty 50 Index Fund (G) is a Index Funds Equity fund and has delivered an annualised return of 4.9% over a period of 1 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Abhishek Bisen, Devender Singhal, Satish Dondapati.

    Nav of Kotak Nifty 50 Index Fund (G) as of 3/21/2023 is ₹10.95 with the total AUM as of 3/22/2023 is ₹260.252. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Nifty 50 Index Fund (G) was launched on Jun 21, 2021. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Kotak Nifty 50 Index Fund (G) is ₹1000 and you can increase this in multiples of ₹100. In case you want to invest a lump sum, the minimum amount to be invested is ₹5000. Check your estimated returns on mutual funds by using sip calculator.

    Kotak Nifty 50 Index Fund (G) is meant for investors with a minimum investment horizon of 5-7 years. Due to the asset class nature, expect volatility in your investments over the short term. The fund is benchmarked to IISL Nifty 50 TR INR.

    Kotak Nifty 50 Index Fund (G) is rated as a 0 fund in Equity and delivered -1.1% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Nifty 50 Index Fund (G).

    Frequently Asked Questions

    What is Kotak Nifty 50 Index Fund (G)?

    Kotak Nifty 50 Index Fund (G) is a Index Funds Equity scheme predominantly investing across Equity instruments with an investment objective to generate wealth over the long term.

    How to invest in Kotak Nifty 50 Index Fund (G)?

    You can invest in Kotak Nifty 50 Index Fund (G) through AMC, intermediaries, brokers or platforms like Scripbox. To learn step by step process visit how to invest in mutual funds?

    What is the minimum sip amount of Kotak Nifty 50 Index Fund (G)?

    The minimum sip amount for Kotak Nifty 50 Index Fund (G) is ₹1000. You can invest in multiples of ₹5000.

    Is Kotak Nifty 50 Index Fund (G) good to invest in?

    As per Scripbox experts, Kotak Nifty 50 Index Fund (G) is a Not Reviewed Yet fund. You can investKotak Nifty 50 Index Fund (G) fund if its investment objective and risk-o-meter matches your investment goals and risk preferences.

    What is the expense ratio of the Kotak Nifty 50 Index Fund (G)?

    The expense ratio of the Kotak Nifty 50 Index Fund (G) is 0.51% for regular plan.