- Mutual Funds
- Kotak Mutual Fund
- Kotak Nifty 50 Index Fund (Growth)
Kotak Nifty 50 Index Fund (Growth)
₹ 10.95
NAV (Mar 21)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical 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
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 |
Returns Calculator Comparison
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with step up of
| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Nifty 50 Index Fund (Growth) | NaN | NaN | % | |
| EPF | 900,761 | 168,149 | 8.50% | |
| Property | 867,662 | 135,050 | 7.00% | |
| PPF | 869,819 | 137,207 | 7.10% | |
| Bank FD | 846,471 | 113,859 | 6.00% | |
| Gold | 846,471 | 113,859 | 6.00% | |
| Savings Bank | 825,950 | 93,338 | 5.00% |
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
Top Stock Holdings
reliance industries ltd
10.4%hdfc bank ltd
9.2%icici bank ltd
7.8%infosys ltd
7.1%housing development finance corp ltd
6.1%Allocation by Sector
financial services
37.2%technology
14.6%energy
12.7%consumer defensive
9.3%consumer cyclical
6.9%Compare Kotak Nifty 50 Index Fund (Growth)
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 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.
| Fund Name | Scripbox 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)?
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.