• Mutual Funds
  • Kotak Mutual Fund
  • Kotak Nifty 50 Index Fund (PIDCW-A)
Kotak Mutual Fund

Kotak Nifty 50 Index Fund (PIDCW-A)

EquityIndex Funds

14.225

NAV (Mar 27)

13.6%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

Invest in this fund
Scripbox Recommended Equity Funds
Want the equity funds that are right for your long term equity investment needs?Learn more
fund-logo
Parag Parikh Flexi Cap Regular Growth
17.1%5Y CAGR
fund-logo
HDFC Large and Mid Cap Fund Growth
12.7%5Y CAGR
fund-logo
PGIM India Midcap Opportunities Fund Regular Growth
15.8%5Y CAGR
fund-logo
Canara Robeco Bluechip Equity Fund Regular Plan Growth
12.4%5Y CAGR

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

14.225

NAV (Mar 27)

Fund Returns

Last 1Y
30.9%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
13.6%
6 Month CAGR
12.3%

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 (3y ago)
Jun 21, 2021
AUM in Crores
541.796
ISIN
INF174KA1GY9
Lock-in
No Lock-in
Benchmark
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 (PIDCW-A)70%16,53,132 9,20,52030.9%
EPF70% 9,00,761 1,68,1498.50%
Property70% 8,67,662 1,35,0507.00%
PPF70% 8,69,819 1,37,2077.10%
Bank FD70% 8,46,471 1,13,8596.00%
Gold70% 8,46,471 1,13,8596.00%
Savings Bank70% 8,25,950 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 2024-03-27

Top Stock Holdings

hdfc bank ltd

11%
11%

reliance industries ltd

10.3%
10.3%

icici bank ltd

7.7%
7.7%

infosys ltd

6.2%
6.2%

larsen & toubro ltd

4.3%
4.3%
See all holdings

Allocation by Sector

financial services

32.4%
32.4%

technology

14.4%
14.4%

energy

13.9%
13.9%

consumer cyclical

8.7%
8.7%

consumer defensive

8.3%
8.3%
See all sectors

Comparison with Equity Funds

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

₹ 14,147 cr

₹ 16,756 cr

₹ 21,301 cr

₹ 12,185 cr

₹ 9,977 cr

amc-img

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 396,008 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
phone-img022-66384444
Fund NameScripbox Opinion
Till Date CAGR

12.5%

7.7%

17.6%

14.6%

-

4.9%

12.5%

7.7%

12.5%

7.7%

Kotak Nifty 50 Index Fund (PIDCW-A) Review

Kotak Nifty 50 Index Fund (PIDCW-A) is a Index Funds Equity fund and has delivered an annualised return of 13.6% over a period of 2 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 (PIDCW-A) as of 3/27/2024 is ₹14.22 with the total AUM as of 3/28/2024 is ₹541.796. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Nifty 50 Index Fund (PIDCW-A) 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 (PIDCW-A) 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 (PIDCW-A) 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 Nifty 50 TR INR.

Kotak Nifty 50 Index Fund (PIDCW-A) is rated as a 0 fund in Equity and delivered 30.9% 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 (PIDCW-A).

Frequently Asked Questions

What is Kotak Nifty 50 Index Fund (PIDCW-A)?

Kotak Nifty 50 Index Fund (PIDCW-A) 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 (PIDCW-A)?

You can invest in Kotak Nifty 50 Index Fund (PIDCW-A) 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 (PIDCW-A)?

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

Is Kotak Nifty 50 Index Fund (PIDCW-A) good to invest in?

As per Scripbox experts, Kotak Nifty 50 Index Fund (PIDCW-A) is a Not Reviewed Yet fund. You can investKotak Nifty 50 Index Fund (PIDCW-A) 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 (PIDCW-A)?

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