- Mutual Funds
- Kotak Mahindra Mutual Fund
- Kotak Nifty Next 50 Index Fund Direct Growth
Scripbox Opinion
These are the top-ranked funds within large cap mutual funds.
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Scheme Information
Investment Objective
The scheme seeks to replicate the composition of the Nifty Next 50 and to generate returns that are commensurate with the performance of the NIFTY Next 50 Index, subject to tracking errors.
Expense Ratio | 0.11 % |
Launched 4Y ago | 2021-03-10 |
AUM in Crores | 692.9 |
ISIN | INF174KA1GA9 |
Lock-in (days) | No Lock-in |
Benchmark | NIFTY Next 50 Total Return Index |
SIP Minimum | 1000 |
Lumpsum Min. | 5000 |
Standard Deviation | 19.6 |
Beta | 1.3 |
Sharpe Ratio | 0.4 |
Asset allocation and Holdings
Top Stock Holdings
Trent Ltd.
5.63%Bharat Electronics Ltd.
4.95%Hindustan Aeronautics Ltd.
4.03%Power Finance Corporation Ltd.
3.54%REC Ltd.
3.49%See all holdings
Allocation by Sector
Financial
20.19%Services
18.06%Energy
11.88%Capital Goods
11.46%Consumer Staples
8.02%See all sectors
Comparison with Equity Funds
| Fund Name | Fund Size | |
|---|---|---|
₹ 110,392 cr | ||
₹ 72,336 cr | ||
₹ 17,427 cr | ||
₹ 30,616 cr | ||
₹ 79,584 cr |
Frequently Asked Questions
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