Kotak Mutual Fund

Kotak Nifty Next 50 Index Fund Direct Plan Growth

EquityLarge Cap
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Top Ranked

₹ 19.6

NAV (Jul 29)

16.334%
Till Date CAGR
Scripbox Opinion
not-recommended
Top Ranked
These are the top-ranked funds within large cap mutual funds.
Our analysis of this fundLearn how we rate funds ->

Fund Size

Poor

The performance of the fund on a Fund Size metric has been Poor

Downside Protection Measure

Neutral

The performance of the fund on a Downside Protection Measure metric has been Neutral

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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

Asset allocation and Holdings

Last updated on 2025-03-27

Top Stock Holdings

Trent Ltd.

5.63%
5.63%

Bharat Electronics Ltd.

4.95%
4.95%

Hindustan Aeronautics Ltd.

4.03%
4.03%

Power Finance Corporation Ltd.

3.54%
3.54%

REC Ltd.

3.49%
3.49%
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Allocation by Sector

Financial

20.19%
20.19%

Services

18.06%
18.06%

Energy

11.88%
11.88%

Capital Goods

11.46%
11.46%

Consumer Staples

8.02%
8.02%
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Frequently Asked Questions

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