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

Kotak Nifty Next 50 Index Fund (Growth)

EquityLarge Cap

10.8059

NAV (May 19)

6.7%
Till Date CAGR
Scripbox Opinion

Neutral

Scripbox recommends other funds for investment in large cap.

Click here to see our recommendations.

Large cap funds provides inflation beating growth over the long term and is suitable for investment objectives with duration of 10-15 years or longer (minimum 5 years).

Our analysis of this fundLearn how we rate funds ->

Track Record

1 Years. The fund has Insufficient history for analysis. We recommend funds with longer history.

Relative Size

98 Cr. Negligible within the category

Category View

Superior. The category has a superior investment outlook

Consistency Of Performance

Consistently poor. The historical performance of the fund has been consistently poor

Scripbox Recommended Large Cap Funds

Want the large cap equity funds that are right for your long term equity investment needs?

Learn more

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

10.8059

NAV (May 19)

Fund Returns

Last 1Y

3.2%

Last 3Y

NA

Last 5Y

NA

Last 10Y

NA

Since Inception

6.7%

6 Month CAGR

-12.5%

Scheme Information

Investment Objective

The investment objective of the scheme is 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. However,there is no assurance that the objective of the scheme will be realized

Expense Ratio

0.83

Launched (1y ago)

Mar 10, 2021

AUM in Crores

97.245

ISIN

INF174KA1FX3

Lock-in

No Lock-in

Benchmark

IISL Nifty Next 50 TR INR

SIP Minimum

1000

Lumpsum Min.

5000

Fund Managers

Satish Dondapati

Fund Manager

Devender Singhal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

InstrumentReturnsTotal CorpusGainsAnnualised %
Mutual Fund70%965,796 233,18411.25%
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 2022-05-19

Top Stock Holdings

adani enterprises ltd

5.4%
5.4%

adani green energy ltd

5.2%
5.2%

adani transmission ltd

4%
4%

vedanta ltd

3.8%
3.8%

srf ltd

3.1%
3.1%
See all holdings
allocation by market cap

Allocation by Sector

basic materials

20%
20%

financial services

16.8%
16.8%

consumer defensive

15.2%
15.2%

utilities

11.6%
11.6%

healthcare

8.1%
8.1%
See all sectors

Comparison with Equity Funds

Fund NameScripbox OpinionFund SizeTrack Record
Nippon India Value Fund (G)
Nippon India Value Fund (G)

₹ 4,388 cr

5

₹ 13,113 cr

5

₹ 13,113 cr

5

₹ 4,388 cr

5

₹ 4,388 cr

5

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 280,376 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,164 debt and 26 hybrid funds.

amc-img

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

    15.6%

    6.7%

    15.6%

    6.7%

    15.6%

    6.7%

    5%

    7.3%

    -

    19.9%

    Investment Calculator

    Investment Duration5 years

    0

    Total Investment

    0

    Wealth Gained

    0

    Total Corpus Created (₹)

    With CAGR of 11.25 % in 5 years

    Kotak Nifty Next 50 Index Fund (G) Review

    Kotak Nifty Next 50 Index Fund (G) is a Large Cap Equity fund and has delivered an annualised return of 6.7% over a period of 1 years. The fund is managed by Kotak Mahindra Asset Management Co Ltd. The fund managers are Devender Singhal, Satish Dondapati.

    Nav of Kotak Nifty Next 50 Index Fund (G) as of 5/19/2022 is ₹10.81 with the total AUM as of 5/20/2022 is ₹97.245. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Nifty Next 50 Index Fund (G) was launched on Mar 10, 2021. The category risk of the fund is Very High Risk.

    The minimum SIP amount for Kotak Nifty Next 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 Next 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 Next 50 TR INR.

    Kotak Nifty Next 50 Index Fund (G) is rated as a 3 fund in Equity and delivered 3.2% returns in the last 1 year. Scripbox provides a compare mutual funds research tool to view a detailed comparison with Kotak Nifty Next 50 Index Fund (G).

    Frequently Asked Questions

    What is Kotak Nifty Next 50 Index Fund (G)?

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

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

    You can invest in Kotak Nifty Next 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 Next 50 Index Fund (G)?

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

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

    As per Scripbox experts, Kotak Nifty Next 50 Index Fund (G) is a Neutral fund. You can investKotak Nifty Next 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 Next 50 Index Fund (G)?

    The expense ratio of the Kotak Nifty Next 50 Index Fund (G) is 0.83% for regular plan.