- Mutual Funds
- Kotak Mutual Fund
- Kotak Nifty Next 50 Index Fund (Growth)
Investment Calculator
Investment Duration5 years
0
Total Investment0
Wealth Gained0
Total Corpus Created (₹)
With CAGR of 11.25 % in 5 yearsHistorical NAV
₹ 13.437
NAV (Nov 28)
Fund Returns
Last 1Y | 8.8% |
Last 3Y | NA |
Last 5Y | NA |
Last 10Y | NA |
Since Inception | 11% |
6 Month CAGR | 13.7% |
Scheme Information
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 (2y ago) | Mar 10, 2021 |
AUM in Crores | 114.179 |
ISIN | INF174KA1FX3 |
Lock-in | No Lock-in |
Benchmark | IISL Nifty Next 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
Returns Calculator Comparison
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| Asset | Returns | Total Corpus | Gains | CAGR |
|---|---|---|---|---|
| Kotak Nifty Next 50 Index Fund (Growth) | NaN | NaN | % | |
| EPF | 9,00,761 | 1,68,149 | 8.50% | |
| Property | 8,67,662 | 1,35,050 | 7.00% | |
| PPF | 8,69,819 | 1,37,207 | 7.10% | |
| Bank FD | 8,46,471 | 1,13,859 | 6.00% | |
| Gold | 8,46,471 | 1,13,859 | 6.00% | |
| Savings Bank | 8,25,950 | 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
shriram finance ltd
3.9%bharat electronics ltd
3.6%trent ltd
3.6%cholamandalam investment and finance co ltd
3.4%pidilite industries ltd
2.8%Allocation by Sector
financial services
22.2%basic materials
17.1%industrials
16.3%consumer defensive
15.8%consumer cyclical
10.9%Comparison with Equity Funds
| Fund Name | Fund Size | Outperformance Consistency |
|---|---|---|
₹ 11,693 cr | ||
₹ 11,883 cr | ||
₹ 17,531 cr | ||
₹ 10,182 cr | ||
₹ 9,101 cr |
About the AMC
Kotak Mahindra Asset Management Co Ltd
| Fund Name | Scripbox Opinion | Till Date CAGR | |
|---|---|---|---|
6.2% | 7.3% | ||
- | 11.1% | ||
- | 4.2% | ||
6.2% | 7.3% | ||
6.2% | 7.3% |
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 11% over a period of 2 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 11/28/2023 is ₹13.44 with the total AUM as of 11/29/2023 is ₹114.179. 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 0 fund in Equity and delivered 8.8% 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)?
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 Not Reviewed Yet 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.