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

Kotak Nifty Next 50 Index Fund (Growth)

EquityLarge Cap

12.2593

NAV (Jun 07)

9.1%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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

12.2593

NAV (Jun 7)

Fund Returns

Last 1Y
12%
Last 3Y
NA
Last 5Y
NA
Last 10Y
NA
Since Inception
9.1%
6 Month CAGR
-3%

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 (2y ago)
Mar 10, 2021
AUM in Crores
99.793
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

Satish Dondapati

Fund Manager

Devender Singhal

Fund Manager

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Nifty Next 50 Index Fund (Growth)70%NaN NaN%
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 2023-06-07

Top Stock Holdings

ltimindtree ltd

3.7%
3.7%

srf ltd shs dematerialised

3.4%
3.4%

bharat electronics ltd

3.4%
3.4%

pidilite industries ltd

3.4%
3.4%

bank of baroda

3.2%
3.2%
See all holdings

Allocation by Sector

basic materials

20.2%
20.2%

financial services

18.1%
18.1%

industrials

16.5%
16.5%

consumer defensive

16.1%
16.1%

utilities

8.3%
8.3%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
Mirae Asset Tax Saver Fund (G)
Mirae Asset Tax Saver Fund (G)

₹ 15,218 cr

₹ 10,512 cr

₹ 8,589 cr

₹ 9,279 cr

₹ 8,072 cr

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 310,176 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 40 equity,177 debt and 19 hybrid funds.amc-img
022-66384444
fundaccops@kotakmutual.com
Fund NameScripbox Opinion
Till Date CAGR

7.2%

7.4%

-

8.5%

-

4%

7.2%

7.4%

7.2%

7.4%

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 9.1% 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 6/7/2023 is ₹12.26 with the total AUM as of 6/8/2023 is ₹99.793. 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 12% 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 instruments 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 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.