• Mutual Funds
  • Kotak Mahindra Mutual Fund
  • Kotak Nifty Next 50 Index Fund (G)
Kotak Mutual Fund

Kotak Nifty Next 50 Index Fund (G)

EquityLarge Cap

21.187

NAV (Oct 04)

NA
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->
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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

21.187

NAV (Oct 4)

Fund Returns

Last 1Y
66.8%
Last 3Y
20.1%
Last 5Y
NA
Last 10Y
NA
Since Inception
23.2%
6 Month CAGR
19.9%

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
0.84
Launched (0y ago)
0.84
AUM in Crores
340.8
ISIN
INF174KA1FX3
Lock-in
-
Benchmark
NIFTY Next 50 Total Return Index
SIP Minimum
1000
Lumpsum Min.
5000
Standard Deviation (3yr)
-
Standard Deviation
16.9
Beta
1.1
Sharpe Ratio
1
YTM
-
Fund Managers

Devender Singhal

Fund Manager

Satish Dondapati

Fund Manager

Important Links

Scheme Information Document

Statement of Additional Information

Portfolio Disclosure

Returns Calculator Comparison

of

for

with step up of

AssetReturnsTotal CorpusGainsCAGR
Kotak Nifty Next 50 Index Fund (G)70%12,21,129 4,88,51720.1%
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 2023-12-21

Top Stock Holdings

Trent Ltd.

5.6%
5.63%

Bharat Electronics Ltd.

5%
4.95%

Hindustan Aeronautics Ltd.

4%
4.03%

Power Finance Corporation Ltd.

3.5%
3.54%

REC Ltd.

3.5%
3.49%
See all holdings

Allocation by Sector

Financial

18.56%
18.56%

Capital Goods

16.58%
16.58%

Services

15.65%
15.65%

Energy

10.93%
10.93%

Consumer Staples

10.42%
10.42%
See all sectors

Comparison with Equity Funds

Fund NameFund Size
mirae-asset-global
Mirae Asset ELSS Tax Saver Fund (G)

₹ 26,041 cr

₹ 23,712 cr

₹ 64,222 cr

₹ 17,488 cr

₹ 50,154 cr

amc-img

About the AMC

Kotak Mahindra Mutual Fund

Kotak Mutual Fund is a part of India's leading financial service conglomerate Kotak Mahindra Group (est. 1985). In 2003, the Kotak Mahindra Group's flagship company received a banking license. Kotak Mahindra Mutual Fund started its operations in 1998. amc-img
phone-img022-61152100 / 1800-22-2626
Fund NameScripbox Opinion
Till Date CAGR

15.616%

15.014%

15.947%

8.385%

-

5.712%

6.308%

6.905%

5.79%

7.308%

Kotak Nifty Next 50 Index Fund (G) Review

Kotak Nifty Next 50 Index Fund (G) is a Equity Equity fund and has delivered an annualised return of 23.249% over a period of NaN years. The fund is managed by Kotak Mahindra Mutual Fund. The fund managers are Devender Singhal, Satish Dondapati.

Nav of Kotak Nifty Next 50 Index Fund (G) as of 10/4/2024 is ₹21.19 with the total AUM as of 10/7/2024 is ₹340.8146. 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 . The category risk of the fund is Above Average.

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 NIFTY Next 50 Total Return Index.

Kotak Nifty Next 50 Index Fund (G) is rated as a null fund in Equity and delivered 66.843% 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 Equity 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 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 0.84% for regular plan.