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  • Kotak Nifty Next 50 Index Fund of (PIDCW-A)
Kotak Mutual Fund

Kotak Nifty Next 50 Index Fund of (PIDCW-A)

EquityLarge Cap

17.0366

NAV (Mar 27)

19.1%
Till Date CAGR
Scripbox Opinion
Not Reviewed yet
Our analysis of this fundLearn how we rate funds ->

Fund Size

Outperformance Consistency

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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

17.0366

NAV (Mar 27)

Fund Returns

Last 1Y
59.9%
Last 3Y
20.8%
Last 5Y
NA
Last 10Y
NA
Since Inception
19.1%
6 Month CAGR
32.2%

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 (3y ago)
Mar 10, 2021
AUM in Crores
163.417
ISIN
INF174KA1FW5
Lock-in
No Lock-in
Benchmark
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 of (PIDCW-A)70%12,43,536 5,10,92420.8%
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 2024-03-27

Top Stock Holdings

trent ltd

4.8%
4.8%

bharat electronics ltd

4.1%
4.1%

shriram finance ltd

3.8%
3.8%

tata power co ltd

3.5%
3.5%

indian oil corp ltd

3.4%
3.4%
See all holdings

Allocation by Sector

financial services

20.4%
20.4%

industrials

17.6%
17.6%

basic materials

15%
15%

consumer defensive

13.2%
13.2%

consumer cyclical

12.6%
12.6%
See all sectors

Comparison with Equity Funds

Fund NameFund SizeOutperformance Consistency
DSP ELSS Tax Saver Fund (G)
DSP ELSS Tax Saver Fund (G)

₹ 14,147 cr

₹ 16,756 cr

₹ 21,301 cr

₹ 12,185 cr

₹ 9,977 cr

amc-img

About the AMC

Kotak Mahindra Asset Management Co Ltd

Kotak Mahindra Asset Management Co Ltd manages assets worth 396,008 crores and was set up on 5 August 1994. It's current offering of mutual fund schemes includes 57 equity,190 debt and 19 hybrid funds.amc-img
phone-img022-66384444
Fund NameScripbox Opinion
Till Date CAGR

12.5%

7.7%

17.6%

14.6%

-

4.9%

12.5%

7.7%

12.5%

7.7%

Kotak Nifty Next 50 Index Fund of (PIDCW-A) Review

Kotak Nifty Next 50 Index Fund of (PIDCW-A) is a Large Cap Equity fund and has delivered an annualised return of 19.1% over a period of 3 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 of (PIDCW-A) as of 3/27/2024 is ₹17.04 with the total AUM as of 3/28/2024 is ₹163.417. With Scripbox you can compare and check the latest nav for all mutual funds in India. Kotak Nifty Next 50 Index Fund of (PIDCW-A) 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 of (PIDCW-A) 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 of (PIDCW-A) 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 TR INR.

Kotak Nifty Next 50 Index Fund of (PIDCW-A) is rated as a 0 fund in Equity and delivered 59.9% 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 of (PIDCW-A).

Frequently Asked Questions

What is Kotak Nifty Next 50 Index Fund of (PIDCW-A)?

Kotak Nifty Next 50 Index Fund of (PIDCW-A) 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 of (PIDCW-A)?

You can invest in Kotak Nifty Next 50 Index Fund of (PIDCW-A) 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 of (PIDCW-A)?

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

Is Kotak Nifty Next 50 Index Fund of (PIDCW-A) good to invest in?

As per Scripbox experts, Kotak Nifty Next 50 Index Fund of (PIDCW-A) is a Not Reviewed Yet fund. You can investKotak Nifty Next 50 Index Fund of (PIDCW-A) 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 of (PIDCW-A)?

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