DS
Devender SinghalFund Manager Since 10 Mar 2021
EquityIndex Funds
Kotak Nifty Next 50 Index Fund Direct Growth
3Y Annualised
14.58%
0.01% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
-2.53%
0.01% 1D
Benchmark
UTI Nifty Next 50 Index Fund
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
This Fund
5 years 1 months
NIFTY 50
6 years 4 months
FD
9 years 7 months
Fund info
Fund size
₹436.51 Cr
Min. SIP amount
₹100
Min. Lumpsum amount
₹100
Exit load
0%
Nil
Risk Profile
Very High Risk
Peer Comparison
This Fund's Performance Compared With Peers
Over the Period of oneMonth
1st
Edelweiss Nifty Smallcap 250 Index Fund Regular Payout Inc Dist cum Cap Wdrl
5.11%
2nd
IDBI Nifty 50 Index Fund Direct Growth
3.73%
3rd
IDBI Nifty 50 Index Fund Direct Payout of Income Distribution cum Cap Wdrl
3.73%
4th
IDBI Nifty 50 Index Fund Direct Reinvestment of Income Distribution cum Cap Wdrl
3.73%
5th
IDBI Nifty 50 Index Growth
3.68%
253rd
Kotak Nifty Next 50 Index Fund Direct Growth
-2.53%
Fund Managers
SD
Satish DondapatiFund Manager Since 10 Mar 2021
About Kotak Nifty Next 50 Index Fund Direct Growth
Kotak Nifty Next 50 Index Fund Direct Growth is a Equity mutual fund scheme from Kotak Mahindra Asset Management Co Ltd. This fund has been in existence for 4 years, having been launched on 2021-03-10. Kotak Nifty Next 50 Index Fund Direct Growth has ₹436.51 Cr worth of assets under management (AUM) as of Fri Mar 14 2025. The latest Net Asset Value (NAV) of Kotak Nifty Next 50 Index Fund Direct Growth as of Thu Mar 13 2025 is ₹17.1199. The fund has an expense ratio of 0.11%, which is medium comparable to most other Equity funds.
Kotak Nifty Next 50 Index Fund Direct Growth returns for the last 1 year are 0.29%. Since launch, it has delivered 14.51% average annual returns.
The Kotak Nifty Next 50 Index Fund Direct Growth has the majority of its money invested in Consumer Cyclical, Industrials, Healthcare, Financial Services, Basic Materials, Consumer Defensive, Utilities, Communication Services sectors.
Top 5 Holdings of Kotak Nifty Next 50 Index Fund Direct Growth.
- Zomato Ltd: 7.58%
- InterGlobe Aviation Ltd: 4.32%
- Divi's Laboratories Ltd: 3.42%
- Jio Financial Services Ltd: 3.35%
- Vedanta Ltd: 3.29%
AMC Information
| Name | Kotak Mahindra Asset Management Co Ltd |
|---|---|
| Founding Date | 2021-03-10 |
| fundaccops@kotakmutual.com | |
| Phone | +91 22 61152100 |
| Website | www.kotakmf.com |
| Address | Kotak Mahindra Asset management Company Limited,2nd Floor, 12-BKC, Plot No C-12,G Block, BKC, Bandra (East),Mumbai - 400 051 |
Tax Implications of Kotak Nifty Next 50 Index Fund Direct Growth
| Short Term Gains | 20% + applicable Surcharge + 4% Cess |
|---|---|
| Long Term Gains | 12.5% without indexation + applicable Surcharge + 4% Cess |
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FAQs
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