DS
Devender SinghalFund Manager Since 10 Mar 2021
EquityIndex Funds
Kotak Nifty Next 50 Index Fund Direct Growth
3Y Annualised
22.21%
-0.43% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
1.80%
-0.43% 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
3 years 5 months
NIFTY 50
5 years 3 months
FD
9 years 7 months
Fund info
Fund size
₹893.66 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
Groww Nifty Metal ETF
8.53%
2nd
ICICI Prudential Nifty200 Value 30 Index Fund Direct Reinvestment Inc Dist cum Cap Wdrl
7.29%
3rd
ICICI Prudential Nifty200 Value 30 Index Fund Direct Payout Inc Dist cum Cap Wdrl
7.29%
4th
ICICI Prudential Nifty200 Value 30 Index Fund Direct Growth
7.29%
5th
ICICI Prudential Nifty200 Value 30 Index Fund Regular Growth
7.24%
246th
Kotak Nifty Next 50 Index Fund Direct Growth
1.80%
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 ₹893.66 Cr worth of assets under management (AUM) as of Sat Feb 14 2026. The latest Net Asset Value (NAV) of Kotak Nifty Next 50 Index Fund Direct Growth as of Fri Feb 13 2026 is ₹20.0792. The fund has an expense ratio of 0.1%, which is medium comparable to most other Equity funds.
Kotak Nifty Next 50 Index Fund Direct Growth returns for the last 1 year are 15.53%. Since launch, it has delivered 15.56% average annual returns.
The Kotak Nifty Next 50 Index Fund Direct Growth has the majority of its money invested in Basic Materials, Industrials, Consumer Cyclical, Healthcare, Energy, Consumer Defensive, Financial Services, Utilities sectors.
Top 5 Holdings of Kotak Nifty Next 50 Index Fund Direct Growth.
- Vedanta Ltd: 5.10%
- Hindustan Aeronautics Ltd Ordinary Shares: 3.86%
- TVS Motor Co Ltd: 3.81%
- Divi's Laboratories Ltd: 3.39%
- Bharat Petroleum Corp Ltd: 3.12%
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 |
Similar Funds from Kotak Mahindra Asset Management Co Ltd
Kotak Flexicap Fund Growth
EquityFlexi Cap
3Y CAGR
17.76%
expense ratio
1.44%
fund size
₹56478.65 Cr
Kotak Infrastructure & Economic Reform Fund- Direct Plan- Growth Option
EquityEquity - Infrastructure
3Y CAGR
22.02%
expense ratio
0.69%
fund size
₹2252.41 Cr
Kotak Nifty PSU Bank ETF
EquitySector - Financial Services
3Y CAGR
33.27%
expense ratio
0.49%
fund size
₹2375.77 Cr
Kotak ELSS Tax Saver-Scheme-Growth - Direct
EquityELSS (Tax Savings)
3Y CAGR
17.40%
expense ratio
0.62%
fund size
₹6301.13 Cr
Kotak Medium Term Direct Growth
Fixed IncomeMedium Duration
3Y CAGR
9.37%
expense ratio
0.67%
fund size
₹1991.85 Cr
Calculate Your Returns
Estimated Returns in 3 Years (Based on past 3Y returns)
₹0
Total Amount
₹0
