DS
Devender SinghalFund Manager Since 10 Mar 2021
EquityIndex Funds
Kotak Nifty Next 50 Index Fund Regular Growth
3Y Annualised
15.37%
-0.15% 1D
Fund Performance
Fund Multiplier
Fund Info
Peer Comparison
Fund Managers
AMC Details
Performance
1M Returns
3.51%
-0.15% 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
4 years 10 months
NIFTY 50
5 years 7 months
FD
9 years 7 months
Fund info
Fund size
₹559.71 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
Tata Nifty Capital Markets Index Fund Direct Growth
14.90%
2nd
Tata Nifty Capital Markets Index Fund Direct Reinvestment Inc Dist cum Cap Wdrl
14.90%
3rd
Tata Nifty Capital Markets Index Fund Direct Payout Inc Dist cum Cap Wdrl
14.90%
4th
Tata Nifty Capital Markets Index Fund Regular Reinvestment Inc Dist cum Cap Wdrl
14.83%
5th
Tata Nifty Capital Markets Index Fund Regular Payout Inc Dist cum Cap Wdrl
14.83%
268th
Kotak Nifty Next 50 Index Fund Regular Growth
3.51%
Fund Managers
SD
Satish DondapatiFund Manager Since 10 Mar 2021
About Kotak Nifty Next 50 Index Fund Regular Growth
Kotak Nifty Next 50 Index Fund Regular 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 Regular Growth has ₹559.71 Cr worth of assets under management (AUM) as of Sat Apr 26 2025. The latest Net Asset Value (NAV) of Kotak Nifty Next 50 Index Fund Regular Growth as of Fri Apr 25 2025 is ₹18.2781. The fund has an expense ratio of 0.58%, which is medium comparable to most other Equity funds.
Kotak Nifty Next 50 Index Fund Regular Growth returns for the last 1 year are 4.14%. Since launch, it has delivered 16.44% average annual returns.
The Kotak Nifty Next 50 Index Fund Regular Growth has the majority of its money invested in Industrials, Basic Materials, Healthcare, Consumer Defensive, Consumer Cyclical, Financial Services, Utilities sectors.
Top 5 Holdings of Kotak Nifty Next 50 Index Fund Regular Growth.
- InterGlobe Aviation Ltd: 4.55%
- Hindustan Aeronautics Ltd Ordinary Shares: 3.60%
- Vedanta Ltd: 3.57%
- Divi's Laboratories Ltd: 3.33%
- Varun Beverages Ltd: 3.28%
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 Regular 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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