Kotak Nifty Next 50 Index Fund - Growth - Regular Plan

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  • Net Change on 17-04-2025

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Fund Overview Growth | Regular Plan

  • Fund House

  • Launch Date

  • Benchmark

  • Minimum Investment (₹)

  • Minimum Addl Investment (₹)

  • Exit Load (%)

  • Minimum SIP Investment (₹)

  • Minimum STP Investment (₹)

  • Minimum SWP Investment (₹)

  • 52 Week Low Nav (₹)

  • 52 Week Low Nav Date

  • 52 Week High Nav (₹)

  • 52 Week High Nav Date

Fund Objective

The investment objective of the scheme is to replicate the composition of the Nifty Next 50 and togenerate returns that are commensurate with the performance of the NIFTY Next 50 Index, subject totracking errors.

Fund Performance

Scheme Name 1-Month Return (%) 3-Month Return (%) 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Since Inception
NIFTY 50 - TRI N/A N/A N/A N/A N/A N/A
NIFTY NEXT 50 - TRI N/A N/A N/A N/A N/A N/A

Returns upto 1 year is Absolute, and above 1 year are Compounded Annualised

Peer Fund Comparison

Scheme Name Launch Date Ratings 1-Year Return (%) 3-Year Return (%) 5-Year Return (%) Expense Ratio (%) Assets (Cr.)
ICICI Prudential Nifty Next 50 Index Fund - Growth Jun 25, 2010 3.25 13.73 22.06 0.66 6,760.19
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option Jun 28, 2018 3.49 13.76 22.16 0.80 4,831.80
DSP Nifty Next 50 Index Fund - Regular Plan - Growth Feb 21, 2019 3.41 13.90 22.26 0.61 899.17
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Dec 23, 2019 3.26 13.56 21.61 1.04 307.45
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth Apr 15, 2020 2.97 13.42 21.88 0.79 124.87

Fund Holdings as on 31-March-2025

  • Inter Globe Aviation Ltd

  • Hindustan Aeronautics Ltd.

  • VEDANTA LTD.

  • Divis Laboratories Ltd.

  • Varun Beverages Limited

  • INDIAN HOTELS CO LTD

  • CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.

  • Tata Power Company Ltd.

  • Power Finance Corporation Ltd.

  • Avenue Supermarts Ltd

  • Britannia Industries Ltd.

  • TVS Motor Company Ltd.

  • Info Edge India Ltd.

  • GODREJ CONSUMER PRODUCTS LTD.

  • Bajaj Holdings and Investment Ltd

  • BHARAT PETROLEUM CORPORATION LTD.

  • REC LTD

  • GAIL (India) Ltd.

  • INDIAN OIL CORPORATION LTD.

  • Siemens Ltd.

  • Pidilite Industries Ltd.

  • DLF LIMITED

  • ICICI Lombard General Insurance Company Ltd

  • BANK OF BARODA

  • Larsen & Toubro Infotech Ltd

  • United Spirits Ltd

  • CG Power and Industrial Solutions Ltd.

  • Shree Cement Ltd.

  • ADANI POWER LTD

  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD

  • Havells India Ltd.

  • AMBUJA CEMENTS LTD.

  • Jindal Steel & Power Ltd

  • Torrent Pharmaceuticals Ltd.

  • MACROTECH DEVELOPERS LTD

  • PUNJAB NATIONAL BANK

  • ADANI ENERGY SOLUTIONS LTD.

  • CANARA BANK

  • Dabur India Ltd.

  • ABB India Ltd.

  • Adani Green Energy Ltd.

  • JSW ENERGY LTD.

  • Bosch Limited

  • INDIAN RAILWAY FINANCE CORPORATION LTD.

  • Zydus Lifesciences Ltd.

  • ICICI Prudential Life Insurance Co. Ltd.

  • HYUNDAI MOTORS INDIA LTD

  • Life Insurance Corporation Of India

  • BAJAJ HOUSING FINANCE LTD.

  • Triparty Repo

  • SWIGGY LTD

  • Net Current Assets/(Liabilities)

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  • Power Generation/Distribution

  • Electric Equipment

  • Finance Term Lending

  • Consumer Food

  • Pharmaceuticals & Drugs

  • Finance - NBFC

  • Bank - Public

  • Refineries

  • Airlines

  • Household & Personal Products

  • Insurance

  • Defence

  • Metal - Non Ferrous

  • Construction - Real Estate

  • Cement & Construction Materials

  • Hotel, Resort & Restaurants

  • Auto Ancillary

  • Retailing

  • Automobile Two & Three Wheelers

  • BPO/ITeS

  • Industrial Gases & Fuels

  • Chemicals

  • Breweries & Distilleries

  • IT - Software

  • Steel/Sponge Iron/Pig Iron

  • Automobiles - Passenger Cars

  • Finance - Housing

  • e-Commerce

  • Miscellaneous

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Fund Manager

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  • Equity

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About Kotak Nifty Next 50 Index Fund

Scheme Analysis

Kotak Nifty Next 50 Index Fund is a Index Funds - Nifty Next 50 fund and belongs to Kotak Mahindra Mutual Fund. It was launched on 10-Mar-2021 and currently has an AUM of ₹559.71 crore. Kotak Nifty Next 50 Index Fund is benchmarked against NIFTY 50 - TRI as primary index and NIFTY NEXT 50 - TRI as secondary index.

The NAV of Kotak Nifty Next 50 Index Fund ended up ₹0.13(0.72%)yesterday to ₹18.2632.

Among its top 3 holdings the fund has exposure to Inter Globe Aviation Ltd, and

The Kotak Nifty Next 50 Index Fund is managed by Devender Singhal and Satish Dondapati.

Fund House Contact

27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra (E), Mumbai - 400 051

+91 (22) 66384400
mutual@kotak.com
+91 (22) 66384455