Kotak Nifty Next 50 Index Fund - Growth - Regular Plan

Other Plans and Options
  • (-0.22%)Nav, as on 11-06-2025

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  • Net Change on 11-06-2025

  • PersonalFN Rating

  • Assets (Cr.)

  • Expense Ratio

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.)
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option Jun 28, 2018 -1.21 22.17 22.21 0.79 5,287.60
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Dec 23, 2019 -1.46 21.92 21.67 1.04 341.14

Fund Holdings as on 31-May-2025

  • Inter Globe Aviation Ltd

  • Hindustan Aeronautics Ltd.

  • Divis Laboratories Ltd.

  • VEDANTA LTD.

  • INDIAN HOTELS CO LTD

  • CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.

  • Tata Power Company Ltd.

  • TVS Motor Company Ltd.

  • Britannia Industries Ltd.

  • Varun Beverages Limited

  • BHARAT PETROLEUM CORPORATION LTD.

  • Power Finance Corporation Ltd.

  • GODREJ CONSUMER PRODUCTS LTD.

  • Avenue Supermarts Ltd

  • Bajaj Holdings and Investment Ltd

  • Info Edge India Ltd.

  • INDIAN OIL CORPORATION LTD.

  • GAIL (India) Ltd.

  • DLF LIMITED

  • REC LTD

  • Pidilite Industries Ltd.

  • Larsen & Toubro Infotech Ltd

  • BANK OF BARODA

  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD

  • United Spirits Ltd

  • ICICI Lombard General Insurance Company Ltd

  • CG Power and Industrial Solutions Ltd.

  • ADANI POWER LTD

  • MACROTECH DEVELOPERS LTD

  • Shree Cement Ltd.

  • CANARA BANK

  • Havells India Ltd.

  • AMBUJA CEMENTS LTD.

  • PUNJAB NATIONAL BANK

  • Jindal Steel & Power Ltd

  • Torrent Pharmaceuticals Ltd.

  • ADANI ENERGY SOLUTIONS LTD.

  • ABB India Ltd.

  • Adani Green Energy Ltd.

  • Siemens Ltd.

  • Dabur India Ltd.

  • Bosch Limited

  • JSW ENERGY LTD.

  • ICICI Prudential Life Insurance Co. Ltd.

  • INDIAN RAILWAY FINANCE CORPORATION LTD.

  • Zydus Lifesciences Ltd.

  • HYUNDAI MOTORS INDIA LTD

  • Life Insurance Corporation Of India

  • SIEMENS ENERGY INDIA LTD

  • SWIGGY LTD

  • BAJAJ HOUSING FINANCE LTD.

  • Triparty Repo

  • Net Current Assets/(Liabilities)

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  • Power Generation/Distribution

  • Electric Equipment

  • Pharmaceuticals & Drugs

  • Finance Term Lending

  • Consumer Food

  • Finance - NBFC

  • Bank - Public

  • Refineries

  • Airlines

  • Defence

  • Insurance

  • Construction - Real Estate

  • Household & Personal Products

  • Cement & Construction Materials

  • Metal - Non Ferrous

  • Auto Ancillary

  • Hotel, Resort & Restaurants

  • Automobile Two & Three Wheelers

  • Retailing

  • BPO/ITeS

  • Industrial Gases & Fuels

  • Chemicals

  • IT - Software

  • Breweries & Distilleries

  • Steel/Sponge Iron/Pig Iron

  • Automobiles - Passenger Cars

  • Unspecified

  • e-Commerce

  • Finance - Housing

  • Miscellaneous

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Fund Manager

  • Cash

  • 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 ₹643.16 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 down ₹-0.04(-0.22%)yesterday to ₹19.5403.

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