Kotak Nifty Next 50 Index Fund - Growth - Regular Plan

Other Plans and Options
  • 0.84 %Nav, as on 12-12-2025

  • Previous Nav

  • Net Change on 12-12-2025

  • 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.)
ICICI Prudential Nifty Next 50 Index Fund - Growth Jun 25, 2010 -6.32 15.97 16.39 0.68 8,151.03
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option Jun 28, 2018 -6.01 16.00 16.45 0.79 5,952.86
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Dec 23, 2019 -6.22 15.75 16.14 1.04 396.38
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth Apr 15, 2020 -6.35 15.75 16.22 0.72 141.89

Fund Holdings as on 30-November-2025

  • VEDANTA LTD.

  • Hindustan Aeronautics Ltd.

  • TVS Motor Company Ltd.

  • Divis Laboratories Ltd.

  • CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.

  • BHARAT PETROLEUM CORPORATION LTD.

  • Britannia Industries Ltd.

  • Tata Power Company Ltd.

  • INDIAN HOTELS CO LTD

  • Varun Beverages Limited

  • INDIAN OIL CORPORATION LTD.

  • Avenue Supermarts Ltd

  • ADANI POWER LTD

  • Larsen & Toubro Infotech Ltd

  • BANK OF BARODA

  • Power Finance Corporation Ltd.

  • Info Edge India Ltd.

  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD

  • CANARA BANK

  • Bajaj Holdings and Investment Ltd

  • ICICI Lombard General Insurance Company Ltd

  • GAIL (India) Ltd.

  • DLF LIMITED

  • CG Power and Industrial Solutions Ltd.

  • GODREJ CONSUMER PRODUCTS LTD.

  • Pidilite Industries Ltd.

  • REC LTD

  • PUNJAB NATIONAL BANK

  • United Spirits Ltd

  • Jindal Steel & Power Ltd

  • Torrent Pharmaceuticals Ltd.

  • Havells India Ltd.

  • Shree Cement Ltd.

  • ADANI ENERGY SOLUTIONS LTD.

  • AMBUJA CEMENTS LTD.

  • HYUNDAI MOTORS INDIA LTD

  • Solar Industries India Limited

  • MACROTECH DEVELOPERS LTD

  • Adani Green Energy Ltd.

  • Bosch Limited

  • Siemens Ltd.

  • SIEMENS ENERGY INDIA LTD

  • ABB India Ltd.

  • JSW ENERGY LTD.

  • Zydus Lifesciences Ltd.

  • Hindustan Zinc Ltd.

  • INDIAN RAILWAY FINANCE CORPORATION LTD.

  • MAZAGOAN DOCK SHIPBUILDERS LTD.

  • Life Insurance Corporation Of India

  • BAJAJ HOUSING FINANCE LTD.

  • Triparty Repo

  • TVS MOTOR COMPANY LTD.

  • Net Current Assets/(Liabilities)

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  • Power Generation/Distribution

  • Electric Equipment

  • Bank - Public

  • Pharmaceuticals & Drugs

  • Consumer Food

  • Refineries

  • Finance - NBFC

  • Finance Term Lending

  • Metal - Non Ferrous

  • Defence

  • Auto Ancillary

  • Automobile Two & Three Wheelers

  • Construction - Real Estate

  • Chemicals

  • Cement & Construction Materials

  • Insurance

  • Hotel, Resort & Restaurants

  • Retailing

  • IT - Software

  • BPO/ITeS

  • Gas Transmission/Marketing

  • Household & Personal Products

  • Breweries & Distilleries

  • Steel/Sponge Iron/Pig Iron

  • Automobiles - Passenger Cars

  • Ship Building

  • Finance - Housing

  • Miscellaneous

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Fund Manager

  • Cash

  • Equity

  • Preference Shares

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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 ₹839.80 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 ₹0.16(0.84%)yesterday to ₹19.5055.

Among its top 3 holdings the fund has exposure to VEDANTA 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