Kotak Nifty Next 50 Index Fund - Growth - Direct Plan

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  • Net Change on 10-02-2026

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Fund Overview Growth | Direct 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 - Direct Plan - Growth Option Jun 28, 2018 10.34 22.07 15.84 0.35 6,069.51

Fund Holdings as on 31-January-2026

  • VEDANTA LTD.

  • Hindustan Aeronautics Ltd.

  • TVS Motor Company Ltd.

  • Divis Laboratories Ltd.

  • BHARAT PETROLEUM CORPORATION LTD.

  • Britannia Industries Ltd.

  • CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.

  • Varun Beverages Limited

  • Tata Power Company Ltd.

  • INDIAN OIL CORPORATION LTD.

  • INDIAN HOTELS CO LTD

  • BANK OF BARODA

  • Larsen & Toubro Infotech Ltd

  • Power Finance Corporation Ltd.

  • Avenue Supermarts Ltd

  • ADANI POWER LTD

  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD

  • CANARA BANK

  • Info Edge India Ltd.

  • Bajaj Holdings and Investment Ltd

  • GODREJ CONSUMER PRODUCTS LTD.

  • REC LTD

  • GAIL (India) Ltd.

  • Pidilite Industries Ltd.

  • ICICI Lombard General Insurance Company Ltd

  • PUNJAB NATIONAL BANK

  • Jindal Steel & Power Ltd

  • TORRENT PHARMACEUTICALS LTD.

  • DLF LIMITED

  • United Spirits Ltd

  • CG Power and Industrial Solutions Ltd.

  • Shree Cement Ltd.

  • Solar Industries India Limited

  • Havells India Ltd.

  • Bosch Limited

  • HYUNDAI MOTORS INDIA LTD

  • AMBUJA CEMENTS LTD.

  • ADANI ENERGY SOLUTIONS LTD.

  • ABB India Ltd.

  • Siemens Ltd.

  • MACROTECH DEVELOPERS LTD

  • Hindustan Zinc Ltd.

  • Adani Green Energy Ltd.

  • JSW ENERGY LTD.

  • Zydus Lifesciences Ltd.

  • SIEMENS ENERGY INDIA 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

  • Metal - Non Ferrous

  • Finance - NBFC

  • Finance Term Lending

  • Automobile Two & Three Wheelers

  • Auto Ancillary

  • Defence

  • Chemicals

  • Construction - Real Estate

  • Cement & Construction Materials

  • Insurance

  • Hotel, Resort & Restaurants

  • IT - Software

  • Retailing

  • BPO/ITeS

  • Household & Personal Products

  • Gas Transmission/Marketing

  • Breweries & Distilleries

  • Steel/Sponge Iron/Pig Iron

  • Automobiles - Passenger Cars

  • Ship Building

  • Finance - Housing

  • Miscellaneous

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Fund Manager

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  • 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 ₹893.66 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 ₹0.03(0.14%)yesterday to ₹20.3706.

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