Kotak Nifty Next 50 Index Fund - Growth - Regular Plan

Other Plans and Options
  • 1.17 %Nav, as on 11-08-2025

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  • Net Change on 11-08-2025

  • 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 -8.62 15.95 19.18 0.79 5,497.34
Motilal Oswal Nifty Next 50 Index Fund - Regular plan - Growth Dec 23, 2019 -8.82 15.74 18.69 1.04 356.10
HSBC NIFTY NEXT 50 INDEX FUND - Regular Growth Apr 15, 2020 -8.97 15.68 18.94 0.72 134.89

Fund Holdings as on 30-June-2025

  • Inter Globe Aviation Ltd

  • Hindustan Aeronautics Ltd.

  • Divis Laboratories Ltd.

  • VEDANTA LTD.

  • Britannia Industries Ltd.

  • CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.

  • TVS Motor Company Ltd.

  • Tata Power Company Ltd.

  • INDIAN HOTELS CO LTD

  • BHARAT PETROLEUM CORPORATION LTD.

  • Avenue Supermarts Ltd

  • Bajaj Holdings and Investment Ltd

  • Power Finance Corporation Ltd.

  • Varun Beverages Limited

  • Info Edge India Ltd.

  • INDIAN OIL CORPORATION LTD.

  • DLF LIMITED

  • GAIL (India) Ltd.

  • REC LTD

  • Larsen & Toubro Infotech Ltd

  • ICICI Lombard General Insurance Company Ltd

  • GODREJ CONSUMER PRODUCTS LTD.

  • Pidilite Industries Ltd.

  • ADANI POWER LTD

  • BANK OF BARODA

  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD

  • CG Power and Industrial Solutions Ltd.

  • United Spirits Ltd

  • Shree Cement Ltd.

  • Havells India Ltd.

  • MACROTECH DEVELOPERS LTD

  • CANARA BANK

  • PUNJAB NATIONAL BANK

  • AMBUJA CEMENTS LTD.

  • Torrent Pharmaceuticals Ltd.

  • Jindal Steel & Power Ltd

  • ADANI ENERGY SOLUTIONS LTD.

  • ABB India Ltd.

  • HYUNDAI MOTORS 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.

  • Life Insurance Corporation Of India

  • Triparty Repo

  • SWIGGY LTD

  • BAJAJ HOUSING FINANCE LTD.

  • Net Current Assets/(Liabilities)

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  • Power Generation/Distribution

  • Pharmaceuticals & Drugs

  • Consumer Food

  • Electric Equipment

  • Finance Term Lending

  • Finance - NBFC

  • Refineries

  • Bank - Public

  • Airlines

  • Insurance

  • Defence

  • Construction - Real Estate

  • Household & Personal Products

  • Cement & Construction Materials

  • Auto Ancillary

  • Metal - Non Ferrous

  • Automobile Two & Three Wheelers

  • Hotel, Resort & Restaurants

  • Retailing

  • BPO/ITeS

  • Industrial Gases & Fuels

  • IT - Software

  • Chemicals

  • Breweries & Distilleries

  • Steel/Sponge Iron/Pig Iron

  • Automobiles - Passenger Cars

  • 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 ₹692.86 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 ₹0.22(1.17%)yesterday to ₹18.8752.

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