Kotak Nifty Next 50 Index Fund Direct growth

Equity • Index • Direct growth

CAGRInfo Icon

₹1,000 invested for 5 years

Fund Info

Equity

Index

Direct growth

Launched On
10 Mar 2021
3.7 years ago
Lock-in Period
No lock-in
NAV
as of 13 Nov 2024
₹19.42
-1.9716% (-0.30)
AUM
₹360 Cr
Expense ratio
0.11%
Benchmark
Nifty Next 50
Fund Plan
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20%

Units held more than 1Y

12.5%

Exit Load

If units sold anytime

0%

Distribution

Asset split
Equity100.28%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

22.37%
Industrials

Industrials

18.88%
Basic Materials

Basic Materials

12.23%
Consumer Cyclical

Consumer Cyclical

9.65%
Consumer Defensive

Consumer Defensive

8.32%

Fund House

Kotak Mahindra

Kotak Mahindra

Inc: 29 Dec 1998 • Total AUM: ₹4,17,976 Cr • Rank #4
Kotak Mahindra Mutual Fund, started in 1998, has Kotak Mahindra Bank as its sponsor. The fund house is headed by Nilesh Shah as the CEO. As of 31 March 2024, it has an AUM of ₹4,12,221 Cr. The fund house has over 8.1 million investor accounts and more than 50,000 empanelled distributors.

Fund Managers

Devender Singhal

Experience: 5.51 yrs • Total AUM: 2,63,449 Cr

Satish Dondapati

Experience: 5.51 yrs • Total AUM: 21,178 Cr

Risk

Category risk
Very high
As provided by the fund house document, this risk is specific to this fund category (Equity). To know the risk of this fund particularly, check 'Risk vs Category'.

Other top rated funds

Top rated

UTI Nifty Next 50 Index Fund

Equity • Index • Direct Growth
3Y CAGR
15.38%
Expense ratio
0.37%
Tracking error
Below Average
Fund size
High
Top rated

ICICI Prudential Nifty Next 50 Index

Equity • Index • Direct Growth
3Y CAGR
15.37%
Expense ratio
0.31%
Tracking error
Below Average
Fund size
High
Top rated

SBI Nifty Index Fund

Equity • Index • Direct Growth
3Y CAGR
10.21%
Expense ratio
0.2%
Tracking error
Low
Fund size
High
Top rated

UTI Nifty 50 Index Fund

Equity • Index • Direct Growth
3Y CAGR
10.21%
Expense ratio
0.18%
Tracking error
Low
Fund size
High
Top rated

ICICI Prudential Nifty 50 Index Fund

Equity • Index • Direct Growth
3Y CAGR
10.19%
Expense ratio
0.17%
Tracking error
Low
Fund size
High
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Disclaimer: Top rated funds do not constitute any advice. Research data is powered by Morningstar. Please read the offer documents carefully before investing. Upstox shall not accept any liability arising out of your investments.