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Kotak Nifty Next 50 Index Fund Direct growth
Equity • Index • Direct growth
CAGR
₹1,000 invested for 5 years
Fund Info
Equity
Index
Direct growth
Launched On
10 Mar 2021
3.5 years ago
Lock-in Period
No lock-in
NAV
as of 06 Sep 2024
₹21.55
-1.3544% (-0.20)
AUM
₹317 Cr
Expense ratio
0.35%
Benchmark
Nifty Next 50
Fund Plan
Tax info and exit load
Taxes
Units held less than 1Y
15%
Units held more than 1Y
10%
Exit Load
If units sold anytime
0%
Distribution
Asset split
Equity99.96%
Cash0.04%
What's in this fund?
Sectors
Holdings
Financial Services
Industrials
Consumer Cyclical
Basic Materials
Consumer Defensive
Fund House
Kotak Mahindra
Inc: 29 Dec 1998 • Total AUM: ₹4,03,748 Cr • Rank #4Kotak 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: 5.32 yrs • Total AUM: 2,42,694 Cr
Satish Dondapati
Experience: 5.32 yrs • Total AUM: 20,099 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
UTI Nifty Next 50 Index Fund
Equity • Index3Y CAGR
21.59%
Expense ratio
0.36%
Tracking error
Fund size
ICICI Prudential Nifty Next 50 Index
Equity • Index3Y CAGR
21.59%
Expense ratio
0.31%
Tracking error
Fund size
UTI Nifty 50 Index Fund
Equity • Index3Y CAGR
14.32%
Expense ratio
0.18%
Tracking error
Fund size
ICICI Prudential Nifty 50 Index Fund
Equity • Index3Y CAGR
14.28%
Expense ratio
0.17%
Tracking error
Fund size
HDFC Index Fund-NIFTY 50 Plan
Equity • Index3Y CAGR
14.28%
Expense ratio
0.2%
Tracking error
Fund size
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.