Kotak Nifty Next 50 Index Fund Direct dividend reinvestment

Equity • Index • Direct dividend reinvestment

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₹1,000 invested for 5 years

Fund Info

Equity

Index

Direct dividend reinvestment

Launched On
10 Mar 2021
4.8 years ago
Lock-in Period
No lock-in
NAV
as of 12 Dec 2025
₹19.98
+0.8387% (0.20)
AUM
₹809 Cr
Expense ratio
0.1%
Benchmark
Nifty Next 50
Fund Plan
Annually
Open demat account

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Tax info and exit loadInfo Icon

Taxes

Units held less than 1Y

20.00%

Units held more than 1Y

12.50%

Exit Load

If units sold anytime

0%

What's in this fund?

Sectors
Holdings
Financial Services

Financial Services

20.21%
Basic Materials

Basic Materials

12.86%
Utilities

Utilities

12.64%
Consumer Defensive

Consumer Defensive

12.21%
Consumer Cyclical

Consumer Cyclical

11.45%

Fund House

Kotak Mahindra

Kotak Mahindra

Inc: 29 Dec 1998 • Total AUM: ₹4,90,545 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: 6.59 yrs • Total AUM: 3,44,079 Cr

Satish Dondapati

Experience: 6.59 yrs • Total AUM: 34,821 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'.
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