Kotak Nifty Next 50 Index Fund

Other · Index
1,000
Min SIP
5,000
Min Lumpsum
0.31 %
Expense Ratio
Rating
99
Fund Size (in Cr)
2 Years
Fund Age
Mutual Fund SIP Calculator
Monthly Investment
Max: ₹1,00,000
Investment Period
Yrs
Max: 1 yrs
  • Invested Amount
    --
  • Wealth Gained
    --
  • Expected Amount
    --

Scheme Performance

Returns and Ranks ( as on 26 May 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 11.2% - - 8.7%
Category Average 11.1% 22.8% 8.2% -

Scheme Allocation

By Holding
By Sector
By Asset
LTI Mindtree
3.69%
Bharat Electron
3.37%
Pidilite Inds.
3.36%
SRF
3.36%
Bank of Baroda
3.18%
Others
83.04%
Personal Products
8.37%
Finance
7.29%
Cement & Cement Products
6.91%
Chemicals & Petrochemical
6.72%
Retailing
6.1%
Others
64.61%
Equity
99.96%
Reverse Repos
0.2%
Net Curr Ass/Net Receivables
-0.16%

Advance Ratio

-
Alpha
-
SD
-
Beta
-
Sharpe

Exit Load

Exit Load Nil

Fund Objective

The investment objective of the scheme is to replicate the composition of the Nifty Next 50 and to generate returns that are commensurate with the performance of the NIFTY Next 50 Index, subject to tracking errors. However, there is no assurance that the objective of the scheme will be realized.

Fund Managers

Devender Singhal - Fund Manager

Mr Devendra Singhal has 14 years of equity and fund management research experience. His main focus at KMAMC is to cover media, automotive, and FMCG research. He worked for Kotak Portfolio Management Services before joining the company’s AMC division. He has been consistently involved in the Kotak Group for nearly 12 years. He previously worked as a fund manager at Religare and at Karvy.

Risk-O-Meter

Peer Comparison

Fund Name

AMC Contact Details

Kotak Mahindra Mutual Fund
AUM:
2,83,896 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com

Frequently Asked Questions

How to invest in Kotak Nifty Next 50 Index Fund ?

You can invest in Kotak Nifty Next 50 Index Fund in a quick and simple process. Follow the below steps;
  • Login to your 5paisa account, Go to the Mutual Funds section.
  • Search for Kotak Nifty Next 50 Index Fund in the search box.
  • Click on "Start SIP" if you wish to do a SIP or click on “One-time” if you wish to invest a lumpsum amount then click on "Invest Now"

What is the NAV of Kotak Nifty Next 50 Index Fund ?

The NAV of Kotak Nifty Next 50 Index Fund is ₹12 as of 26 May 2023.

How to redeem Kotak Nifty Next 50 Index Fund holding ?

You can go to your holding on the app and click on the fund name you will get two options Invest More and Redeem; click on redeem and enter the amount or units you desire to redeem or you can tick on “Redeem all units”.

What is the minimum sip amount of Kotak Nifty Next 50 Index Fund?

The minimum SIP amount of Kotak Nifty Next 50 Index Fund is ₹1000

What are the top sectors Kotak Nifty Next 50 Index Fund has invested in??

The top sectors Kotak Nifty Next 50 Index Fund has invested in are
  1. LTI Mindtree - 3.69%
  2. Bharat Electron - 3.37%
  3. Pidilite Inds. - 3.36%
  4. SRF - 3.36%
  5. Bank of Baroda - 3.18%

How much returns have Kotak Nifty Next 50 Index Fund generated ?

The Kotak Nifty Next 50 Index Fund has delivered 8.7% since inception

What is the expense ratio of Kotak Nifty Next 50 Index Fund ?

The expense ratio of Kotak Nifty Next 50 Index Fund is 0.31 % as of 26 May 2023.

What is the AUM of Kotak Nifty Next 50 Index Fund?

The AUM of Kotak Nifty Next 50 Index Fund is ₹2,83,896 Cr as of 26 May 2023

What are the top stock holdings of Kotak Nifty Next 50 Index Fund?

The top stock holdings of Kotak Nifty Next 50 Index Fund are
  1. LTI Mindtree - 3.69%
  2. Bharat Electron - 3.37%
  3. Pidilite Inds. - 3.36%
  4. SRF - 3.36%
  5. Bank of Baroda - 3.18%
Invest Now