Kotak Nifty Next 50 Index Fund – Direct Growth

₹ 100
Min SIP
₹ 100
Min Lumpsum
0.34 %
Expense Ratio
Rating
113
Fund Size (in Cr)
4 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 18 August 2023 )
1Y1Y 3Y3Y 5Y5Y MaxMax
Trailing Returns 0.8% - - 10%
Category Average 0.8% 17.4% 8.6% -

Scheme Allocation

By Holding
By Sector
By Asset
Others
83.41%
View all Holdings
Holdings Sector Instrument Asset
Bharat Electron Electronics Equity 3.73%
Cholaman.Inv.&Fn Finance Equity 3.56%
Pidilite Inds. Chemicals Equity 3.18%
Godrej Consumer FMCG Equity 3.12%
Bank of Baroda Banks Equity 3%
Hind.Aeronautics Capital Goods-Non Electrical Equipment Equity 2.96%
Info Edg.(India) E-Commerce/App based Aggregator Equity 2.83%
Siemens Capital Goods - Electrical Equipment Equity 2.83%
ICICI Lombard Insurance Equity 2.82%
I O C L Refineries Equity 2.74%
Tata Power Co. Power Generation & Distribution Equity 2.71%
Ambuja Cements Cement Equity 2.71%
Dabur India FMCG Equity 2.68%
Havells India Consumer Durables Equity 2.67%
Vedanta Mining & Mineral products Equity 2.62%
Shree Cement Cement Equity 2.56%
GAIL (India) Gas Distribution Equity 2.56%
DLF Realty Equity 2.56%
Interglobe Aviat Air Transport Service Equity 2.55%
SRF Chemicals Equity 2.51%
United Spirits Alcoholic Beverages Equity 2.36%
P I Industries Agro Chemicals Equity 2.32%
Marico FMCG Equity 2.31%
Colgate-Palmoliv FMCG Equity 2.15%
SBI Cards Finance Equity 2%
Jindal Steel Steel Equity 1.96%
A B B Capital Goods - Electrical Equipment Equity 1.92%
Samvardh. Mothe. Auto Ancillaries Equity 1.86%
Avenue Super. Retail Equity 1.85%
Canara Bank Banks Equity 1.84%
Page Industries Readymade Garments/ Apparells Equity 1.82%
ICICI Pru Life Insurance Equity 1.79%
HDFC AMC Finance Equity 1.6%
I R C T C Railways Equity 1.55%
Torrent Pharma. Pharmaceuticals Equity 1.46%
Adani Green Power Generation & Distribution Equity 1.32%
ACC Cement Equity 1.3%
Varun Beverages FMCG Equity 1.3%
Bosch Auto Ancillaries Equity 1.29%
Berger Paints Paints/Varnish Equity 1.27%
Zomato Ltd E-Commerce/App based Aggregator Equity 1.25%
Muthoot Finance Finance Equity 1.17%
Bajaj Holdings Finance Equity 1.13%
Indus Towers Telecomm Equipment & Infra Services Equity 0.89%
Adani Energy Sol Power Generation & Distribution Equity 0.85%
FSN E-Commerce E-Commerce/App based Aggregator Equity 0.68%
Adani Total Gas Gas Distribution Equity 0.63%
P & G Hygiene FMCG Equity 0.51%
Life Insurance Insurance Equity 0.42%
Adani Wilmar Edible Oil Equity 0.22%
Personal Products
8.46%
Finance
7.86%
Aerospace & Defense
6.69%
Retailing
6.61%
Cement & Cement Products
6.57%
Others
63.81%
View all Sectors
Sectors Asset
Personal Products 8.46%
Finance 7.86%
Aerospace & Defense 6.69%
Retailing 6.61%
Cement & Cement Products 6.57%
Chemicals & Petrochemical 5.69%
Insurance 5.03%
Power 4.88%
Banks 4.84%
Electrical Equipments 4.75%
Consumer Durables 3.94%
Beverages 3.66%
Gas 3.19%
Auto Components 3.15%
Petroleum Products 2.74%
Diversified Metals 2.62%
Realty 2.56%
Transport Services 2.55%
Agricultural Food & other 2.53%
Fertilisers & Agrochemica 2.32%
Ferrous Metals 1.96%
Textiles & Apparels 1.82%
Capital Markets 1.6%
Leisure Services 1.55%
Pharmaceuticals & Biotech 1.46%
Telecom-Services 0.89%
Debt 0.18%
Cash & Others -0.1%
Equity
99.93%
Reverse Repos
0.18%
Net Curr Ass/Net Receivables
-0.1%

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:
3,12,371 Cr
Address:
27 BKC, C-27, G Block, Bandra Kurla Complex, Bandra(E), Mumbai - 400 051.
Contact:
61152100
Email ID:
fundaccops@kotakmutual.com

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Frequently Asked Questions

How to invest in Kotak Nifty Next 50 Index Fund – Direct Growth ?

You can invest in Kotak Nifty Next 50 Index Fund – Direct Growth 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 – Direct Growth 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 – Direct Growth ?

The NAV of Kotak Nifty Next 50 Index Fund – Direct Growth is ₹12.6 as of 18 August 2023.

How to redeem Kotak Nifty Next 50 Index Fund – Direct Growth 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 – Direct Growth?

The minimum SIP amount of Kotak Nifty Next 50 Index Fund – Direct Growth is ₹100

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

The top sectors Kotak Nifty Next 50 Index Fund – Direct Growth has invested in are
  1. Personal Products - 8.46%
  2. Finance - 7.86%
  3. Aerospace & Defense - 6.69%
  4. Retailing - 6.61%
  5. Cement & Cement Products - 6.57%

Can I make investments in both the SIP and Lump Sum schemes of Kotak Nifty Next 50 Index Fund – Direct Growth?

Yes, You can select both SIP or Lumpsum investment of Kotak Nifty Next 50 Index Fund – Direct Growth based on your investment objective and risk tolerance.

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

The Kotak Nifty Next 50 Index Fund – Direct Growth has delivered 10% since inception

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

The expense ratio of Kotak Nifty Next 50 Index Fund – Direct Growth is 0.34 % as of 18 August 2023.

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

The AUM of Kotak Nifty Next 50 Index Fund – Direct Growth is ₹3,12,371 Cr as of 18 August 2023

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

The top stock holdings of Kotak Nifty Next 50 Index Fund – Direct Growth are
  1. Bharat Electron - 3.73%
  2. Cholaman.Inv.&Fn - 3.56%
  3. Pidilite Inds. - 3.18%
  4. Godrej Consumer - 3.12%
  5. Bank of Baroda - 3%

How can I redeem my investments in Kotak Nifty Next 50 Index Fund – Direct Growth?

Step 1: Visit the fund house's website
Step 2: Log in to your account by adding Folio No. and M-Pin
Step 3: Click on Widhrawal > Redemption
Step 4: Select Kotak Nifty Next 50 Index Fund – Direct Growth in Scheme, enter the redemption amount, and click on submit button.
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