Kotak Nifty Next 50 Index Fund Growth

Equity
Large Cap
Very High Risk
+16.52%
3Y annualised
+0.33% 1D
1M
6M
1Y
3Y
All
NAV: 23 Sep 2025
₹19.84
Rating
3
Min. SIP amount
Not Supported
Fund size
₹708.23Cr

Return calculator

Monthly SIP
One-Time
₹5,000 per month
Over the past
Total investment of 0
Would have become (%)

Holdings (51)

NameSectorInstrumentAssets
ServicesEquity4.87%
Capital GoodsEquity3.61%
HealthcareEquity3.42%
AutomobileEquity3.38%
Metals & MiningEquity3.13%
ServicesEquity3.07%
Consumer StaplesEquity3.02%
ServicesEquity2.93%
Consumer StaplesEquity2.87%
EnergyEquity2.76%
FinancialEquity2.63%
EnergyEquity2.62%
FinancialEquity2.43%
FinancialEquity2.43%
ServicesEquity2.32%
EnergyEquity2.24%
Consumer StaplesEquity2.20%
TechnologyEquity2.09%
EnergyEquity2.08%
ConstructionEquity2.08%
ChemicalsEquity2.07%
EnergyEquity2.05%
Capital GoodsEquity1.95%
InsuranceEquity1.94%
FinancialEquity1.92%
FinancialEquity1.89%
AutomobileEquity1.80%
ConstructionEquity1.72%
Consumer StaplesEquity1.70%
Capital GoodsEquity1.69%
HealthcareEquity1.64%
ConstructionEquity1.62%
AutomobileEquity1.54%
FinancialEquity1.54%
Metals & MiningEquity1.53%
FinancialEquity1.53%
AutomobileEquity1.52%
ConstructionEquity1.47%
Consumer StaplesEquity1.35%
Capital GoodsEquity1.23%
EnergyEquity1.21%
Capital GoodsEquity1.19%
Capital GoodsEquity1.15%
Capital GoodsEquity1.15%
HealthcareEquity1.08%
InsuranceEquity1.03%
FinancialEquity0.93%
InsuranceEquity0.83%
ServicesEquity0.70%
FinancialEquity0.45%
TVS Motor Company Ltd - Pref. Shares
AutomobilePref. Shares0.04%
See All

Minimum investment amounts

Min. for 1st investmentNot Supported
Min. for 2nd investment onwardsNot Supported
Min. for SIPNot Supported

Returns and rankings

Category: Equity Large Cap
Annualised returns
Absolute returns
6M1Y3YAll
Fund returnsNA-7.0%16.5%16.4%
Category averageNA-3.1%14.8%NA
Rank with in categoryNA13430NA
Understand terms

Peer Comparison

Equity, Large Cap fundsRating1Y3YFund Size(Cr)
5
1.9%19.6%45,012.18
5
-0.1%18.7%71,839.85
5
-0.5%17.7%6,397.58
5
-4.3%16.6%37,659.18
4
-1.9%14.8%7,689.74

Expense ratio, exit load and tax

Expense ratio: 0.57%

Inclusive of GST

Exit load

Nil

Stamp duty

0.005% (from July 1st, 2020)

Tax implication

If you redeem within one year, returns are taxed at 20%. If you redeem after one year, returns exceeding Rs 1.25 lakh in a financial year are taxed at 12.5%.

Understand terms
Check past data

Fund management

Devender Singhal
Feb 2021 - Present
View details

Education
Mr. Singhal has done B.A. (Maths) from Delhi University and PGDM, Finance from Fore School of Management, Delhi.
Experience
Prior to joining Kotak Mahindra AMC , he has worked with Kotak Securities Ltd.(July 2007 -- January 2009) ,Religare (February 2006 -- June 2007), Karvy (July 2004 -- January 2006), P N Vijay Financial Services Pvt Ltd(2001 -- 2004) and Dundee Mutual Fund( Summer Trainee ) (May 2000 -- June 2000 ).
Also manages these schemes

Fund house & investment objective

Fund house contact details

Address
The Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Phone
022-61152100 / 1800-22-2626
Launch Date
05 Aug 1994
E-mail
NA
Website
Kotak Mahindra Mutual Fund
Asset Management Company
Custodian
NA
Registrar & Transfer Agent
Cams
Address
7th Floor, Tower II, Rayala Towers, 158, Anna Salai,

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