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Kotak Nifty Next 50 Index Fund Regular - Growth
Equity, Large Cap, Principal at very high risk
1 Year Return 17.54%
Fund Details
NAV 19.8807
Sub-Type Large Cap
Rating 4
Min. SIP Amount 100.0
Fund Age(Year) 4.94
Fund Size 893.66
Fund Performance
1 Month 1.46%
3 Month -0.47%
6 Month 4.93%
1 Year 17.54%
3 Year 21.88%
5 Year 0.0%
Comparison with same funds
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-Growth Ret 1M -0.5% Ret 1Y 13.63% Ret 3Y 15.61% Ret 5Y 13.08%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Ret 1M -0.5% Ret 1Y 13.63% Ret 3Y 15.61% Ret 5Y 13.08%
Equity, Flexi Cap funds Aditya Birla Sun Life Large Cap Fund Regular-IDCW Reinvestment Ret 1M -0.5% Ret 1Y 13.63% Ret 3Y 15.61% Ret 5Y 13.08%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-Growth Ret 1M 1.11% Ret 1Y 16.78% Ret 3Y 18.14% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Ret 1M 1.11% Ret 1Y 16.78% Ret 3Y 18.14% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Equal Weight Index Fund Regular-IDCW Reinvestment Ret 1M 1.11% Ret 1Y 16.78% Ret 3Y 18.14% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-Growth Ret 1M 0.11% Ret 1Y 12.75% Ret 3Y 13.46% Ret 5Y 11.73%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Ret 1M 0.11% Ret 1Y 12.75% Ret 3Y 13.46% Ret 5Y 11.73%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty 50 Index Fund Regular-IDCW Reinvestment Ret 1M 0.11% Ret 1Y 12.75% Ret 3Y 13.46% Ret 5Y 11.73%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-Growth Ret 1M 1.44% Ret 1Y 17.34% Ret 3Y 21.47% Ret 5Y 0%
Equity, Flexi Cap funds Aditya Birla Sun Life Nifty Next 50 Index Fund Regular-IDCW Ret 1M 1.44% Ret 1Y 17.34% Ret 3Y 21.47% Ret 5Y 0%
Charges & Taxes Expense Ratio
Returns are taxed as per your Income Tax Slab.
Expense Ratio (Inclusive of GST): 0.49%
Exit Load 0%
Stamp Duty 0.005%
Fund Management
The various expenses, charges and taxes associated with your Mutual Fund
Devender Singhal
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 ).
Satish Dondapati
Education Mr. Dondapati has done MBA Finance
Experience Prior to joining Kotak Mutual fund he has worked with Centurian Bank Of Punjab, Bajaj Capital Ltd.
Riskometer
Mutual Fund Investments are subject to market risk. Read all scheme related documents carefully.
Principal at very high risk%
AMC and Fund details
Rank (total sets) 19
Date of Incorporation 2021-03-10
Total AUM 2026-01-31
The Scheme Seeks to generate returns from a portfolio of pure debt oriented funds accessed through the diverse investment styles of underlying schemes selected in accordance with the BSLAMC process.
Know This Fund
As on 18 Feb 2026
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.91%) Market Cap Small Cap 0.03 Large Cap 78.94 Mid Cap 20.94 Top Sectors Financial 17.41 Energy 15.21 Capital Goods 12.66 Consumer Staples 9.72 Automobile 8.83 Metals & Mining 8.17 Services 7.14 Healthcare 6.2 Chemicals 3.41 Construction 3.01 Materials 2.96 Insurance 2.75 Technology 2.44 Top Holding TVS Motor Company - Pref. Shares 0.03 Indian Railway Finance Corporation 0.95 Tata Power Company 2.71 Godrej Consumer 2.05 ICICI Lombard Gen. Insurance 1.94 CG Power 1.77 LTIMindtree 2.44 Bosch 1.4 Siemens Energy India 0.97 ABB India 1.29 Bajaj Housing Finance 0.38 Adani Green Energy 1.15 Hindustan Zinc 1.2 Adani Energy Solutions 1.37 Torrent Pharmaceuticals 1.83 Ambuja Cements 1.37 Vedanta 5.1 Bharat Petroleum Corporation 3.12 DLF 1.8 Zydus Lifesciences 0.98 Siemens 1.21 Indian Oil Corporation 2.69 Shree Cement 1.59 The Indian Hotels Company 2.61 Divi's Laboratories 3.39 Avenue Supermarts 2.39 JSW Energy 1.09 Jindal Steel 1.87 Canara Bank 2.19 Havells India 1.43 United Spirits 1.78 Bank of Baroda 2.45 Life Insurance 0.81 Power Fin. Corp. 2.44 Lodha Developers 1.21 Britannia Industries 3.05 Varun Beverages 2.84 Solar Industries India 1.45 Mazagon Dock Shipbuilders 0.86 Cholamandalam Investment and Finance Company 3.04 Adani Power 2.36 Punjab National Bank 1.9 Hindustan Aero 3.86 Hyundai Motor 1.38 Samvardhana Motherson 2.21 Info Edge (India) 2.14 GAIL (India) 1.99 REC 2 TVS Motor Company 3.81 Bajaj Holdings & Invest. 2.06 Pidilite Industries 1.96
Debt & Others (0.09%) Sector Allocation Repo 0.28 Net Payables -0.19 Debt Credit Ratings Debt Category Others 0.09
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