Kotak Nifty Next 50 Index Fund Regular-IDCW Payout
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Equity, Large Cap, Principal at very high risk
1 Year Return -2.91% at 22 Dec 2025 06:29 PM
Fund Details
NAV 19.4665
Sub-Type Large Cap
Rating 3
Min. SIP Amount ₹100.0
Fund Age(Year) 4.79
Fund Size(in Crores) 839.79
Fund Performance
1 Month -1.82%
3 Month -2.01%
6 Month 4.04%
1 Year -2.91%
3 Year 16.21%
5 Year 0.0%
Know This Fund
As on 22 Dec 2025
Investment strategy that balances risk & reward by dividing the investment portfolio among different types of asset classes.
Equity (99.11%) Market Cap Small Cap 32.13 Mid Cap 7.46 Large Cap 59.52 Top Sectors Automobile 59.97 Services 26.53 Capital Goods 6.38 Energy 3.26 Chemicals 1.57 Metals & Mining 1.4 Top Holding Sansera Engineering 2.29 Igarashi Motors India 2.01 Maruti Suzuki India 9.89 Schaeffler India 1.28 Bajaj Auto 5.2 Hero Motocorp 9.6 Apollo Tyres 1.12 Swiggy 5.57 Subros 1.54 ZF Commercial 4.32 Carborundum Universal 1.4 Tata Motors 2.19 Blue Dart Express 1.87 Bosch 1.77 Kross 0.72 The Great Eastern Shipping Company 3.26 Tenneco Clean Air India 2.22 Delhivery 1.39 Mahindra & Mahindra 9.22 Interglobe Aviation 4.83 Eternal 5.4 Amara Raja Energy & Mobility 1.56 Sundram Fasteners 1.53 Mahindra Logistics 1.46 Hyundai Motor 2.66 Motherson Wiring 1.12 V.S.T. Tillers 2.75 Adani Ports and Special Economic Zone 4.96 Ashok Leyland 3.36 Castrol India 1.57 Container Corporation Of India 1.05
Debt & Others (0.89%) Sector Allocation Repo 0.95 Net Payables -0.06 Debt Credit Ratings Debt Category Others 0.89
Comparison with same funds
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) 144
Date of Incorporation 2021-03-10
Total AUM 2025-11-30
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.
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