Kotak Nifty Next 50 Index Fund Direct Growth

Kotak Nifty Next 50 Index Fund Direct Growth

Equity
Large Cap
Very High Risk
+17.98%
3Y annualised
-1.02% 1D
1M
6M
1Y
3Y
All
NAV: 09 Jan '26
₹19.98
Min. SIP amount
₹100
Fund size
₹880.33 Cr
Expense ratio
0.10%

Return calculator

Monthly SIP
One time
Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
1 year₹60,000₹56,107
-6.49%
3 years₹1,80,000₹2,29,031
+27.24%

Holdings (51)

NameSectorInstrumentsAssets
Vedanta Ltd.Metals & MiningEquity4.44%
TVS Motor Company Ltd.AutomobileEquity3.78%
Hindustan Aeronautics Ltd.Capital GoodsEquity3.60%
Divi's Laboratories Ltd.HealthcareEquity3.52%
Bharat Petroleum Corporation Ltd.EnergyEquity3.22%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity3.12%
Britannia Industries Ltd.Consumer StaplesEquity3.08%
Varun Beverages Ltd.Consumer StaplesEquity2.90%
The Indian Hotels Company Ltd.ServicesEquity2.81%
Tata Power Company Ltd.EnergyEquity2.76%
Indian Oil Corporation Ltd.EnergyEquity2.69%
Adani Power Ltd.EnergyEquity2.44%
LTIMindtree Ltd.TechnologyEquity2.43%
Avenue Supermarts Ltd.ServicesEquity2.41%
Bank Of BarodaFinancialEquity2.38%
Samvardhana Motherson International Ltd.AutomobileEquity2.31%
Canara BankFinancialEquity2.26%
Power Finance Corporation Ltd.FinancialEquity2.24%
Info Edge (India) Ltd.ServicesEquity2.24%
Godrej Consumer Products Ltd.Consumer StaplesEquity2.13%
Bajaj Holdings & Investment Ltd.FinancialEquity2.12%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity2.06%
GAIL (India) Ltd.EnergyEquity2.01%
Pidilite Industries Ltd.ChemicalsEquity1.99%
REC Ltd.FinancialEquity1.93%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity1.93%
DLF Ltd.ConstructionEquity1.91%
United Spirits Ltd.Consumer StaplesEquity1.85%
Punjab National BankFinancialEquity1.84%
Torrent Pharmaceuticals Ltd.HealthcareEquity1.74%
Jindal Steel Ltd.Metals & MiningEquity1.70%
Havells India Ltd.Capital GoodsEquity1.56%
Adani Energy Solutions Ltd.EnergyEquity1.54%
Shree Cement Ltd.ConstructionEquity1.54%
Ambuja Cements Ltd.ConstructionEquity1.47%
Hyundai Motor India Ltd.AutomobileEquity1.42%
Adani Green Energy Ltd.Capital GoodsEquity1.35%
Bosch Ltd.AutomobileEquity1.35%
Lodha Developers Ltd.ConstructionEquity1.29%
Solar Industries India Ltd.ChemicalsEquity1.29%
ABB India Ltd.Capital GoodsEquity1.17%
Siemens Ltd.Capital GoodsEquity1.17%
Hindustan Zinc Ltd.Metals & MiningEquity1.15%
JSW Energy Ltd.Capital GoodsEquity1.12%
Zydus Lifesciences Ltd.HealthcareEquity0.99%
Siemens Energy India Ltd.EnergyEquity0.98%
Indian Railway Finance Corporation Ltd.FinancialEquity0.96%
Life Insurance Corporation of IndiaInsuranceEquity0.82%
Mazagon Dock Shipbuilders Ltd.Capital GoodsEquity0.82%
Bajaj Housing Finance Ltd.FinancialEquity0.38%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.03%
See All

Minimum investments

Min. for 1st investment
₹100
Min. for 2nd investment
₹100
Min. for SIP
₹100

Returns and rankings

Annualised returns
Absolute returns
Name6M1Y3YAll
Fund returns+0.1%+5.0%+18.0%+15.4%
Category average (Equity Large Cap)+1.3%+7.1%+15.1%--
Rank (Equity Large Cap)--9112--

Exit load, stamp duty and tax

Exit load

Nil

Stamp duty on investment: 0.005% (from July 1st, 2020)

from July 1st 2020

Tax implication

Returns are taxed at 20%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 12.5% on returns of Rs 1.25 lakh+ in a financial year.
Check past data

Compare similar funds

Fund management

DS
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

About Kotak Nifty Next 50 Index Fund Direct Growth

Kotak Nifty Next 50 Index Fund Direct Growth is a Equity Mutual Fund Scheme launched by Kotak Mahindra Mutual Fund. This scheme was made available to investors on 05 Aug 1994. Devender Singhal is the Current Fund Manager of Kotak Nifty Next 50 Index Fund Direct Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,69,913 Cr and the Latest NAV as of 09 Jan 2026 is ₹19.98. The Kotak Nifty Next 50 Index Fund Direct Growth is rated Very High risk. Minimum SIP Investment is set to ₹100. Minimum Lumpsum Investment is ₹100. ;

Investment Objective

The scheme seeks 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.
Fund benchmarkNIFTY Next 50 Total Return Index

Fund house

Rank (total assets)#5 in India
Total AUM₹5,69,913.46 Cr
Date of Incorporation05 Aug 1994
Phone022-61152100 / 1800-22-2626
E-mailNA
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
CustodianNA
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,