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Kotak Nifty Next 50 Index Fund Direct Growth
+18.84%
3Y annualised
+0.26% 1D
NAV: 05 Jun '26
₹20.54
Min. for SIP
₹100
Fund size (AUM)
₹1,066.56 Cr
Expense ratio
0.10%
Rating
4
Return calculator
Monthly investment
₹5,000
| Over the past | Total investment | Would've become | Historic returns | Returns |
|---|---|---|---|---|
| 6 months | ₹30,000 | ₹30,660 | +2.20% | |
| 1 year | ₹60,000 | ₹61,432 | +2.39% | |
| 3 years | ₹1,80,000 | ₹2,07,037 | +15.02% | |
| 5 years | ₹3,00,000 | ₹4,14,839 | +38.28% |
Holdings (56)
| Name | Sector | Instruments | Assets |
|---|---|---|---|
| Adani Power Ltd | Energy & Utilities | Equity | 3.74% |
| Tata Motors Ltd | Industrials | Equity | 3.50% |
| Divi's Laboratories Ltd | Healthcare | Equity | 3.37% |
| Hindustan Aeronautics Ltd | Industrials | Equity | 3.36% |
| TVS Motor Company Ltd | Consumer Discretionary | Equity | 3.35% |
| Tata Power Company Ltd | Energy & Utilities | Equity | 3.04% |
| Cummins India Ltd | Industrials | Equity | 2.90% |
| Varun Beverages Ltd | Consumer Staples | Equity | 2.87% |
| Britannia Industries Ltd | Consumer Staples | Equity | 2.75% |
| Avenue Supermarts Ltd | Consumer Staples | Equity | 2.75% |
| Cholamandalam Investment & Finance Company Ltd | Financial | Equity | 2.73% |
| Power Finance Corporation Ltd | Financial | Equity | 2.66% |
| Bharat Petroleum Corporation Ltd | Energy & Utilities | Equity | 2.48% |
| CG Power & Industrial Solutions Ltd | Industrials | Equity | 2.28% |
| The Indian Hotels Company Ltd | Consumer Discretionary | Equity | 2.28% |
| HDFC Asset Management Company Ltd | Financial | Equity | 2.26% |
| Samvardhana Motherson International Ltd | Consumer Discretionary | Equity | 2.19% |
| Indian Oil Corporation Ltd | Energy & Utilities | Equity | 2.17% |
| Bank Of Baroda | Financial | Equity | 1.99% |
| Adani Transmission Ltd | Energy & Utilities | Equity | 1.90% |
| Vedanta Ltd | Materials | Equity | 1.88% |
| Jindal Steel & Power Ltd | Materials | Equity | 1.85% |
| Canara Bank | Financial | Equity | 1.85% |
| REC Ltd | Financial | Equity | 1.81% |
| Bajaj Holdings & Investment Ltd | Financial | Equity | 1.81% |
| GAIL (India) Ltd | Energy & Utilities | Equity | 1.80% |
| Torrent Pharmaceuticals Ltd | Healthcare | Equity | 1.79% |
| Godrej Consumer Products Ltd | Consumer Staples | Equity | 1.75% |
| Pidilite Industries Ltd | Materials | Equity | 1.74% |
| Adani Green Energy Ltd | Energy & Utilities | Equity | 1.68% |
| LTIMindtree Ltd | Technology | Equity | 1.62% |
| United Spirits Ltd | Consumer Staples | Equity | 1.60% |
| ABB India Ltd | Industrials | Equity | 1.55% |
| Punjab National Bank | Financial | Equity | 1.54% |
| DLF Ltd | Real Estate | Equity | 1.54% |
| Solar Industries India Ltd | Materials | Equity | 1.53% |
| Muthoot Finance Ltd | Financial | Equity | 1.50% |
| Siemens Ltd | Diversified | Equity | 1.37% |
| Shree Cement Ltd | Materials | Equity | 1.32% |
| Union Bank of India | Financial | Equity | 1.31% |
| Bosch Ltd | Consumer Discretionary | Equity | 1.27% |
| Siemens Energy India Ltd | Energy & Utilities | Equity | 1.18% |
| Ambuja Cements Ltd | Materials | Equity | 1.11% |
| Hyundai Motor India Ltd. | Consumer Discretionary | Equity | 1.06% |
| Hindustan Zinc Ltd | Materials | Equity | 1.05% |
| Macrotech Developers Ltd | Real Estate | Equity | 1.03% |
| Zydus Lifesciences Ltd | Healthcare | Equity | 0.91% |
| Indian Railway Finance Corporation Ltd | Financial | Equity | 0.86% |
| Mazagon Dock Shipbuilders Ltd | Industrials | Equity | 0.85% |
| VEDANTA ALUMINIUM LIMITED EQ NEW F.V. RS.2/- | Energy & Utilities | Equity | 0.83% |
| Vedanta Aluminium Metal Ltd. | Materials | Equity | 0.83% |
| Vedanta Iron And Steel Ltd. | Materials | Equity | 0.83% |
| Vedanta Power Ltd. | Industrials | Equity | 0.83% |
| Repo | Unspecified | Repo | 0.72% |
| TATA CAPITAL LIMITED EQ | Financial | Equity | 0.59% |
| Net Payables | Unspecified | Net Payables | -1.36% |
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
| Name | 1Y | 3Y | 5Y | All |
|---|---|---|---|---|
| Fund returns | +5.3% | +18.8% | +13.3% | +14.7% |
| Category average (Equity Large Cap) | +7.1% | +15.1% | +15.0% | -- |
| Rank (Equity Large Cap) | 8 | 3 | 7 | -- |
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
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%.
Check past data
Compare similar funds
| Name | 1Y | 3Y | Fund Size(Cr) | |
|---|---|---|---|---|
 | +0.37% | +15.24% | 1,721.89 | |
 | -1.06% | +14.59% | 1,163.57 | |
 | -2.42% | +14.27% | 51,690.28 | |
 | -3.35% | +13.78% | 75,650.43 | |
 | -5.02% | +13.32% | 7,192.01 | |
| Compare | ||||
Fund management
JVSJeetu Valechha SonarMar 2026 - PresentView details
JVS
Jeetu Valechha Sonar
Mar 2026 - Present
View details
SDSatish DondapatiFeb 2021 - PresentView details
SD
Satish Dondapati
Feb 2021 - Present
View details
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. Jeetu Valechha Sonar 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 ₹5,91,225 Cr and the Latest NAV as of 05 Jun 2026 is ₹20.54.
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.
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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₹5,91,224.54 Cr
Date of Incorporation05 Aug 1994
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Websitewww.camsonline.com
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,