Kotak Nifty Next 50 Index Fund Growth

Kotak Nifty Next 50 Index Fund Growth

Equity
Large Cap
Very High Risk
+21.80%
3Y annualised
+0.64% 1D
1M
6M
1Y
3Y
All
NAV: 20 Feb '26
₹19.78
Min. for SIP
Not Supported
Fund size
₹893.66 Cr
Expense ratio
0.49%

Holdings (51)

NameSectorInstrumentsAssets
Vedanta Ltd.Metals & MiningEquity5.10%
Hindustan Aeronautics Ltd.Capital GoodsEquity3.86%
TVS Motor Company Ltd.AutomobileEquity3.81%
Divi's Laboratories Ltd.HealthcareEquity3.39%
Bharat Petroleum Corporation Ltd.EnergyEquity3.12%
Britannia Industries Ltd.Consumer StaplesEquity3.05%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity3.04%
Varun Beverages Ltd.Consumer StaplesEquity2.84%
Tata Power Company Ltd.EnergyEquity2.71%
Indian Oil Corporation Ltd.EnergyEquity2.69%
The Indian Hotels Company Ltd.ServicesEquity2.61%
Bank Of BarodaFinancialEquity2.45%
Power Finance Corporation Ltd.FinancialEquity2.44%
LTIMindtree Ltd.TechnologyEquity2.44%
Avenue Supermarts Ltd.ServicesEquity2.39%
Adani Power Ltd.EnergyEquity2.36%
Samvardhana Motherson International Ltd.AutomobileEquity2.21%
Canara BankFinancialEquity2.19%
Info Edge (India) Ltd.ServicesEquity2.14%
Bajaj Holdings & Investment Ltd.FinancialEquity2.06%
Godrej Consumer Products Ltd.Consumer StaplesEquity2.05%
REC Ltd.FinancialEquity2.00%
GAIL (India) Ltd.EnergyEquity1.99%
Pidilite Industries Ltd.ChemicalsEquity1.96%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.94%
Punjab National BankFinancialEquity1.90%
Jindal Steel Ltd.Metals & MiningEquity1.87%
Torrent Pharmaceuticals Ltd.HealthcareEquity1.83%
DLF Ltd.ConstructionEquity1.80%
United Spirits Ltd.Consumer StaplesEquity1.78%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity1.77%
Shree Cement Ltd.ConstructionEquity1.59%
Solar Industries India Ltd.ChemicalsEquity1.45%
Havells India Ltd.Capital GoodsEquity1.43%
Bosch Ltd.AutomobileEquity1.40%
Hyundai Motor India Ltd.AutomobileEquity1.38%
Ambuja Cements Ltd.ConstructionEquity1.37%
Adani Energy Solutions Ltd.EnergyEquity1.37%
ABB India Ltd.Capital GoodsEquity1.29%
Siemens Ltd.Capital GoodsEquity1.21%
Lodha Developers Ltd.ConstructionEquity1.21%
Hindustan Zinc Ltd.Metals & MiningEquity1.20%
Adani Green Energy Ltd.Capital GoodsEquity1.15%
JSW Energy Ltd.Capital GoodsEquity1.09%
Zydus Lifesciences Ltd.HealthcareEquity0.98%
Siemens Energy India Ltd.EnergyEquity0.97%
Indian Railway Finance Corporation Ltd.FinancialEquity0.95%
Mazagon Dock Shipbuilders Ltd.Capital GoodsEquity0.86%
Life Insurance Corporation of IndiaInsuranceEquity0.81%
Bajaj Housing Finance Ltd.FinancialEquity0.38%
TVS Motor Company Ltd - Pref. SharesAutomobilePref. Shares0.03%
See All

Minimum investments

Min. for 1st investment
Not Supported
Min. for 2nd investment
Not Supported
Min. for SIP
Not Supported

Returns and rankings

Annualised returns
Absolute returns
Name6M1Y3YAll
Fund returns+1.8%+13.9%+21.8%+14.8%
Category average (Equity Large Cap)+1.3%+7.1%+15.1%--
Rank (Equity Large Cap)--3418--

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

Name1Y3YFund Size(Cr)
Nippon India Large Cap Fund Growth
Nippon India Large Cap Fund Growth
+14.41%+19.08%50,106.61
ICICI Prudential Large Cap Fund Growth
ICICI Prudential Large Cap Fund Growth
+13.29%+17.96%76,645.56
DSP Large Cap Fund Growth
DSP Large Cap Fund Growth
+9.84%+17.77%7,162.86
WhiteOak Capital Large Cap Fund Growth
WhiteOak Capital Large Cap Fund Growth
+13.24%+17.65%1,142.03
HDFC Large Cap Fund Growth
HDFC Large Cap Fund Growth
+10.71%+15.85%39,620.90
Compare

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

SD
Satish Dondapati
Feb 2021 - Present
View details

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.
Also manages these schemes

About Kotak Nifty Next 50 Index Fund Growth

Kotak Nifty Next 50 Index Fund 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 Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,78,989 Cr and the Latest NAV as of 20 Feb 2026 is ₹19.78. The Kotak Nifty Next 50 Index Fund Growth is rated Very High risk. Minimum SIP Investment is set to ₹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₹5,78,989.20 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,