Kotak Nifty Next 50 Index Fund Growth

Kotak Nifty Next 50 Index Fund Growth

+17.82%
3Y annualised
+0.07% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 02 Apr '26
₹17.67
Min. for SIP
₹100
Fund size (AUM)
₹941.48 Cr
Expense ratio
0.49%
Rating
4

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
3 months₹15,000₹15,056
+0.37%
6 months₹30,000₹28,647
-4.51%
1 year₹60,000₹55,982
-6.70%
3 years₹1,80,000₹2,27,160
+26.20%

Holdings (51)

NameSectorInstrumentsAssets
Vedanta Ltd.Metals & MiningEquity5.23%
TVS Motor Company Ltd.AutomobileEquity3.90%
Divi's Laboratories Ltd.HealthcareEquity3.50%
Bharat Petroleum Corporation Ltd.EnergyEquity3.21%
Hindustan Aeronautics Ltd.Capital GoodsEquity3.19%
Cholamandalam Investment and Finance Company Ltd.FinancialEquity3.14%
Britannia Industries Ltd.Consumer StaplesEquity3.04%
Indian Oil Corporation Ltd.EnergyEquity3.01%
Tata Power Company Ltd.EnergyEquity2.72%
Varun Beverages Ltd.Consumer StaplesEquity2.65%
Power Finance Corporation Ltd.FinancialEquity2.59%
Bank Of BarodaFinancialEquity2.57%
Samvardhana Motherson International Ltd.AutomobileEquity2.54%
The Indian Hotels Company Ltd.ServicesEquity2.52%
Avenue Supermarts Ltd.ServicesEquity2.43%
Adani Power Ltd.EnergyEquity2.37%
Canara BankFinancialEquity2.28%
CG Power and Industrial Solutions Ltd.Capital GoodsEquity2.14%
Godrej Consumer Products Ltd.Consumer StaplesEquity2.10%
Bajaj Holdings & Investment Ltd.FinancialEquity2.01%
Jindal Steel Ltd.Metals & MiningEquity2.00%
Pidilite Industries Ltd.ChemicalsEquity1.99%
ICICI Lombard General Insurance Company Ltd.InsuranceEquity1.98%
GAIL (India) Ltd.EnergyEquity1.96%
Torrent Pharmaceuticals Ltd.HealthcareEquity1.95%
Punjab National BankFinancialEquity1.92%
REC Ltd.FinancialEquity1.88%
LTIMindtree Ltd.TechnologyEquity1.78%
United Spirits Ltd.Consumer StaplesEquity1.75%
Info Edge (India) Ltd.ServicesEquity1.72%
DLF Ltd.ConstructionEquity1.66%
Adani Energy Solutions Ltd.EnergyEquity1.51%
Havells India Ltd.Capital GoodsEquity1.51%
Shree Cement Ltd.ConstructionEquity1.50%
Solar Industries India Ltd.ChemicalsEquity1.41%
ABB India Ltd.Capital GoodsEquity1.37%
Bosch Ltd.AutomobileEquity1.36%
Hyundai Motor India Ltd.AutomobileEquity1.33%
Ambuja Cements Ltd.ConstructionEquity1.31%
Siemens Ltd.Capital GoodsEquity1.30%
Adani Green Energy Ltd.Capital GoodsEquity1.25%
Lodha Developers Ltd.ConstructionEquity1.19%
JSW Energy Ltd.Capital GoodsEquity1.12%
Hindustan Zinc Ltd.Metals & MiningEquity1.12%
Siemens Energy India Ltd.EnergyEquity1.11%
Zydus Lifesciences Ltd.HealthcareEquity0.99%
Life Insurance Corporation of IndiaInsuranceEquity0.81%
Indian Railway Finance Corporation Ltd.FinancialEquity0.79%
Mazagon Dock Shipbuilders Ltd.Capital GoodsEquity0.73%
Bajaj Housing Finance Ltd.FinancialEquity0.35%
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
Name1Y3Y5YAll
Fund returns-1.5%+17.8%+12.4%+11.9%
Category average (Equity Large Cap)+7.1%+15.1%+15.0%--
Rank (Equity Large Cap)361010--

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

Name1Y3YFund Size(Cr)
Nippon India Large Cap Fund Growth
Nippon India Large Cap Fund Growth
+0.05%+15.41%51,403.80
ICICI Prudential Large Cap Fund Growth
ICICI Prudential Large Cap Fund Growth
-0.35%+14.41%77,451.59
DSP Large Cap Fund Growth
DSP Large Cap Fund Growth
-4.00%+14.35%7,269.64
WhiteOak Capital Large Cap Fund Growth
WhiteOak Capital Large Cap Fund Growth
-0.56%+14.29%1,148.98
HDFC Large Cap Fund Growth
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Fund management

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

JVS
Jeetu Valechha Sonar
Mar 2026 - Present
View details

Education
Mr. Sonar is a Post Graduate Diploma in Management in Finance management
Experience
Prior to joining Kotak AMC Limited, he has worked as institutional dealer with Kotak Securities Ltd. and is part of Kotak Group since 2014.
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. Satish Dondapati is the Current Fund Manager of Kotak Nifty Next 50 Index Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,95,414 Cr and the Latest NAV as of 02 Apr 2026 is ₹17.67. The Kotak Nifty Next 50 Index Fund 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₹5,95,413.81 Cr
Date of Incorporation05 Aug 1994
Phone022-61152100 / 1800-22-2626
E-mail--
Launch Date05 Aug 1994
AddressThe Capital Building, Behind ICICI Bank, G Block BKC, Bandra Kurla ComplexBandra (E) Mumbai 400051
Custodian--
Registrar & Transfer AgentCams
Address7th Floor, Tower II, Rayala Towers, 158, Anna Salai,