Kotak Nifty Next 50 Index Fund Growth

Kotak Nifty Next 50 Index Fund Growth

+18.28%
3Y annualised
+0.26% 1D
1M
6M
1Y
3Y
5Y
All
NAV: 05 Jun '26
₹20.01
Min. for SIP
₹100
Fund size (AUM)
₹1,066.56 Cr
Expense ratio
0.49%
Rating
4

Return calculator

Monthly investment
₹5,000
Over the pastTotal investmentWould've becomeHistoric returnsReturns
6 months₹30,000₹30,634
+2.11%
1 year₹60,000₹61,315
+2.19%
3 years₹1,80,000₹2,05,529
+14.18%
5 years₹3,00,000₹4,09,341
+36.45%

Holdings (56)

NameSectorInstrumentsAssets
Adani Power LtdEnergy & UtilitiesEquity3.74%
Tata Motors LtdIndustrialsEquity3.50%
Divi's Laboratories LtdHealthcareEquity3.37%
Hindustan Aeronautics LtdIndustrialsEquity3.36%
TVS Motor Company LtdConsumer DiscretionaryEquity3.35%
Tata Power Company LtdEnergy & UtilitiesEquity3.04%
Cummins India LtdIndustrialsEquity2.90%
Varun Beverages LtdConsumer StaplesEquity2.87%
Britannia Industries LtdConsumer StaplesEquity2.75%
Avenue Supermarts LtdConsumer StaplesEquity2.75%
Cholamandalam Investment & Finance Company LtdFinancialEquity2.73%
Power Finance Corporation LtdFinancialEquity2.66%
Bharat Petroleum Corporation LtdEnergy & UtilitiesEquity2.48%
CG Power & Industrial Solutions LtdIndustrialsEquity2.28%
The Indian Hotels Company LtdConsumer DiscretionaryEquity2.28%
HDFC Asset Management Company LtdFinancialEquity2.26%
Samvardhana Motherson International LtdConsumer DiscretionaryEquity2.19%
Indian Oil Corporation LtdEnergy & UtilitiesEquity2.17%
Bank Of BarodaFinancialEquity1.99%
Adani Transmission LtdEnergy & UtilitiesEquity1.90%
Vedanta LtdMaterialsEquity1.88%
Jindal Steel & Power LtdMaterialsEquity1.85%
Canara BankFinancialEquity1.85%
REC LtdFinancialEquity1.81%
Bajaj Holdings & Investment LtdFinancialEquity1.81%
GAIL (India) LtdEnergy & UtilitiesEquity1.80%
Torrent Pharmaceuticals LtdHealthcareEquity1.79%
Godrej Consumer Products LtdConsumer StaplesEquity1.75%
Pidilite Industries LtdMaterialsEquity1.74%
Adani Green Energy LtdEnergy & UtilitiesEquity1.68%
LTIMindtree LtdTechnologyEquity1.62%
United Spirits LtdConsumer StaplesEquity1.60%
ABB India LtdIndustrialsEquity1.55%
Punjab National BankFinancialEquity1.54%
DLF LtdReal EstateEquity1.54%
Solar Industries India LtdMaterialsEquity1.53%
Muthoot Finance LtdFinancialEquity1.50%
Siemens LtdDiversifiedEquity1.37%
Shree Cement LtdMaterialsEquity1.32%
Union Bank of IndiaFinancialEquity1.31%
Bosch LtdConsumer DiscretionaryEquity1.27%
Siemens Energy India LtdEnergy & UtilitiesEquity1.18%
Ambuja Cements LtdMaterialsEquity1.11%
Hyundai Motor India Ltd.Consumer DiscretionaryEquity1.06%
Hindustan Zinc LtdMaterialsEquity1.05%
Macrotech Developers LtdReal EstateEquity1.03%
Zydus Lifesciences LtdHealthcareEquity0.91%
Indian Railway Finance Corporation LtdFinancialEquity0.86%
Mazagon Dock Shipbuilders LtdIndustrialsEquity0.85%
VEDANTA ALUMINIUM LIMITED EQ NEW F.V. RS.2/-Energy & UtilitiesEquity0.83%
Vedanta Aluminium Metal Ltd.MaterialsEquity0.83%
Vedanta Iron And Steel Ltd.MaterialsEquity0.83%
Vedanta Power Ltd.IndustrialsEquity0.83%
RepoUnspecifiedRepo0.72%
TATA CAPITAL LIMITED EQFinancialEquity0.59%
Net PayablesUnspecifiedNet 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
Name1Y3Y5YAll
Fund returns+4.9%+18.3%+12.7%+14.2%
Category average (Equity Large Cap)+7.1%+15.1%+15.0%--
Rank (Equity Large Cap)231317--

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
-2.71%+13.45%51,690.28
ICICI Prudential Large Cap Fund Growth
ICICI Prudential Large Cap Fund Growth
-3.30%+13.38%75,650.43
DSP Large Cap Fund Growth
DSP Large Cap Fund Growth
-5.67%+12.58%7,192.01
Tata Large Cap Fund Growth
Tata Large Cap Fund Growth
-0.76%+11.20%2,687.58
HDFC Large Cap Fund Growth
HDFC Large Cap Fund Growth
-3.76%+10.76%38,121.27
Compare

Fund management

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

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. Jeetu Valechha Sonar is the Current Fund Manager of Kotak Nifty Next 50 Index Fund Growth fund. The fund currently has an Asset Under Management(AUM) of ₹5,91,225 Cr and the Latest NAV as of 05 Jun 2026 is ₹20.01. 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₹5,91,224.54 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,