Kotak Nifty Next 50 Index Fund Growth Return

  • 1M
  • 3M
  • 6M
  • 1Y
  • 3Y
  • 5Y
This Fund:
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Showing Funds Performance since Sep 07, 2020

Kotak Nifty Next 50 Index Fund Growth Fund Overview

Min. investment

SIP ₹100 & Lump. ₹100

AUM (Fund size)

₹1,289 Cr

Lock In Period

N/A

Expense Ratio

0.64

Exit Load

Nil

Benchmark

Nifty Next 50 Total Return

Kotak Nifty Next 50 Index Fund Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-6.23-2.2012.64
6M-5.44-0.4521.70
1Y-2.721.2840.37
3Y14.879.78179.43

Portfolio Analysis

  • Equity: 100.63%
  • Debt: -0.63%
  • Others
As on: 2026-09-30
View allocation % by

1. Divis Laboratories Ltd.4.87%
2. TORRENT PHARMACEUTICALS LTD.2.91%
3. Zydus Lifesciences Ltd.1.19%

1. ADANI POWER LTD3.50%
2. Tata Power Company Ltd.2.48%
3. Adani Green Energy Ltd.1.77%

1. BANK OF BARODA1.76%
2. CANARA BANK1.65%
3. PUNJAB NATIONAL BANK1.60%
4. UNION BANK OF INDIA1.36%

1. CG Power and Industrial Solutions Ltd.2.41%
2. ABB India Ltd.1.47%
3. SIEMENS ENERGY INDIA LTD1.17%

1. BHARAT PETROLEUM CORPORATION LTD.2.51%
2. INDIAN OIL CORPORATION LTD.2.08%

1. CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.2.90%
2. MUTHOOT FINANCE LTD.1.21%

1. TVS Motor Company Ltd.3.97%

1. Hindustan Aeronautics Ltd.3.65%

1. TML COMMERCIAL VEHICLES LIMITED3.63%

1. Wipro Ltd.1.77%
2. Larsen & Toubro Infotech Ltd1.55%

1. SAMVARDHANA MOTHERSON INTERNATIONAL LTD2.97%

1. VEDANTA ALUMINIUM METAL LTD2.88%

1. Power Finance Corporation Ltd.1.95%
2. INDIAN RAILWAY FINANCE CORPORATION LTD.0.73%

1. Cummins India Ltd.2.65%

1. Avenue Supermarts Ltd2.53%

1. Varun Beverages Limited2.43%

1. Britannia Industries Ltd.2.34%

1. Solar Industries India Limited1.98%

1. Bajaj Holdings and Investment Ltd1.93%

1. HDFC ASSET MANAGEMENT COMPANY LTD.1.92%

1. GAIL (India) Ltd.1.90%

1. Pidilite Industries Ltd.1.88%

1. VEDANTA LTD.1.88%

1. DLF LIMITED1.78%

1. polycab India Limited1.77%

1. ADANI ENERGY SOLUTIONS LTD.1.77%

1. Jindal Steel & Power Ltd1.73%

1. Bosch Limited1.68%

1. HITACHI ENERGY INDIA LTD.1.61%

1. Vodafone Idea Ltd1.47%

1. GODREJ CONSUMER PRODUCTS LTD.1.41%

1. Siemens Ltd.1.36%

1. HYUNDAI MOTORS INDIA LTD1.19%

1. Hindustan Zinc Ltd.1.12%
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About Fund Kotak Nifty Next 50 Index Fund Growth

Kotak Nifty Next 50 Index Fund Growth managed by Kotak Mahindra Mutual Fund,is a Equity - Index Fundscheme with Assets Under Management of ₹1,289 Crore. The fund benchmarks its performance against the Nifty Next 50 Total Return while maintaining an expense ratio of 0.64. Under the expert guidance of Jeetu Valechha Sonar ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Jeetu Valechha Sonar

Mr. Jeetu Valechha Sonar holds B.com. He has more than 11 years experience in Commodity and Equity dealing and advisory. Prior to joining Kotak AMC Limited, he has worked as institutional dealer with Kotak Securities Ltd. and is part of Kotak Group since 2014.

Peer Comparison

Kotak Nifty Next 50 Index Fund Growth FAQs

Kotak Nifty Next 50 Index Fund Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Kotak Nifty Next 50 Index Fund Growth is 0.64. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Kotak Nifty Next 50 Index Fund Growth’s fund performance is as follows:
  • 1 Month : -6.23%
  • 6 Months : -5.44%
  • 1 Year : -2.72%
  • 3 Years : 14.87%
Returns of Kotak Nifty Next 50 Index Fund Growth are updated daily based on NAV of ₹ 18.8026 as on Oct 23,2026. Since inception, the return has been 51.57%.

You can invest in Kotak Nifty Next 50 Index Fund Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Kotak Nifty Next 50 Index Fund Growth is ₹1,289 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Kotak Nifty Next 50 Index Fund Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.
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