Kotak Nifty Next 50 Index Fund Regular Plan Growth

Risk: Very High
₹ 20.51
NAV (Jul 25,2024)

Introducing the Kotak Nifty Next 50 Index Fund - Regular Plan - Growth, a smart investment option for those looking to grow their wealth. With a low expense ratio of 0.83, this fund offers a potentially high return with a PE ratio of 56.87 and PB ratio of 9.97. The fund was established on March 10, 2021, and requires a minimum investment of INR 100. Invest in this fund and start your journey towards financial success.

Kotak Nifty Next 50 Index Fund Regular Plan Growth Latest Trend

  • 1M
  • 2M
  • 3M

Kotak Nifty Next 50 Index Fund Regular Plan Growth Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    56.87
  • P/B Ratio
    UM_URBAN_MONEY

    9.97
  • Alpha
    UM_URBAN_MONEY

    -0.00
  • Beta
    UM_URBAN_MONEY

    1.00
  • Sharpe
    UM_URBAN_MONEY

    0.18
  • Sortino
    UM_URBAN_MONEY

    0.30

Fund Overview

Expense ratio
UM_URBAN_MONEY

0.83%

Exit Load
UM_URBAN_MONEY

0%

Lock-in
UM_URBAN_MONEY

No Lock-in

AUM (Fund Size)
UM_URBAN_MONEY

₹ 142.41 Cr

Index
UM_URBAN_MONEY

Min. Investment
UM_URBAN_MONEY

SIP ₹100.00

Scheme Riskometer

Investors understand that their principal will be at
Very High

Investment Return Calculator

as on Jul 27, 2024

Total Invested Amount

3 Months Absolute Return (In %)

6 Months Absolute Return (In %)

1 Year Absolute Return (In %)

3 Year Absolute Return (In %)

5 Year Absolute Return (In %)

₹ 10,000₹ 11,327.62 (13.28%)₹ 13,280.79 (32.81%)₹ 16,199.33 (61.99%)₹ 18,425.28 (84.25%)₹ -- (--)
₹ 30,000₹ 33,982.86 (13.28%)₹ 39,842.37 (32.81%)₹ 48,597.99 (61.99%)₹ 55,275.84 (84.25%)₹ -- (--)
₹ 50,000₹ 56,638.1 (13.28%)₹ 66,403.95 (32.81%)₹ 80,996.65 (61.99%)₹ 92,126.4 (84.25%)₹ -- (--)
₹ 80,000₹ 90,620.96 (13.28%)₹ 1,06,246.32 (32.81%)₹ 1,29,594.64 (61.99%)₹ 1,47,402.24 (84.25%)₹ -- (--)
₹ 1,00,000₹ 1,13,276.2 (13.28%)₹ 1,32,807.9 (32.81%)₹ 1,61,993.3 (61.99%)₹ 1,84,252.8 (84.25%)₹ -- (--)

Calculate Your Mutual Fund Returns

₹
  • ₹ 500
  • ₹ 1 Lac
Years
  • 1
  • 30
%
  • 1
  • 30
₹

Total investment

+
₹

Profit

YearInvested Amount(₹)Wealth Gained(₹)Expected Amount(₹)

Fund Portfolio Allocation

  • Holdings
  • Sectors

Name

Assets

  • Trent Ltd4.19%
  • Bharat Electronics Ltd4.10%
  • SHRIRAM FINANCE LIMITED3.55%
  • Tata Power Company Ltd3.50%
  • Hindustan Aeronautics Ltd3.27%
  • CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD3.16%
  • Indian Oil Corporation Ltd2.97%
  • TVS Motor Company Ltd2.93%
  • DLF Limited2.91%
  • GAIL India Ltd2.72%
  • BANK OF BARODA2.68%
  • Godrej Consumer Products Ltd2.66%
  • Inter Globe Aviation Ltd2.64%
  • Pidilite Industries Ltd2.58%
  • Info Edge India Ltd2.48%
  • AMBUJA CEMENTS LTD2.38%
  • Shree Cement Ltd2.38%
  • ICICI Lombard General Insurance Company Ltd2.26%
  • SRF Ltd2.24%
  • Siemens Ltd2.23%
  • Vedanta Ltd2.15%
  • Havells India Ltd2.13%
  • Colgate Palmolive India Ltd2.10%
  • Dabur India Ltd2.03%
  • United Spirits Ltd2.02%
  • CANARA BANK1.83%
  • PUNJAB NATIONAL BANK1.77%
  • MARICO LTD1.77%
  • P I Industries Ltd1.76%
  • Jindal Steel & Power Ltd1.71%
  • Zomato Ltd1.70%
  • Indian Railway Catering And Tourism Corporation Lt1.68%
  • Avenue Supermarts Ltd1.58%
  • ABB India Ltd1.54%
  • Varun Beverages Limited1.54%
  • Adani Green Energy Ltd1.50%
  • SAMVARDHANA MOTHERSON INTERNATIONAL LTD1.50%
  • SBI Cards & Payment Services Pvt Ltd1.39%
  • Torrent Pharmaceuticals Ltd1.31%
  • ICICI Prudential Life Insurance Co Ltd1.29%
  • Bosch Limited1.18%
  • Zydus Lifesciences Ltd1.08%
  • Berger Paints India Ltd1.05%
  • MUTHOOT FINANCE LTD1.00%
  • Bajaj Holdings and Investment Ltd0.86%
  • Adani Transmission Ltd0.81%
  • Adani Total Gas Ltd0.70%
  • Life Insurance Corporation Of India0.54%
  • Procter & Gamble Hygiene and Health Care Ltd0.42%
  • Triparty Repo0.21%
  • ADANI WILMAR LTD0.14%
  • Net Current Assets Liabilities-0.12%

Holdings Analysis

Peer Comparison

Pick your choice with our quick comparitive analysis

  • 6M
  • 1Y
  • 3Y
  • 5Y
Mutual Fund SchemesCategoryRiskAbsolute Return (6M)

LIC MF Nifty Next 50 Index Fund - GrowthLIC MF Nifty Next 50 Index Fund - Growth

EQUITY

Very High

24.82%

HSBC Nifty Next 50 Index Fund - Regular Plan - GrowthHSBC Nifty Next 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

22.33%

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

15.80%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

12.12%

Franklin India NSE Nifty 50 Index Fund - GrowthFranklin India NSE Nifty 50 Index Fund - Growth

EQUITY

Very High

12.06%

Axis Nifty 100 Index Fund - Regular Plan - GrowthAxis Nifty 100 Index Fund - Regular Plan - Growth

EQUITY

Very High

11.98%

Taurus Nifty 50 Index Fund - Regular Plan - GrowthTaurus Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

11.52%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

11.28%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

10.22%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

10.12%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

41.85%

Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - GrowthEdelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth

EQUITY

Very High

36.73%

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

35.46%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

26.28%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

25.98%

Axis Nifty 100 Index Fund - Regular Plan - GrowthAxis Nifty 100 Index Fund - Regular Plan - Growth

EQUITY

Very High

25.76%

Navi Nifty 50 Index Fund - Regular Plan - GrowthNavi Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

24.96%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

24.91%

Franklin India NSE Nifty 50 Index Fund - GrowthFranklin India NSE Nifty 50 Index Fund - Growth

EQUITY

Very High

24.41%

Motilal Oswal Nifty Bank Index Fund - Regular Plan - GrowthMotilal Oswal Nifty Bank Index Fund - Regular Plan - Growth

EQUITY

Very High

12.85%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

DSP Nifty 50 Equal Weight Index Fund - Regular Plan - GrowthDSP Nifty 50 Equal Weight Index Fund - Regular Plan - Growth

EQUITY

Very High

21.91%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

19.51%

UTI Nifty 50 Index Fund - Regular Plan - IDCWUTI Nifty 50 Index Fund - Regular Plan - IDCW

EQUITY

Very High

15.93%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.62%

Edelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - GrowthEdelweiss MSCI India Domestic & World Healthcare 45 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.42%

Axis Nifty 100 Index Fund - Regular Plan - GrowthAxis Nifty 100 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.35%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

15.09%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

14.59%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

14.42%

Motilal Oswal Nifty Bank Index Fund - Regular Plan - GrowthMotilal Oswal Nifty Bank Index Fund - Regular Plan - Growth

EQUITY

Very High

9.88%

Mutual Fund SchemesCategoryRiskAbsolute Return (6Y)

SBI Nifty Index Fund - Regular Plan - GrowthSBI Nifty Index Fund - Regular Plan - Growth

EQUITY

Very High

17.10%

Sundaram Nifty 100 Equal Weight Fund - GrowthSundaram Nifty 100 Equal Weight Fund - Growth

EQUITY

Very High

17.06%

HDFC Index Fund - NIFTY 50 Plan - GrowthHDFC Index Fund - NIFTY 50 Plan - Growth

EQUITY

Very High

15.65%

Bandhan Nifty 50 Index Fund - Regular Plan - GrowthBandhan Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.57%

Aditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - GrowthAditya Birla Sun Life Nifty 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

15.41%

Franklin India NSE Nifty 50 Index Fund - GrowthFranklin India NSE Nifty 50 Index Fund - Growth

EQUITY

Very High

15.11%

ICICI Prudential Nifty 50 Index Fund - CumulativeICICI Prudential Nifty 50 Index Fund - Cumulative

EQUITY

Very High

14.97%

Nippon India Index Fund - Nifty 50 Plan - GrowthNippon India Index Fund - Nifty 50 Plan - Growth

EQUITY

Very High

14.86%

Tata NIFTY 50 Index Fund - Regular Plan - GrowthTata NIFTY 50 Index Fund - Regular Plan - Growth

EQUITY

Very High

14.76%

IDBI Nifty 50 Index Fund - GrowthIDBI Nifty 50 Index Fund - Growth

EQUITY

Very High

11.74%

Show all Funds

Fund Managers

DS

Mr. Devender SinghalFund Manager

SD

Mr. Satish DondapatiFund Manager

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Compare with similar Funds

Kotak Nifty Next 50 Index Fund - Regular Plan - Growth

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ICICI Prudential Nifty 50 Index Fund - Cumulative

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Franklin India NSE Nifty 50 Index Fund - Growth

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FAQ's

What is the risk level associated with the Kotak Nifty Next 50 Index Fund - Regular Plan - Growth?

The Kotak Nifty Next 50 Index Fund - Regular Plan - Growth is a high-risk mutual fund that aims to track the performance of the Nifty Next 50 index. It is recommended for investors seeking aggressive growth opportunities.

What is the current NAV (Net Asset Value) of the Kotak Nifty Next 50 Index Fund - Regular Plan - Growth as of Jul 25,2024?

The current NAV of the Kotak Nifty Next 50 Index Fund - Regular Plan - Growth as of Jul 25,2024 is INR 20.51.

What are the returns generated by the Kotak Nifty Next 50 Index Fund - Regular Plan - Growth over the past 1, 3, and 5 years?

The Kotak Nifty Next 50 Index Fund - Regular Plan - Growth has delivered returns of 43.40% in the last year, $3yearret over the past 3 years, and $5yearret over the past 5 years.

What is the expense ratio associated with the Kotak Nifty Next 50 Index Fund - Regular Plan - Growth?

The expense ratio for the Kotak Nifty Next 50 Index Fund - Regular Plan - Growth is 0.83%.

What is the minimum investment amount required for the Kotak Nifty Next 50 Index Fund - Regular Plan - Growth?

The minimum investment amount for the Kotak Nifty Next 50 Index Fund - Regular Plan - Growth is INR 100.

Is there a systematic investment plan (SIP) available for the Kotak Nifty Next 50 Index Fund - Regular Plan - Growth?

Yes, the Kotak Nifty Next 50 Index Fund - Regular Plan - Growth offers SIP starting from INR 100 per month.

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