Kotak Nifty Next 50 Index Fund Regular Plan Idcw

Risk: Very High
₹ 21.40
NAV (Oct 11,2024)

The Kotak Nifty Next 50 Index Fund - Regular Plan - IDCW is a mutual fund that invests in the Nifty Next 50 Index. With an expense ratio of 0.83, it offers a cost-effective way to gain exposure to the top 50 Nifty stocks. The fund has a PE ratio of 56.86 and a PB ratio of 9.97, indicating its potential for growth. With a minimum investment of ₹100 and no lock-in period, it provides flexibility to investors. The fund was established on March 10, 2021, and currently has an asset under management of ₹142.41 crore.

Kotak Nifty Next 50 Index Fund Regular Plan Idcw Latest Trend

  • 1M
  • 2M
  • 3M

Kotak Nifty Next 50 Index Fund Regular Plan Idcw Latest Trend

Risk Ratios

  • P/E Ratio
    UM_URBAN_MONEY

    56.86
  • P/B Ratio
    UM_URBAN_MONEY

    9.97
  • Alpha
    UM_URBAN_MONEY

    -0.00
  • Beta
    UM_URBAN_MONEY

    1.00
  • Sharpe
    UM_URBAN_MONEY

    0.19
  • Sortino
    UM_URBAN_MONEY

    0.31

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 Oct 15, 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₹ 10,174.73 (1.75%)₹ 11,885.4 (18.85%)₹ 16,603.61 (66.04%)₹ 17,405.23 (74.05%)₹ -- (--)
₹ 30,000₹ 30,524.19 (1.75%)₹ 35,656.2 (18.85%)₹ 49,810.83 (66.04%)₹ 52,215.69 (74.05%)₹ -- (--)
₹ 50,000₹ 50,873.65 (1.75%)₹ 59,427 (18.85%)₹ 83,018.05 (66.04%)₹ 87,026.15 (74.05%)₹ -- (--)
₹ 80,000₹ 81,397.84 (1.75%)₹ 95,083.2 (18.85%)₹ 1,32,828.88 (66.04%)₹ 1,39,241.84 (74.05%)₹ -- (--)
₹ 1,00,000₹ 1,01,747.3 (1.75%)₹ 1,18,854 (18.85%)₹ 1,66,036.1 (66.04%)₹ 1,74,052.3 (74.05%)₹ -- (--)

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%

Groww Nifty Total Market Index Fund - Regular Plan - GrowthGroww Nifty Total Market Index Fund - Regular Plan - Growth

EQUITY

Very High

13.30%

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

EQUITY

Very High

12.12%

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

EQUITY

Very High

11.96%

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%

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

EQUITY

Very High

10.97%

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

EQUITY

Very High

10.93%

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)

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

EQUITY

Very High

44.50%

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

EQUITY

Very High

43.51%

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

EQUITY

Very High

28.05%

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

EQUITY

Very High

27.88%

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

EQUITY

Very High

26.28%

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

EQUITY

Very High

25.76%

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

EQUITY

Very High

24.72%

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

EQUITY

Very High

23.74%

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

EQUITY

Very High

23.72%

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

EQUITY

Very High

18.23%

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%

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

EQUITY

Very High

18.71%

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%

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

EQUITY

Very High

15.09%

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

EQUITY

Very High

14.86%

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

EQUITY

Very High

14.35%

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

EQUITY

Very High

12.46%

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)

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

EQUITY

Very High

18.23%

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

EQUITY

Very High

18.02%

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

EQUITY

Very High

18.02%

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

EQUITY

Very High

17.80%

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

EQUITY

Very High

17.06%

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

EQUITY

Very High

15.72%

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%

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

EQUITY

Very High

15.31%

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

EQUITY

Very High

14.97%

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 - IDCW

vs

Motilal Oswal Nifty Bank Index Fund - Regular Plan - Growth

Kotak Nifty Next 50 Index Fund - Regular Plan - IDCW

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Kotak Nifty Next 50 Index Fund - Regular Plan - IDCW

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Taurus Nifty 50 Index Fund - Regular Plan - Growth

Kotak Nifty Next 50 Index Fund - Regular Plan - IDCW

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Bandhan Nifty 50 Index Fund - Regular Plan - Growth

Kotak Nifty Next 50 Index Fund - Regular Plan - IDCW

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Groww Nifty Total Market Index Fund - Regular Plan - Growth

Kotak Nifty Next 50 Index Fund - Regular Plan - IDCW

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HDFC Index Fund - NIFTY 50 Plan - Growth

Kotak Nifty Next 50 Index Fund - Regular Plan - IDCW

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Zerodha Nifty LargeMidcap 250 Index Fund - Growth - Direct Plan

Kotak Nifty Next 50 Index Fund - Regular Plan - IDCW

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UTI Nifty 50 Index Fund - Regular Plan - IDCW

Kotak Nifty Next 50 Index Fund - Regular Plan - IDCW

vs

Franklin India NSE Nifty 50 Index Fund - Growth

Kotak Nifty Next 50 Index Fund - Regular Plan - IDCW

vs

Nippon India Index Fund - Nifty 50 Plan - Growth

FAQ's

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

The Kotak Nifty Next 50 Index Fund - Regular Plan - IDCW is a highly risky mutual fund.

What is the current NAV (Net Asset Value) of the Kotak Nifty Next 50 Index Fund - Regular Plan - IDCW as of Oct 11,2024?

The current NAV of the Kotak Nifty Next 50 Index Fund - Regular Plan - IDCW as of Oct 11,2024 is INR 21.40.

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

The Kotak Nifty Next 50 Index Fund - Regular Plan - IDCW has delivered impressive returns of 44.86% in the past year, $3yearret over a 3-year period, and $5yearret over a 5-year period.

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

The Kotak Nifty Next 50 Index Fund - Regular Plan - IDCW has a 0.83% expense ratio.

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

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

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

Yes, SIP is available for Kotak Nifty Next 50 Index Fund - Regular Plan - IDCW with a minimum monthly investment of INR 100.

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