Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
Fund House: Kotak Mahindra Mutual Fund| Category: Index Fund |
| Launch Date: 03-03-2021 |
| Asset Class: Equity |
| Benchmark: NIFTY Next 50 TRI |
| TER: 0.57% As on (31-10-2025) |
| Status: Open Ended Schemes |
| Minimum Investment: 100.0 |
| Minimum Topup: 100.0 |
| Total Assets: 809.18 Cr As on 31-10-2025(Source:AMFI) |
| Turn over: 32.68% | Exit Load: Nil |
19.6883
0.02 (0.096%)
16.23%
Benchmark: 20.44%
PERFORMANCE
Returns Type:
of :
Start :
End :
Period:
This Scheme
-
vs
NIFTY Next 50 TRI
-
Gold
-
PPF
-
Returns Type:
of :
Period:
Start :
Period:
Fund Multiplier
Time it would have taken to make your money double (2x), quadruple (4x) and quintuple (5x)
Time Taken To Multiply
2x
4x
5x
10x
FUND
3 Years 3 Months
There is no value for 4x
There is no value for 5x
There is no value for 10x
FD
11 years 10 Months
GOLD
8 years 9 Months
NIFTY
5 years 5 Months
Investment Objective
The investment objective of the scheme is 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. However, there is no assurance that the objective of the scheme will be realized.
Current Asset Allocation (%)
Indicators
| Standard Deviation | 16.66 |
| Sharpe Ratio | 0.94 |
| Alpha | 3.77 |
| Beta | 1.14 |
| Yield to Maturity | - |
| Average Maturity | - |
PEER COMPARISON
Scheme Characteristics
Minimum investment in securities of a particular index (which is being replicated/ tracked) - 95% of total assets.
Riskometer
PORTFOLIO
Market Cap Distribution
Small Cap
2.66%
Others
-0.1%
Large Cap
90.8%
Mid Cap
6.64%
