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Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option

Fund House:
Kotak Mahindra Mutual Fund
Category:
Index Fund
Status:
Open Ended Schemes
Launch Date:
03-03-2021
ISIN Number:
INF174KA1FX3
Minimum Investment:
100
Minimum SIP:
1000
Total Assets: (29-11-2024):
371.35
Nav (20-12-2024)
19.5092
CAGR Since Inception:
20.38
Benchmark:
NIFTY Next 50 TRI
Expense Ratio (30-11-2024)::
0.6 %
Risko-Meter:
Very High
Exit Load:
Nil
Asset Class
Equity
Peer Camparision
Scheme Name 1Y(%) 2Y(%) 3Y(%) 5Y(%) 10Y(%)
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option 34.75 25.56 19.65 0 0
Motilal Oswal Nifty Microcap 250 Index Fund- Regular- Growth Option 39.2 0 0 0 0
ICICI Prudential Nifty Pharma Index Fund - Growth 38.52 32.15 0 0 0
Edelweiss Nifty Midcap150 Momentum 50 Index Fund - Regular Plan - Growth 36.03 39.46 0 0 0
ICICI Prudential Nifty Next 50 Index Fund - Growth 35 25.81 19.57 19.12 14.22
DSP Nifty Next 50 Index Fund - Regular Plan - Growth 34.83 25.91 19.77 19.27 0
UTI Nifty Next 50 Index Fund - Regular Plan - Growth Option 34.79 25.65 19.49 19.22 0
SBI Nifty Next 50 Index Fund - Regular Plan - Growth 34.75 25.63 19.45 0 0
HDFC NIFTY Next 50 Index Fund - Growth Option 34.72 25.53 19.26 0 0
Tata Nifty Midcap 150 Momentum 50 Index Fund - Growth - Regular Plan 34.66 38.01 0 0 0
Fund Manager
Devender Singhal, Satish Dondapati:
Scheme 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.:
Riskometer : Very High
Risko-meter
Return Analysis
Based On Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option NIFTY 100 Equal Weight TRI Index Fund
CAGR since inception 20.38% 18.79% 11.06%
1 Year 34.75% 22.23% 16.03%
3 Year 19.65% 18.09% 15.06%
5 Year 0.00% 19.75% 16.18%
10 Year 0.00% 13.31% 11.71%
Nav / Index Value as on2024-12-22 371.35% 0.00% 0.00%

PORTFOLIO

Sector Allocation
Cash & Cash Equivalents 0.24
Equity 99.85
Company Holding
DIVIS LABORATORIES LIMITED 4.15
VEDANTA LIMITED 4.07
INTERGLOBE AVIATION LIMITED 4.01
POWER FINANCE CORPORATION LTD. 3.82
THE TATA POWER COMPANY LIMITED 3.7
SIEMENS LIMITED 3.54
REC LIMITED 3.52
INFO EDGE INDIA LIMITED 3.41
TVS MOTOR COMPANY LIMITED 3.03
LTIMINDTREE LIMITED 3.02
FAQ's of Kotak Nifty Next 50 Index Fund - Regular Plan - Growth Option
How do I use the SIP Calculator to calculate Kotak Mahindra Mutual Fund ?

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