Kotak Nifty Next 50 Index Fund Direct Growth
Get the latest NAV of Kotak Nifty Next 50 Index Fund Direct Growth. View historical returns compared to its benchmark and category average. Know which stocks and sectors the fund is investing in. Get an estimate of returns from the SIP and lump sum returns calculator. View detailed holding analysis and peer comparison. Get INDmoney ranking of the fund.
₹20.37
▲0.1%1D
NAV as on 13 Nov 2025
16.43%/per year
Since Inception
▲▼
34494 people have invested ₹ 7.1Cr in Kotak Nifty Next 50 Index Fund Direct Growth in the last three months
Peer comparison
Kotak Nifty Next 50 Index Fund Returns Calculator
Calculate SIP and lumpsum returns based on historical performance
Total Investment
0
Profit
Total Corpus
0
Kotak Nifty Next 50 Index Fund Asset Allocation
See fund asset allocation details as on (09-Nov-25)
Fund Distribution
as on (09-Nov-25)
Kotak Nifty Next 50 Index Fund Sector Allocation
See fund sector allocation details as on (09-Nov-25)
Sector Allocation
Top 3 Sectors in October were Financial Services, Basic Materials & Utilities
Financial Services
20%
Basic Materials
13%
Utilities
13%
Financial Services
20%
Basic Materials
13%
Utilities
13%
Kotak Nifty Next 50 Index Fund Holdings Details
as on (31-Oct-25)
Kotak Nifty Next 50 Index Fund Direct Growth Overview
Get key fund statistics, minimum investment details, AUM, expense ratio, exit load, and tax treatment.
| Expense ratio | 0.1% |
Benchmark | Nifty Next 50 TR INR |
| AUM | ₹809 Cr |
| Inception Date | 10 March, 2021 |
| Min Lumpsum/SIP | ₹100/₹100 |
| Exit Load | 0% |
| Lock In | No Lock-in |
TurnOver | 68.37% |
| Risk |   Very High Risk |
About Kotak Nifty Next 50 Index Fund
Kotak Nifty Next 50 Index Fund Direct Growth is an equity fund. This fund was started on 10 March, 2021. The fund is managed by Satish Dondapati, Devender Singhal. The fund could potentially beat inflation in the long-run.
Key Parameters
- Kotak Nifty Next 50 Index Fund Direct Growth has ₹809 Cr worth of assets under management (AUM) as on Nov 2025 and is more than category average.
- The fund has an expense ratio 0.1.
Returns
Kotak Nifty Next 50 Index Fund Direct Growth has given a CAGR return of 16.43% since inception. Over the last 1 and 3 years the fund has given a CAGR return of 4.90% and 17.83% respectively.
Holdings
Kotak Nifty Next 50 Index Fund Direct Growth has allocated its funds majorly in Cash Equivalent, Financial Services, Utilities, Corporate, Basic Materials, Consumer Defensive, Consumer Cyclical, Industrial, Health, Energy, Real Estate, Communication, Tech. Its top holdings are Hindustan Aeronautics Ltd Ordinary Shares, TVS Motor Co Ltd, Vedanta Ltd, Divi's Laboratories Ltd, Britannia Industries Ltd
Taxation
As it is a index funds mutual fund the taxation is as follows:For short term (less than a year) capital gains will be taxed at 20%For long term (more than 1 year) capital gains will be taxed at 12.5% without indexation benefitDividends will always be taxed at slab rate. Long term gains upto Rs 1 lakh are exempt capital gains tax.
Investment objective of Kotak Nifty Next 50 Index Fund Direct Growth
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
Minimum Investment and lockin period
Minimum investment for lump sum payment is INR 100.00 and for SIP is INR 100.00. Kotak Nifty Next 50 Index Fund Direct Growth has no lock in period.
Fund Manager
Satish Dondapati
Fund Manager of Kotak Nifty Next 50 Index Fund Direct Growth, since 10 March 2021
Devender Singhal
Fund Manager of Kotak Nifty Next 50 Index Fund Direct Growth, since 10 March 2021
- AUM of the fund stands at 762.2 Cr as of Oct'25
- AUM has remained same between Oct'25 and Sep'25
Frequently Asked Questions for Kotak Nifty Next 50 Index Fund Direct Growth
How do I invest in Kotak Nifty Next 50 Index Fund?
- Download the INDmoney app.
- Search for ‘Kotak Nifty Next 50 Index Fund’.
- Select whether you want to invest in SIP or lump sum.
- Enter the amount you wish to invest.
- Set up payments via bank mandate or UPI.