Kotak Nifty Next 50 Index Fund - Direct - Growth
Other Scheme by Kotak Mahindra Asset Management Company Limited.
3Y Returns (CAGR)
16.82%
Expense Ratio
0.10%
as of 01/03/2026
AUM
₹910.71 Cr
Qtr End: Jun 26
NAV
₹20.253
as of 16/10/2026
3Y Returns (CAGR)
16.82%
Expense Ratio
0.10%
as of 01/03/2026
AUM
₹910.71 Cr
Qtr End: Jun 26
NAV
₹20.253
as of 16/10/2026
Historical Performance
Investment growth and SIP performance over time.
Performance Metrics
Returns, CAGR, and Volatility.
| Period | Returns | CAGR | Volatility |
|---|---|---|---|
| 3M | -4.15% | -15.58% | 13.68% |
| 6M | -2.03% | -4.01% | 15.07% |
| 1Y | -0.42% | -0.42% | 17.88% |
| 3Y | 59.44% | 16.82% | 18.72% |
| 5Y | 62.31% | 10.17% | 17.99% |
Scheme Details
- Launch Date
- 17/02/2021
- Fund Age
- 5.6 years
- Minimum Investment
- ₹N/A
- Benchmark
- Nifty Next 50
- Fund House
- Kotak Mahindra Mutual Fund
- Category
- Other Scheme
- Sub-category
- Index Funds (Other Scheme)
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