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FAQ : Kotak Nifty Next 50 Index Fund - Growth - Direct Plan

Kotak Nifty Next 50 Index Fund - Growth - Direct Plan has delivered CAGR and average rolling returns as follows :

1 Year 3 Year 5 Year 9 Year
CAGR(%) N/A 16.84 12.13 N/A
Average Rolling Returns(%) 17.92 19.11 N/A N/A

The Current NAV of Kotak Nifty Next 50 Index Fund - Growth - Direct Plan is ₹19.63.

You should look for a fund with better more consistent performance track record. However, funds returns unlikely to be different than its benchmark NIFTY NEXT 50, as the Funds portfolio is similar to its benchmark.

Kotak Nifty Next 50 Index Fund - Growth - Direct Plan fund’s expense ratio is 0.10%

The process for redemption is

  • Give a request for redemption of the number of units or the amount you want. The request will be acknowledged.
  • You will get information about the redemption and the NAV at which redeemed.
  • The amount will be deposited in the designated bank account.

The AUM of Kotak Nifty Next 50 Index Fund - Growth - Direct Plan is currently ₹854 Crores.

The Top three stocks are Vedanta, Tata Motors and TVS Motor and account for 13% of its portfolio. Top 5 and 10 stocks of fund account for 19% and 34% of fund’s portfolio respectively.

Top three sectors of Kotak Nifty Next 50 Index Fund - Growth - Direct Plan fund are BFSI, Auto and Construction & Infrastructure accounting for 50% of the total portfolio.

Funds Portfolio Quality is Somewhat Good. It has a large proportion of Green and Orange Stocks.Since this is a Index Funds - Nifty Next 50 it is comparatively safer to invest in this fund. However, since it has not consistently outperformed its benchmark index on an average 3-year rolling returns basis it is not the most suitable fund for SIP.

The category of Kotak Nifty Next 50 Index Fund - Growth - Direct Plan Fund is Index Funds - Nifty Next 50.

Satish Dondapati and Jeetu Valechha Sonar manage the Kotak Nifty Next 50 Index Fund - Growth - Direct Plan Fund.

Kotak Nifty Next 50 Index Fund - Growth - Direct Plan current PE ratio is 35.48 and PB ratio is 7.14

The asset allocation of Kotak Nifty Next 50 Index Fund - Growth - Direct Plan is Stocks : 99.74%, Debt : 0.24% and Gold : 0%

The minimum SIP amount for Kotak Nifty Next 50 Index Fund - Growth - Direct Plan is ₹100.00 and minimum lumpsum is ₹100.00

The exit load for Kotak Nifty Next 50 Index Fund - Growth - Direct Plan is Nil

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