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Kotak Nifty Next 50 Index Fund (IDCW)

Index Fund • OPEN
NAV as of May 21, 2026
₹19.81
1 day change
Returns since inception
14.13%
CAGR
AUM (Fund size)
₹1,067 Cr
NAV: ₹ 19.81
as on May 21, 2026
Kotak Nifty Next 50 Index Fund (IDCW)

Kotak Nifty Next 50 Index Fund (IDCW) Overview

AUM (Fund size) ₹ 1,067 Cr
Expense ratio 0.90 %
Exit load Nil
Plan type Regular Fund
Risk Very High
Lock-in Period Nil
Benchmark Nifty Next 50 TRI
Min. investment SIP: ₹100    Lumpsum: ₹100
Age 5 yrs 3 m since Feb 17, 2021
Tax implication STCG Tax: As per your Income Tax Slab, if redeemed before 3 Years, LTCG Tax: 20% with indexation benefitu00a0 post 3 Years

Holdings Distribution

Finance
11.86%
Power
8.63%
Banks
7.18%
Pharmaceuticals & Biotech
6.61%
Electrical Equipments
5.82%

Top Holdings

Vedanta 5.19%
Tata Motors 3.85%
TVS Motor Co. 3.69%
Divi's Lab. 3.53%
Hind.Aeronautics 3.09%
Britannia Inds. 2.98%
Tata Power Co. 2.96%
Adani Power 2.90%
Cummins India 2.84%
Cholaman.Inv.&Fn 2.71%

Peer Comparison

Fund Name 1Y 3Y 5Y
Kotak Nifty Next 50 Index Fund (IDCW) 4.94% 19.44% 13.61%

Scheme Information

Kotak Nifty Next 50 Index Fund (IDCW) was launched on 17/02/2021. The fund manages ₹1,067 Cr in assets. Its current expense ratio is 0.90%.

Fund Manager: Satish Dondapati

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FAQs on Kotak Nifty Next 50 Index Fund (IDCW)

The current expense ratio of Kotak Nifty Next 50 Index Fund (IDCW) is 0.90%.

The AUM of Kotak Nifty Next 50 Index Fund (IDCW) is ₹1,067 crore.

Log in to your investment platform, select the fund, enter units or amount, and confirm the redemption request.

Yes, Kotak Nifty Next 50 Index Fund (IDCW) allows both SIP and lump sum investments.

The latest NAV is ₹19.81.

Minimum SIP starts from ₹100.

Redemption can be done via AMC website or your investment platform.

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