Kotak Nifty 50 Index Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.86
• Std Deviation 12.68%
• Tracking Error 0.00%

The investment objective of the scheme is to replicate the composition of the Nifty 50 and to generate returns that are commensurate with the performance of the NIFTY 50 Index, subject to tracking errors. However, there is no assurance that the objective of the scheme will be realized.

The Kotak Nifty 50 Index Fund Regular Growth has an AUM of 899.91 crores & has delivered CAGR of 0.00% in the last 5 years. The fund has an exit load of 0.00% and an expense ratio of 0.35%. The minimum investment in Kotak Nifty 50 Index Fund Regular Growth is Rs 100 and the minimum SIP is Rs 100.

As per morningstar the risk & return rating of the fund are Medium & Exceptional respectively.

The top holdings of the fund include Hdfc Bank, Icici Bank, Reliance Industries & Infosys.

The major sectors where the fund is invested are Regional Banks, Software & Programming, Oil & Gas Operations & Communications Services.

Some of the similar funds are Nippon India Index BSE Fund Sensex Plan - Growth, Motilal Oswal Nifty 200 Momentum 30 Index Fund Regular Growth, Kotak Nifty 50 Index Fund Regular Growth, Tata Nifty Midcap 150 Momentum 50 Index Fund Regular Growth, Nippon India Nifty 500 Momentum 50 Index Fund Regular Growth. Kotak Nifty 50 Index Fund Regular Growth has a sharpe ratio of 0.86 & a standard deviation of 12.68%.