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Business News/Market/Market Stats/    Kotak Nifty Next 50 Index Fund Regular Growth

Kotak Nifty Next 50 Index Fund Regular Growth

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  • Index Funds
  • Index Funds
  • Rating N.A.
  • Plan
17.59 -0.03 (-0.17%) NAV as on 19 Apr, 2024
  • 5D
  • 1M
  • 6M
  • 1Y
  • 5Y
  • MAX

Key Metrics

  • AUM (in Cr)171.95
  • CAGR 59.16%
  • Exit Load0.00%
  • Expense ratio0.83%
  • CategoryIndex Funds
  • Min Investment100
  • Min SIP100
  • Launch Date2021-03-10

Morning Star Rating N.A.

Medium
Risk
Exceptional
Return

Asset Allocation

Holdings As On - 22 April 2024

  • Name
  • Value (Cr)
  • Holding %
  • DLF
  • 5.46
  • 3.17%
  • REC
  • 5.28
  • 3.07%
View More

Risk & Volitility

  • Alpha 0.00%
  • Beta 0.00
  • Sharpe Ratio0.92
  • Std Deviation 16.76%
  • Tracking Error 0.00%

About Fund

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

 

The Kotak Nifty Next 50 Index Fund Regular Growth has an AUM of 171.95 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 0.83%. The minimum investment in Kotak Nifty Next 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 Trent, Bharat Electronics, Tata Power & Hindustan Aeronautics.

 

The major sectors where the fund is invested are Personal & Household Prods., Aerospace & Defense, Regional Banks & Consumer Financial Services.

 

Some of the similar funds are Kotak Nifty Next 50 Index Fund Regular Growth, Motilal Oswal Nifty Next 50 Index Fund Regular Growth, UTI Nifty Midcap 150 Quality 50 Index Fund Regular Growth, Aditya Birla Sun Life Nifty Midcap 150 Index Fund Regular Growth, UTI S&P BSE Sensex Index Fund Regular Growth. Kotak Nifty Next 50 Index Fund Regular Growth has a sharpe ratio of 0.92 & a standard deviation of 16.76%.

FAQs about Kotak Nifty Next 50 Index Fund Regular Growth

According to the morning star rating Kotak Nifty Next 50 Index Fund Regular Growth has a Medium risk & Exceptional return.
Kotak Nifty Next 50 Index Fund Regular Growth is managed by Devender Singhal,Satish Dondapati.
The expense ratio of Kotak Nifty Next 50 Index Fund Regular Growth is 0.83%.
The 5 year annualized return on Kotak Nifty Next 50 Index Fund Regular Growth is 0.00% & it has generated 59.16% in the last 1 year.
The minimum investment in Kotak Nifty Next 50 Index Fund Regular Growth is 100 Rs.
Kotak Nifty Next 50 Index Fund Regular Growth has an AUM of 171.95 crores.
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