Kotak Nifty Next 50 Index Fund Regular Growth

• Alpha 0.00%
• Beta 0.00
• Sharpe Ratio0.39
• Std Deviation 19.58%
• Tracking Error 0.00%

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 436.51 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 0.58%. 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 Zomato, Interglobe Aviation, Divis Laboratories & Jio Financial Services.

The major sectors where the fund is invested are Computer Services, Electric Utilities, Biotechnology & Drugs & Regional Banks.

Some of the similar funds are Kotak Nifty Next 50 Index Fund Regular Growth, UTI Nifty 500 Value 50 Index Fund Regular Growth, UTI Nifty200 Quality 30 Index Fund Regular Growth, ICICI Prudential Nifty 200 Momentum 30 Index Fund Regular Growth, HDFC Nifty LargeMidcap 250 Index Fund Regular Growth. Kotak Nifty Next 50 Index Fund Regular Growth has a sharpe ratio of 0.39 & a standard deviation of 19.58%.