Kotak Nifty Next 50 Index Fund (Direct)
Kotak Mahindra Mutual Fund · benchmark Nifty Next 50 TRI · 5.6 years old · AMFI code 148745
A (top 30%), score 74.2 out of 100. Describes the past, not a forecast.
Returns against the index
| Period | Fund | Index (TRI) | Difference | Rank in category |
|---|---|---|---|---|
| 6 months | 2.0% | 2.2% | -0.1% | 8 / 19 |
| 1 year | 3.0% | 3.2% | -0.2% | 3 / 18 |
| 3 years (a year) | 17.6% | 17.9% | -0.4% | 1 / 13 |
| 5 years (a year) | 11.6% | 11.7% | -0.1% | 2 / 7 |
Growth option, point to point to 5 Nov 2026; periods over a year are annualised (CAGR). Index returns use the total-return index, which includes dividends.
Risk
Portfolio
Top 10 holdings, September 2026 portfolio.
Common questions
What is the NAV of Kotak Nifty Next 50 Index Fund (Direct plan)?
₹21.08 on 5 Nov 2026 (Growth option).
What is the expense ratio of Kotak Nifty Next 50 Index Fund (Direct)?
0.27% a year; the Regular plan's is 0.68%.
What return has Kotak Nifty Next 50 Index Fund given over 3 years?
17.6% a year (Direct plan) over the 3 years to 5 Nov 2026, against 17.9% for the Nifty Next 50 total-return index.
What does Kotak Nifty Next 50 Index Fund invest in?
Its largest holdings are Divi's Laboratories Limited, TVS Motor Company Limited, EQ - HINDUSTAN AERONAUTICS LTD, with 50 stocks in all (September 2026 portfolio).
How is Kotak Nifty Next 50 Index Fund rated?
A: 3 of 18 Direct plans in Index: NIFTY NEXT 50, on its track record. This describes the past and is not a recommendation.
Data as of 5 Nov 2026: NAVs from AMFI, index data from NSE Indices, portfolios from Kotak Mahindra Mutual Fund's monthly disclosure. Updated every weekday. Read the scheme documents before investing.