3 Year return
12.62%Investment Details
Calculate Returns
Based on past performance of this fund
Risk Involved
Your principal will be at
Very High Risk
Asset Under Management
₹751.07 Cr.
Expense Ratio
0.15% (inclusive of GST)
Exit Load
Nil
Tax Implications
Withdrawal within 1 year:
20% tax on gains
Withdrawal after 1 year:
12.5% tax on gains above ₹1.25 lakh per financial year
Fund Holdings
Kotak Mahindra Mutual Fund Managers
DS
Devender Singhal
Fund Manager since Sep 2024
Fund House Details
Kotak Mahindra Mutual Fund Asset management company
Peer Comparison
Comparison with other similar funds
Funds
|
3 Y Returns
|
ARQ Rating
|
---|---|---|
Motilal Oswal Nifty Smallcap 250 Index Fund |
23.13% |
0 |
Motilal Oswal Nifty Midcap 150 Index Fund |
23.52% |
0 |
UTI Nifty Next 50 Index Fund |
20.66% |
0 |
Schemes by Kotak Mahindra Mutual Fund
List of mutual fund schemes by AMC
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Kotak Balanced Advantage Fund Direct Plan Growth
Hybrid . Dynamic Asset Allocation or Balanced Advantage
Kotak Balanced Advantage Fund Direct Plan Payout of IDCW Payout
Other . FoFs Domestic
Kotak All Weather Debt FoF Direct Plan Growth
Other . FoFs Domestic
Kotak All Weather Debt FoF Direct Plan IDCW Payout
Other . FoFs Domestic
Kotak All Weather Debt FoF Direct Plan IDCW Reinvestment
About Kotak Nifty 50 Index Fund Direct Plan Growth
Kotak Nifty 50 Index Fund Direct Growth is a Mutual Fund Scheme offered by Kotak Mahindra Mutual Fund. This fund primarily adopts a Growth-oriented investment style and invests across market capitalizations, including giant & large-cap, mid-cap, and small-cap companies. An interesting feature of Kotak Nifty 50 Index Fund Direct Growth is its comparatively low expense ratio, making it an attractive option within the category of index funds.
Investment Objective of the Scheme
The investment objective of Kotak Nifty 50 Index Fund Direct Growth is to replicate the composition of the Nifty 50 Index. This scheme aims to generate returns that closely resemble the performance of the NIFTY 50 Index, with minimal tracking errors. By closely mirroring the Nifty 50 Index, which consists of India's top 50 blue-chip companies representing various sectors, the fund seeks to offer investors diversified exposure to the broader market and its growth potential.
Key Features of The Fund
5-year return | NA |
Expense Ratio | 0.15% |
Fund Manager | Devender Singhal |
Fund Size | ₹751.07 Cr |
Risk Profile | Very High |
Is This Scheme Right for Me?
Kotak Nifty 50 Index Fund Direct Growth is particularly suitable for investors seeking long-term capital growth. By aiming to replicate the Nifty 50 Index, the fund provides a diversified and well-balanced investment approach across large, mid, and small-cap companies. This diversified profile can appeal to investors looking for exposure to the overall market performance without the need for active stock picking. As with any investment decision, investors must assess their risk tolerance, financial objectives, and investment horizon. This fund may be more suitable for those seeking a passive investment strategy and the convenience of tracking the performance of the Nifty 50 Index.
AMC Contact Details
Name | Kotak Mahindra Mutual Fund |
Launch Date | December 1998 |
Addresss | 2nd Floor, 12-BKC, Plot No C-12, G Block, BKC, Bandra (East), Mumbai - 400 051 |
Contact | 18003091490 044-40229101 |
mutual@kotak.com | |
Website | https://www.kotakmf.com/ |
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.
Combat Inflation with SIP Investments
FAQs
What is today's NAV of Kotak Nifty 50 Index Fund?
What is the AUM of Kotak Nifty 50 Index Fund?
What is the expense ratio of Kotak Nifty 50 Index Fund?
What are the returns of Kotak Nifty 50 Index Fund since inception?
What is the minimum SIP amount to invest in Kotak Nifty 50 Index Fund?
How do I invest in Kotak Nifty 50 Index Fund?
- Make sure you are logged in to Angel One.
- Select the type of investment: SIP or one-time.
- In case of an SIP, select the amount and date and click ‘Start SIP’. In case of a one-time investment, enter just the amount.
- Proceed by clicking the pay button and choosing your mode of payment.
- Your portfolio will be updated with this investment in 3-5 working days.
How to start an SIP in Kotak Nifty 50 Index Fund?
- Click on the ‘Invest’ button.
- Enter your desired SIP amount and the SIP date.
- You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
- Choose your payment method between UPI and Net Banking.
- Make your payment.
- Your SIP is created.
How do I automate an SIP in Kotak Nifty 50 Index Fund?
- Once you create an SIP, click on ‘Set up autopay’
- Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
- Once you verify the OTP, your mandate request will be created.
How can I withdraw/redeem my investment in Kotak Nifty 50 Index Fund?
- Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
- Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
- Verify the details on the ‘Confirm withdraw’ screen.
- Select the bank account in which you want to receive the funds.
- You will receive your funds within three working days of placing the order.
- You can track your order in the ‘Orders’ section.