3 Year return

0
Launched on May 2021 (3 years)

Investment Details

₹100

Minimum SIP Amount

₹100

Minimum one time investment

Fund has no lock-in period

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Your Investment ₹3,00,000
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Risk Involved

scale

Your principal will be at

Very High Risk

Scheme Information

Asset Under Management

₹631.09 Cr.

Expense Ratio

0.16% (inclusive of GST)

Exit Load

Nil

Ratings

ARQ Rating
0

Ratings by other agencies

0
0
0

Tax Implications

There are no records found for Tax Implications.

Fund Holdings

Holdings

Kotak Mahindra Mutual Fund Managers

DS

Devender Singhal

Fund Manager since Oct 2023

View Details

Fund House Details

Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund Asset management company

AUM ₹384,007.34 Cr.
No. of Schemes 178
Setup Date NA

Peer Comparison

Comparison with other similar funds

Schemes by Kotak Mahindra Mutual Fund

List of mutual fund schemes by AMC

Funds 3 Years Returns
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

Kotak Balanced Advantage Fund Direct Plan Growth

12.75%
scheme logo

Hybrid . Dynamic Asset Allocation or Balanced Advantage

Kotak Balanced Advantage Fund Direct Plan Payout of IDCW Payout

12.75%

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 0.16%
Fund Manager Devender Singhal
Fund Size ₹631.09 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
Email 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

Compound growth and steady contributions through SIPs balance the negative effects of inflation, guaranteeing that your money increases faster than inflation. Use Angel One's free SIP calculator online to estimate potential returns and plan your inflation-hedging investment strategy effectively.

FAQs

What is today's NAV of Kotak Nifty 50 Index Fund?

NAV, or Net Asset Value, is the price of a single unit of a mutual fund. It is calculated by dividing the current value of holdings held by the mutual fund scheme at the end of the day by the total number of units issued. The NAV changes every day. The NAV of Kotak Nifty 50 Index Fund May 27 2024 is 14.904

What is the AUM of Kotak Nifty 50 Index Fund?

Short for Asset Under Management, AUM means the total assets held by a mutual fund scheme. The AUM of the fund changes every day based on the fluctuation in the price of the underlying assets. Fund houses don't update AUM on a daily basis. They only update it at the end of the month and release it within a few days of the following month. The AUM of Kotak Nifty 50 Index Fund is 631.09 crore.

What is the expense ratio of Kotak Nifty 50 Index Fund?

The expense ratio is the annual charges you pay to the mutual fund house for managing your investments. It is a percentage of Assets Under Management. It is deducted from the fund’s returns. The expense ratio of Kotak Nifty 50 Index Fund is 0.16%

What are the returns of Kotak Nifty 50 Index Fund since inception?

The Kotak Nifty 50 Index Fund was launched on May 31 2021. The fund has delivered a CAGR of 14.65 since inception.

What is the minimum SIP amount to invest in Kotak Nifty 50 Index Fund?

A Systematic Investment Plan (SIP) in mutual funds allows you to invest small amounts periodically instead of a one-time investment. The frequency of investment can be monthly, quarterly, half-yearly or annually, as per your convenience. The minimum SIP for Kotak Nifty 50 Index Fund is 100.

How do I invest in Kotak Nifty 50 Index Fund?

  1. Make sure you are logged in to Angel One.
  2. Select the type of investment: SIP or one-time.
  3. 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.
  4. Proceed by clicking the pay button and choosing your mode of payment.
  5. Your portfolio will be updated with this investment in 3-5 working days.

How to start an SIP in Kotak Nifty 50 Index Fund?

  1. Click on the ‘Invest’ button.
  2. Enter your desired SIP amount and the SIP date.
  3. You can uncheck the ‘Make first payment now’ box if you don’t want to make the payment right away.
  4. Choose your payment method between UPI and Net Banking.
  5. Make your payment.
  6. Your SIP is created.

How do I automate an SIP in Kotak Nifty 50 Index Fund?

  1. Once you create an SIP, click on ‘Set up autopay’
  2. Select your desired verification method - debit card, net banking or Aadhar method credentials - and click on submit.
  3. Once you verify the OTP, your mandate request will be created.

How can I withdraw/redeem my investment in Kotak Nifty 50 Index Fund?

  1. Go to the ‘Investments’ section and click on the mutual fund scheme you want to withdraw.
  2. Enter the amount you want to withdraw and tap the ‘Withdraw’ button.
  3. Verify the details on the ‘Confirm withdraw’ screen.
  4. Select the bank account in which you want to receive the funds.
  5. You will receive your funds within three working days of placing the order.
  6. You can track your order in the ‘Orders’ section.