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OTHER•INDEX FUND

Kotak Nifty 50 Index Fund

3 Year return

13.94%
NAV on December 23, 2025
17.261
1D Returns
+0.13%
Launched on May 2021(4 years)

Investment Details

₹100
Minimum SIP Amount
₹100
Minimum one time investment
Fund has no lock-in period

Calculate Returns

Based on past performance of this fund

₹
Your Investment₹3,600
Gain
24.72%₹890
Total Value ₹4,490

Risk Involved

scale
Your principal will be at
Very High Risk

Scheme Information

Asset Under Management
₹1,048.92 Cr.
Expense Ratio
0.07% (inclusive of GST)
Exit Load
Nil

Ratings

ARQ Rating
0

Ratings by other agencies

Value Research
0
Crisil
0
Morning Star
0

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

Kotak Mahindra Mutual Fund Manager

AB

Abhishek Bisen

Fund Manager since Jul 2023

DS

Devender Singhal

Fund Manager since Feb 2021

SD

Satish Dondapati

Fund Manager since May 2021

Fund House Details

Kotak Mahindra Mutual Fund

Kotak Mahindra Mutual Fund

Asset management company

AUM
₹5,66,981.82 Cr.
No. of Schemes
252
Setup Date
1994

Peer Comparison

Comparison with other similar funds

Funds3 Y ReturnsARQ Rating
Motilal Oswal Nifty Midcap 150 Index Fund24.1535%
0
Motilal Oswal Nifty Smallcap 250 Index Fund21.1122%
0
Nippon India Nifty Smallcap 250 Index Fund20.6267%
0

Schemes by Kotak Mahindra Mutual Fund

List of mutual fund schemes by AMC

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
0%
Expense Ratio
0.07%
Fund Manager
Abhishek Bisen
Fund Size
₹1048.92 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

NameKotak Mahindra Mutual Fund
Launch DateN/A
AddressN/A
ContactN/A
EmailN/A
WebsiteN/A
Disclaimer: Mutual funds are subject to market risk. Read all scheme-related documents carefully to make informed-decision.

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FAQs

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 on December 23, 2025, is ₹17.261
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 ₹1048.92 crore.
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 0.07%
The Kotak Nifty 50 Index Fund was launched on May 31, 2021. The fund has delivered a CAGR of undefined since inception.
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.
  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.
  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.
  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.
  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.

ENTER AMOUNT

₹
₹4,490 in 3Y at 13.943% returns
SIP Date1st of every month

Your next SIP Payment will be on 24 January 2026

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