Kotak Nifty Next 50 Index Fund Regular Growth
Medium
Risk
Equity
Index Fund
+
0.00
%
0.00
%
3Y annualised
+
0.86
%
0.86
%
1D
1M
6M
1Y
3Y
All
Fund size
163
NAV:
Mar 7, 2024
17.1609
Sector
Tech
Type
Equity
Launched
Mar 2021
Min Investment
100
Expense Ratio
1
Risk
Medium
Portfolio allocation
Top 10 Holdings
% Value
Trent Ltd
4.81
%
Bharat Electronics Ltd
4.13
%
Shriram Finance Ltd
3.81
%
Tata Power Co Ltd
3.54
%
Indian Oil Corp Ltd
3.42
%
DLF Ltd
3.26
%
Hindustan Aeronautics Ltd Ordinary Shares
3.25
%
TVS Motor Co Ltd
2.8
%
Bank of Baroda
2.78
%
GAIL (India) Ltd
2.76
%
Expense ratio, exit load and tax
Expense Ratio:
1
%
Inclusive of GST
Exit load
No exit loads
Tax implication
Returns are taxed at 15%, if you redeem before one year. After 1 year, you are required to pay LTCG tax of 10% on returns of Rs 1 lakh+ in a financial year.
Fund house & investment objective
Kotak Nifty Next 50 Index Fund Regular Growth
More details
Investment objective
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
Scheme Information Document
Mutual Fund investments are subject to market risks. Read all scheme-related documents carefully. Past performance is not an indicator of future returns.
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* Returns are calculated as per lifetime average per annum returns of the fund.
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