Kotak Mahindra Mutual Fund

Kotak NIFTY Next 50 ETF

Kotak Mahindra Mutual Fund

Expense Ratio: -
Risk: -
Other Scheme - Other ETFs
Plan: Regular
Benchmark: -
Inception: 18-12-2025
Exit Load: Nil
Fund Size:₹7.21 Cr

Performance

1Y
FundN/A
Cat. Avg.-0.91%
2Y
FundN/A
Cat. Avg.0.60%
3Y
FundN/A
Cat. Avg.-22.41%
5Y
FundN/A
Cat. Avg.-19.85%
10Y
FundN/A
Cat. Avg.-20.41%
SI
Fund-0.65%
Cat. Avg.-6.26%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

Allocation

Visualizing Fund's Exposure

Portfolio Holdings

Detailed breakdown of instruments.

Instrument
Val (Cr) % Assets
1ADANI POWER LTD0.713.79%
2TML COMMERCIAL VEHICLES LIMITED0.683.60%
3Divis Laboratories Ltd.0.643.41%
4Hindustan Aeronautics Ltd.0.643.39%
5TVS Motor Company Ltd.0.623.32%
6CHOLAMANDALAM INVESTMENT AND FINANCE COMPANY LTD.0.593.16%
7Cummins India Ltd.0.593.12%
8Avenue Supermarts Ltd0.542.88%
9Varun Beverages Limited0.532.83%
10SAMVARDHANA MOTHERSON INTERNATIONAL LTD0.502.67%

Similar Funds

SBI Mutual Fund
NAV / Fund Size₹829.38₹1,26,586.67 Cr
Other ETFsVery High RiskOther

-7.26%

1.56%

7.24%

8.76%

11.94%

SBI Mutual Fund
NAV / Fund Size₹168.06₹36,166.57 Cr
Small Cap FundVery High RiskEquity

-0.30%

1.85%

12.54%

13.65%

22.62%

Kotak Mahindra Mutual Fund
NAV / Fund Size₹77.81₹2,059.49 Cr
Medium to Long Duration FundModerate RiskDebt

0.35%

5.08%

5.57%

4.99%

7.43%

SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI09 Mar, 264000039712-0.7%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI12 Feb, 261 L.99346-0.7%N/A

SIP Calculator

Visualize how small monthly investments grow over time.

₹
Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
₹
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Profit
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

Search Funds