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Kotak Nifty Next 50 Index Fund - Regular Plan - Payout of Income Distribution cum capital withdrawal option

Kotak · Index Funds
High
₹19.23
Current NAV
27 Oct 2026
-3.0%
1Y Return
15.5%
3Y CAGR
10.2%
5Y CAGR
Watchlist
NAV History (1 Year)
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Very large asset base (AUM: ₹13,690 Cr) indicating high investor trust and liquidity.
  • Well-diversified portfolio aligned with the Index Funds mandate.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.14
Sharpe Ratio
1.04
Beta
-2.36
Alpha
1.30
Sortino
Fund Details
Fund House Kotak
Category Index Funds
AUM ₹13690 Cr
Expense Ratio 1.44%
Min SIP ₹500
Min Lumpsum ₹1000
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