Kotak Nifty Next 50 Index Fund
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1–7 yearsInvestment Horizon
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Performance and Risk Analysis
Historical returns, volatility patterns, and how this fund has performed relative to its benchmark.
Risk Profile
Standard Deviation21.1%
Sharpe Ratio-0.38
Strategy Details
A closer look at the investment thesis, portfolio construction, and current holdings.
Portfolio Holdings Overview
SectoralAllocation
Geographic Allocation
Domestic100%
Top Stock Holdings
CompanySectorAllocation
InterGlobe Aviation LtdCapital Goods4.47%
Hindustan Aeronautics Ltd Ordinary SharesCapital Goods4.04%
Divi's Laboratories LtdServices3.59%
Vedanta LtdCapital Goods3.16%
Indian Hotels Co LtdConsumers2.89%
Cholamandalam Investment and Finance Co LtdFinancial Services2.88%
Tata Power Co LtdUtilities2.82%
TVS Motor Co LtdConsumers2.79%
Britannia Industries LtdConsumers2.78%
Varun Beverages LtdConsumers2.73%
Operational & Regulatory Details
What it costs to invest, transaction mechanics, and regulatory disclosures you should know.
Costs and Fees
Total Expense Ratio (TER)0.57%
Regulatory & Tax Information
INF174KA1FX3
ISINDailyDealing Frequency
LTCG | >1Year 12.5%% on gain above 1.25 Lakh
STCG | <1Year 20%%
Tax Implications (India)