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Index Fund

Kotak Nifty 50 Index Fund · Direct · Growth

Kotak Mahindra Mutual Fund

NAV

₹15.8700

as of 16 Jun 2026

Expense Ratio

see scheme documents

Viewing Direct · Growth
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Lumpsum returns (CAGR)

1Y
-2.94%
3Y
+9.28%
5Y
+9.68%
Since Inception
+9.59%

SIP returns (XIRR)

1Y
-5.07%
3Y
+3.75%
5Y
+7.57%
Since Inception
+7.64%

Returns calculated from 31 May 2021 onwards due to a structural change in the scheme on that date. Earlier NAV history is preserved but excluded from multi-year return calculations. Periods spanning this date show —.

Performance Comparison

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Fund Details

Fund HouseKotak Mahindra Mutual Fund
CategoryIndex Fund
Launch Date31 May 2021
AMFI Code148978
Transaction facts
Min. Lumpsum₹100
Min. SIP₹100

Available transactions

PurchaseSIPRedeemSWPSwitchSTPDemat

Investment Objective

Kotak Nifty 50 Index Fund · Direct · Growth is a passively managed fund that tracks a specific market index, aiming to replicate its returns with minimal tracking error. Index funds offer low-cost, diversified exposure to the market with full transparency of holdings.

About This Fund

Kotak Nifty 50 Index Fund · Direct · Growth is a Index Fund mutual fund offered by Kotak Mahindra Mutual Fund. The fund has been operational for over 5 years.

Who Should Invest?

  • Investors with a high risk appetite seeking long-term wealth creation
  • Investors with an investment horizon of 5 years or more
  • Cost-conscious investors who prefer passive investing with low expense ratios
  • SIP investors who can benefit from rupee cost averaging during market fluctuations