Kotak Nifty Next 50 Index Fund
Index Funds · Kotak Mahindra Asset Management Company Limited.
Among the 1179 similar index fundss we track, this one has grown money faster than most. ₹1 lakh invested 5 years ago would be about ₹1.7 lakh today. Investing ₹10,000 every month for the last 5 years would have put in ₹6.1 lakh and grown it to about ₹8.3 lakh. Be warned: in its worst stretch, ₹1 lakh briefly shrank to about ₹73,660. Expect meaningful ups and downs on the way.
New to fund research? Start with the 5-minute guide. The detailed numbers below back all of this up.Kotak Nifty Next 50 Index Fund is a index funds from Kotak Mahindra Asset Management Company Limited.. It has a track record of about 5.5 years. As of the latest data it carries an RS rating of 64/99 (its recent momentum versus category peers) and a King Score of 60/100 (a long-term quality composite). The current NAV is ₹20.66 (as of 2026-09-16).
Growth of ₹100 - last 5 years
Kotak Nifty Next 50 Index Fund returns: last 1, 3, 5 and 10 years
| Period | This fund | Category average |
|---|---|---|
| 1 month | -5.5% | -3.19% |
| 3 months | -1.5% | -0.24% |
| 6 months | 8.78% | 4.45% |
| 1 year | 3.89% | 1.13% |
| 3 years (CAGR) | 15.79% | 9.06% |
| 5 years (CAGR) | 10.85% | 8.52% |
The last 5 years return is 10.85% a year (₹1 lakh → ₹1.7 lakh), and the last 3 years return is 15.79% - ahead of its category's 9.06% average by 6.7 points. Its trailing one-year return is 3.89%. Trailing returns flatter or disappoint depending on the end date you pick - the year-by-year and rolling-return sections below are a fairer read.
Year-by-year returns
| Year | Kotak Nifty Next 50 In | Benchmark |
|---|---|---|
| 2022 | +1.2% | +3.0% |
| 2023 | +26.7% | +25.8% |
| 2024 | +28.0% | +15.2% |
| 2025 | +2.5% | +6.7% |
| 2026 | +2.1% | -5.8% |
Kotak Nifty Next 50 Index Fund beat its benchmark in 3 of the last 5 calendar years. That is a strong hit-rate - most active funds fail to clear their index this often. Consistency against the benchmark matters more than any single great year.
Calendar-year returns show how bumpy the ride really was - an average hides the good years and the ugly ones.
What a monthly SIP in Kotak Nifty Next 50 Index Fund would have made
A ₹10,000-a-month SIP, using this fund's actual NAV history. SIP returns (XIRR) differ from lumpsum CAGR because your money goes in gradually, averaging your entry price.
| SIP duration | You invested | It became | XIRR |
|---|---|---|---|
| 3 years | ₹370,000 | ₹413,178 | 7.3% |
| 5 years | ₹610,000 | ₹831,758 | 12.34% |
Over 5 years, ₹610,000 invested in monthly instalments would have grown to about ₹831,758 - an XIRR of 12.34%. Figures are pre-tax and assume you stayed invested throughout.
Risk & drawdowns
| Measure | This fund | Category average |
|---|---|---|
| Worst drawdown (lifetime) | -26.34% | -16.31% |
| Worst drawdown (3Y) | -26.34% | -15.09% |
| Volatility (1Y) | 20.39% | 14.53% |
| Sharpe (3Y) | 0.47 | 0.24 |
| Sortino (3Y) | 0.81 | 0.69 |
| Beta (3Y) | 1.25 | 0.67 |
| Alpha (3Y) | 6.69% | 1.16% |
| Up capture | 128.8% | 70.6% |
| Down capture | 115.5% | 61.79% |
| Bull-market return | 31.9% | 22.28% |
| Bear-market return | -32.4% | -18.34% |
Timing matters more than people admit: the best possible 1-year stretch in Kotak Nifty Next 50 Index Fund (starting 2023-09-29) gained 71.5%, while the worst (starting 2024-09-26) lost 12.2%. The worst peak-to-bottom fall Kotak Nifty Next 50 Index Fund has ever put investors through is -26.34% - the real test of whether you'd have stayed invested. In falling markets (Nifty below its 200-day average) it has returned about -32.4% annualised, versus 31.9% in rising markets. It has captured roughly 128.8% of its benchmark's up-moves and 115.5% of its down-moves.
How Kotak Nifty Next 50 Index Fund behaves when markets fall
When the market is falling (the Nifty below its 200-day average), Kotak Nifty Next 50 Index Fund has historically returned about -32.4% annualised, versus roughly 31.9% when the market is rising. Its deepest fall on record is -26.34%. Right now it sits about 8.23% below its all-time high (last hit 2024-09-27). The real question isn't the average year - it's whether you could hold on through the worst one.
How Kotak Nifty Next 50 Index Fund ranks in its category
Percentile versus its ~1179 category peers - 100th is best-in-class, 50th is average. This is the fairest apples-to-apples read.
Consistency (rolling returns)
| Measure | Value |
|---|---|
| Median 3Y rolling CAGR | 19.42% |
| 3Y windows positive | 100.0% |
| Worst 3Y window | 12.85% |
| Median 5Y rolling CAGR | 14.04% |
Instead of one lucky start date, rolling returns test every start date. Across all 3-year windows in its history, Kotak Nifty Next 50 Index Fund returned a median of 19.42% a year, and 100.0% of those windows were positive.
Who manages Kotak Nifty Next 50 Index Fund - and how good are they?
Kotak Nifty Next 50 Index Fund is managed by Satish Dondapati and Jeetu Sonar. Below is each manager's complete track record - every fund they currently run, judged on the same numbers as everything else on this page - so you can see whether this fund is in strong hands or is the outlier in a weak book.
Satish Dondapati's full record
Satish Dondapati currently runs 22 funds, across Index Funds, with about ₹3,384 Cr under management. The book's average King Score is 49.2/100. Their strongest fund by King Score is Kotak Nifty Financial Services Ex-Bank Index Fund (75/100); Kotak Nifty Next 50 Index Fund ranks #3 of 22 in their book.
Tap any column heading to sort.
| # | Fund | RS | King | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | 10Y CAGR | Sharpe | Roll 3Y | Worst fall |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Kotak Nifty Financial Services Ex-Bank Index Fund | 50 | 75 | -1.0% | 5.1% | 3.3% | 14.9% | n/a | n/a | 0.4 | n/a | -17.1% |
| 2 | Kotak Nifty Smallcap 50 Index Fund | 98 | 62 | 7.2% | 24.0% | 12.1% | 18.2% | n/a | n/a | 0.54 | 24.2% | -25.0% |
| 3 | Kotak Nifty Next 50 Index Fund (this page) | 64 | 60 | -1.5% | 8.8% | 3.9% | 15.8% | 10.8% | n/a | 0.47 | 19.4% | -26.3% |
| 4 | Kotak Nifty 200 Momentum 30 Index Fund | 23 | 41 | -4.3% | 2.7% | -3.4% | 9.2% | n/a | n/a | 0.13 | n/a | -31.6% |
| 5 | Kotak Nifty 50 Index Fund | 19 | 37 | -2.1% | -0.8% | -6.6% | 5.7% | 6.6% | n/a | -0.05 | 13.0% | -16.4% |
| 6 | Kotak BSE Housing Index Fund | 4 | 20 | -4.7% | 3.1% | -12.1% | 5.4% | n/a | n/a | -0.04 | n/a | -26.4% |
| 7 | Kotak Nifty SmallCap 250 Index Fund | 95 | n/a | 3.5% | 20.2% | 4.3% | n/a | n/a | n/a | 0.12 | n/a | -20.4% |
| 8 | Kotak Nifty Alpha 50 Index Fund | 92 | n/a | 2.6% | 15.0% | 6.1% | n/a | n/a | n/a | n/a | n/a | -14.9% |
| 9 | Kotak NIFTY Midcap 50 Index Fund | 90 | n/a | 0.5% | 12.3% | 7.0% | n/a | n/a | n/a | -0.17 | n/a | -20.4% |
| 10 | Kotak NIFTY Midcap 150 Index Fund | 82 | n/a | -0.8% | 10.0% | 3.9% | n/a | n/a | n/a | 0.22 | n/a | -13.9% |
| 11 | Kotak Nifty 100 Equal Weight Index Fund | 47 | n/a | -1.7% | 6.2% | 1.2% | n/a | n/a | n/a | -0.12 | n/a | -13.5% |
| 12 | Kotak Nifty Midcap 150 Momentum 50 Index Fund | 44 | n/a | -3.0% | 7.6% | 1.1% | n/a | n/a | n/a | -0.5 | n/a | -25.5% |
| 13 | Kotak Nifty 50 Equal Weight Index Fund | 36 | n/a | -1.8% | 3.0% | -1.0% | n/a | n/a | n/a | -0.1 | n/a | -12.5% |
| 14 | Kotak Nifty Commodities Index Fund | 31 | n/a | -5.4% | 0.2% | 6.7% | n/a | n/a | n/a | 0.23 | n/a | -9.9% |
| 15 | Kotak NIFTY 200 Quality 30 Index Fund | 30 | n/a | -1.3% | 3.5% | -6.5% | n/a | n/a | n/a | n/a | n/a | -15.2% |
| 16 | Kotak NIFTY 100 Low Volatility 30 Index Fund | 28 | n/a | -1.3% | 1.6% | -5.8% | n/a | n/a | n/a | -0.36 | n/a | -18.2% |
| 17 | Kotak BSE PSU Index Fund | 26 | n/a | -4.5% | -4.1% | 4.9% | n/a | n/a | n/a | -0.39 | n/a | -26.8% |
| 18 | Kotak Nifty India Tourism Index Fund | 10 | n/a | -1.2% | 7.1% | -18.8% | n/a | n/a | n/a | -0.66 | n/a | -31.1% |
| 19 | Kotak BSE Sensex Index Fund | 9 | n/a | -2.0% | -1.6% | -8.6% | n/a | n/a | n/a | -0.43 | n/a | -16.1% |
| 20 | Kotak Nifty Top 10 Equal Weight Index Fund | 3 | n/a | -3.4% | -2.5% | -10.9% | n/a | n/a | n/a | -0.99 | n/a | -18.6% |
| 21 | Kotak Nifty500 Momentum 50 Index Fund | n/a | n/a | -1.6% | 8.9% | n/a | n/a | n/a | n/a | n/a | n/a | -14.1% |
| 22 | Kotak Nifty200 Value 30 Index Fund | n/a | n/a | -6.1% | -2.1% | n/a | n/a | n/a | n/a | n/a | n/a | -13.5% |
Jeetu Sonar's full record
Jeetu Sonar currently runs 25 funds, across FoF Domestic, Index Funds, Multi Asset Allocation, with about ₹25,460 Cr under management. The book's average King Score is 54.0/100. Their strongest fund by King Score is Kotak Nifty Financial Services Ex-Bank Index Fund (75/100); Kotak Nifty Next 50 Index Fund ranks #5 of 25 in their book.
Tap any column heading to sort.
| # | Fund | RS | King | 3M | 6M | 1Y | 3Y CAGR | 5Y CAGR | 10Y CAGR | Sharpe | Roll 3Y | Worst fall |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Kotak Nifty Financial Services Ex-Bank Index Fund | 50 | 75 | -1.0% | 5.1% | 3.3% | 14.9% | n/a | n/a | 0.4 | n/a | -17.1% |
| 2 | Kotak Silver ETF Fund of Fund | 96 | 72 | -8.4% | -9.1% | 76.5% | 45.2% | n/a | n/a | 0.87 | 47.2% | -35.7% |
| 3 | Kotak Gold Fund | 86 | 65 | 0.8% | -2.6% | 37.1% | 35.6% | 24.9% | 16.3% | 1.33 | 10.6% | -26.3% |
| 4 | Kotak Nifty Smallcap 50 Index Fund | 98 | 62 | 7.2% | 24.0% | 12.1% | 18.2% | n/a | n/a | 0.54 | 24.2% | -25.0% |
| 5 | Kotak Nifty Next 50 Index Fund (this page) | 64 | 60 | -1.5% | 8.8% | 3.9% | 15.8% | 10.8% | n/a | 0.47 | 19.4% | -26.3% |
| 6 | Kotak Nifty 200 Momentum 30 Index Fund | 23 | 41 | -4.3% | 2.7% | -3.4% | 9.2% | n/a | n/a | 0.13 | n/a | -31.6% |
| 7 | Kotak Nifty 50 Index Fund | 19 | 37 | -2.1% | -0.8% | -6.6% | 5.7% | 6.6% | n/a | -0.05 | 13.0% | -16.4% |
| 8 | Kotak BSE Housing Index Fund | 4 | 20 | -4.7% | 3.1% | -12.1% | 5.4% | n/a | n/a | -0.04 | n/a | -26.4% |
| 9 | Kotak Nifty SmallCap 250 Index Fund | 95 | n/a | 3.5% | 20.2% | 4.3% | n/a | n/a | n/a | 0.12 | n/a | -20.4% |
| 10 | Kotak Nifty Alpha 50 Index Fund | 92 | n/a | 2.6% | 15.0% | 6.1% | n/a | n/a | n/a | n/a | n/a | -14.9% |
| 11 | Kotak NIFTY Midcap 50 Index Fund | 90 | n/a | 0.5% | 12.3% | 7.0% | n/a | n/a | n/a | -0.17 | n/a | -20.4% |
| 12 | Kotak NIFTY Midcap 150 Index Fund | 82 | n/a | -0.8% | 10.0% | 3.9% | n/a | n/a | n/a | 0.22 | n/a | -13.9% |
| 13 | Kotak Multi Asset Allocation Fund | 71 | n/a | -1.0% | 2.3% | 14.2% | n/a | n/a | n/a | 0.9 | n/a | -12.0% |
| 14 | Kotak Nifty 100 Equal Weight Index Fund | 47 | n/a | -1.7% | 6.2% | 1.2% | n/a | n/a | n/a | -0.12 | n/a | -13.5% |
| 15 | Kotak Nifty Midcap 150 Momentum 50 Index Fund | 44 | n/a | -3.0% | 7.6% | 1.1% | n/a | n/a | n/a | -0.5 | n/a | -25.5% |
| 16 | Kotak Nifty 50 Equal Weight Index Fund | 36 | n/a | -1.8% | 3.0% | -1.0% | n/a | n/a | n/a | -0.1 | n/a | -12.5% |
| 17 | Kotak Nifty Commodities Index Fund | 31 | n/a | -5.4% | 0.2% | 6.7% | n/a | n/a | n/a | 0.23 | n/a | -9.9% |
| 18 | Kotak NIFTY 200 Quality 30 Index Fund | 30 | n/a | -1.3% | 3.5% | -6.5% | n/a | n/a | n/a | n/a | n/a | -15.2% |
| 19 | Kotak NIFTY 100 Low Volatility 30 Index Fund | 28 | n/a | -1.3% | 1.6% | -5.8% | n/a | n/a | n/a | -0.36 | n/a | -18.2% |
| 20 | Kotak BSE PSU Index Fund | 26 | n/a | -4.5% | -4.1% | 4.9% | n/a | n/a | n/a | -0.39 | n/a | -26.8% |
| 21 | Kotak Nifty India Tourism Index Fund | 10 | n/a | -1.2% | 7.1% | -18.8% | n/a | n/a | n/a | -0.66 | n/a | -31.1% |
| 22 | Kotak BSE Sensex Index Fund | 9 | n/a | -2.0% | -1.6% | -8.6% | n/a | n/a | n/a | -0.43 | n/a | -16.1% |
| 23 | Kotak Nifty Top 10 Equal Weight Index Fund | 3 | n/a | -3.4% | -2.5% | -10.9% | n/a | n/a | n/a | -0.99 | n/a | -18.6% |
| 24 | Kotak Nifty500 Momentum 50 Index Fund | n/a | n/a | -1.6% | 8.9% | n/a | n/a | n/a | n/a | n/a | n/a | -14.1% |
| 25 | Kotak Nifty200 Value 30 Index Fund | n/a | n/a | -6.1% | -2.1% | n/a | n/a | n/a | n/a | n/a | n/a | -13.5% |
A caveat worth keeping: funds often have co-managers, and results belong to the whole team and process rather than one person. A manager's book tells you about their range and consistency, not a guarantee of skill.
Cost & fund basics
| Detail | Value |
|---|---|
| Expense ratio (Direct) | 0.1% |
| Exit load | No exit load |
| Minimum investment | ₹100 |
| Fund size (AUM) | ₹910 Cr |
| Age | 5.5 years |
| Plan / Option | Direct · Growth |
| Benchmark | NIFTY500 |
How Kotak Nifty Next 50 Index Fund compares to peers
Overlap warning: funds in the same category often own many of the same stocks - holding several rarely adds the diversification people expect.
What these numbers mean
RS rating (1-99) ranks a fund's recent momentum against its category - higher is stronger right now. King Score (0-100) is a long-term quality composite (returns, consistency, drawdown, risk-adjusted return) versus peers. Max drawdown is the worst peak-to-bottom fall the fund has ever experienced. Rolling returns test every possible start date, so one lucky (or unlucky) entry point can't distort the picture. Every formula behind this page is public - see how we calculate every number.
Kotak Nifty Next 50 Index Fund review: the bottom line
Related
Frequently asked questions
Is Kotak Nifty Next 50 Index Fund a good mutual fund?
That depends on your goals and risk tolerance - this is descriptive research, not advice. On the numbers, Kotak Nifty Next 50 Index Fund scores 60/100 on our King Score and RS 64/99 within its category, has compounded 15.79% a year over three years, and its worst drawdown was -26.34%. Compare those against your needs and the peer table above.
What is the NAV of Kotak Nifty Next 50 Index Fund today?
The latest NAV is ₹20.66 (as of 2026-09-16). NAV (net asset value) is the per-unit price of the fund, published every business day by the AMC.
What is the expense ratio of Kotak Nifty Next 50 Index Fund?
The Direct-plan expense ratio is 0.1% a year. The Direct plan is cheaper than the Regular plan because it carries no distributor commission - over decades that gap compounds meaningfully.
Who is the fund manager of Kotak Nifty Next 50 Index Fund?
Kotak Nifty Next 50 Index Fund is managed by Satish Dondapati; Jeetu Sonar.
Is Kotak Nifty Next 50 Index Fund safe? How risky is it?
No market-linked fund is 'safe' in the fixed-deposit sense - the honest question is how deep its falls get. Its worst historical drawdown was -26.34% - ₹1 lakh briefly becoming about ₹73,660. As a index & fof, its risk profile is typical of that category. Look at the drawdown, volatility and bear-market figures above and ask whether you could stay invested through the bad stretches.
Is Kotak Nifty Next 50 Index Fund good for SIP?
We can't tell you what to do, but here is what actually happened: a ₹10,000 monthly SIP over the last 5 years grew ₹6.1 lakh into about ₹8.3 lakh (XIRR 12.34%). SIPs average your entry price, which helps most in funds that swing hard - check the crash-behaviour section above to see how it treats investors in bad markets.
What are the SIP returns of Kotak Nifty Next 50 Index Fund?
A ₹10,000/month SIP over 5 years would have grown to about ₹831,758 (an XIRR of 12.34%) on ₹610,000 invested, using the fund's actual NAV history. See the SIP table above for other durations.
How does Kotak Nifty Next 50 Index Fund rank among similar funds?
On 3-year returns it sits around the 95th percentile of its category, and its consistency ranks 31th percentile. 100th is best-in-class, 50th is average. See the category-ranking section above.
Is Kotak Nifty Next 50 Index Fund tax-efficient / what about capital gains?
As a index & fof, gains follow the rules for its asset class - equity-oriented funds are taxed differently from debt. All returns on this page are pre-tax; your actual post-tax return depends on your holding period and slab. This is descriptive information, not tax advice.
Direct or Regular plan - which is shown here?
All figures on this page are for the Direct-Growth plan (no distributor commission, lower cost). Returns are pre-tax; capital-gains tax depends on your own holding period and slab.
See Kotak Nifty Next 50 Index Fund live in the MF Terminal
Everything above is a static snapshot. The terminal is where you actually research it:
- Interactive price chart with EMAs & RSI
- The RS line plotted against its benchmark
- Full holdings, sector mix & portfolio overlap
- Point-in-time backtester & portfolio doctor
- Compare it side-by-side with any peer
- Screen 1,600+ funds on the same metrics
Data: AMFI NAV history, NSE indices, BSE StAR and monthly disclosures. All figures are pre-tax. Descriptive research and education only - nothing here is investment advice or a recommendation to buy, sell or hold any fund. Past performance does not guarantee future returns.