TickerKhojKotak Mahindra Mutual Fund · Index Funds · Equity Index · Regular plan
Kotak Nifty Next 50 Index Fund - Regular Plan - Growth
₹19.3385NAV on 30 Oct 2026Expense ratio 0.69%
29 Oct 2025NAV low 17.21 · high 21.35-3.3%
In plain words
Over 3 years it returned +15.6% a year, against +7.4% for its benchmark index.
Its worst fall from a peak in the last 3 years was -26.5%.
On 3-year return it ranks 12 of 149 funds in Equity Index.
A monthly SIP over 5 years ended ₹10,266 higher in the direct plan than the regular plan, because of the lower expense ratio.
Past returns, not a promise of future returns or a recommendation.
Returns vs benchmark
| Period | Fund | Benchmark |
|---|---|---|
| 1 month | -2.9% | +1.9% |
| 3 months | -6.7% | -5.1% |
| 6 months | -2.6% | -3.2% |
| 1 year | -3.1% | -10.2% |
| 3 years (yearly) | +15.6% | +7.4% |
| 5 years (yearly) | +10.2% | +6.5% |
| Since start (yearly) | +13.1% | +11.2% |
Monthly SIP of ₹10,000
| Period | Invested | Value now | Yearly return |
|---|---|---|---|
| 1 year | ₹1,20,000 | ₹1,16,993 | -4.1% |
| 3 years | ₹3,60,000 | ₹3,79,983 | +3.4% |
| 5 years | ₹5,90,000 | ₹7,57,168 | +9.8% |
Other plan of this fund: Kotak Nifty Next 50 Index Fund - Direct Plan - Growth