Kotak Nifty 50 Index Fund
Kotak Nifty 50 Index Fund is a index funds etfs fund of Kotak Mahindra Mutual Fund with ₹1,109 cr under management. It is ahead of its benchmark (Nifty 50 TRI) in 0 of 3 periods. Its direct plan charges 0.13% a year. Satish Dondapati has managed it for 5.3 years.
Has Kotak Nifty 50 Index Fund beaten its benchmark?
Ahead of its benchmark, Nifty 50 TRI, in 0 of 3 periods in AMFI's figures; −9.03% over the last year against −8.95%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −3.31% | −3.60% | — |
| 3 months | −5.83% | −5.03% | — |
| 6 months | −5.88% | −1.83% | — |
| 1 year | −9.12% | −4.06% | −5.06 pts |
| 3 years | +5.59% | +9.27% | −3.68 pts |
| 5 years | +5.25% | +8.00% | −2.75 pts |
| 10 years | — | +12.69% | — |
| Since start from 24 Jun 2021 | +7.97% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | −9.03% | −9.26% | −8.95% | −0.08 | 🔒 |
| 3y | +5.73% | +5.42% | +6.01% | −0.28 | 🔒 |
| 5y | +5.54% | +5.23% | +5.82% | −0.28 | 🔒 |
| 10y | — | — | — | — | — |
Value of 100, month-end
Jun 2021 to 14 Oct 2026₹100 put in at the start of Jun 2021 would be ₹151 on 14 Oct 2026, against ₹173 in the Nifty 500 TRI.
What does Kotak Nifty 50 Index Fund cost?
0.13% a year on the direct plan, 0.39% on the regular plan; 12 of 285 funds in its category charge less.
Who manages Kotak Nifty 50 Index Fund?
Satish Dondapati, since 21 Jun 2021; Abhishek Bisen, since 21 Jun 2021; Jeetu Valechha Sonar, since 9 Mar 2026.
What does Kotak Nifty 50 Index Fund hold?
Not read yet: the fund house's monthly portfolio file is not covered so far.
Questions people ask
Who manages Kotak Nifty 50 Index Fund?
Satish Dondapati (manager) since 21 Jun 2021; Abhishek Bisen (manager) since 21 Jun 2021; Jeetu Valechha Sonar (manager) since 9 Mar 2026.
What is the expense ratio of Kotak Nifty 50 Index Fund?
0.13% a year on the direct plan and 0.39% on the regular plan (expense report, Oct 2026).
How has Kotak Nifty 50 Index Fund done?
Its direct plan returned +5.73% a year over 3 years against +6.01% for its benchmark, Nifty 50 TRI, as of 13 Oct 2026.
See Kotak Nifty 50 Index Fund beside your own funds in Valarth
