Kotak Nifty Next 50 Index Fund
Kotak Nifty Next 50 Index Fund is a index funds etfs fund of Kotak Mahindra Mutual Fund with ₹1,331 cr under management. It is ahead of its benchmark (Nifty Next 50 TRI) in 0 of 3 periods. Its direct plan charges 0.29% a year. Satish Dondapati has managed it for 5.6 years.
Has Kotak Nifty Next 50 Index Fund beaten its benchmark?
Ahead of its benchmark, Nifty Next 50 TRI, in 0 of 3 periods in AMFI's figures; +1.20% over the last year against +1.43%.
Period returns
Direct Plan, growth · 3y and longer a year| Period | Fund | Nifty 500 TRI | Ahead |
|---|---|---|---|
| 1 month | −4.28% | −3.60% | — |
| 3 months | −4.09% | −5.03% | — |
| 6 months | +1.00% | −1.83% | — |
| 1 year | +1.88% | −4.06% | +5.94 pts |
| 3 years | +15.71% | +9.27% | +6.44 pts |
| 5 years | +9.87% | +8.00% | +1.87 pts |
| 10 years | — | +12.69% | — |
| Since start from 17 Mar 2021 | +14.10% | — | — |
Official figures
AMFI performance feed, 13 Oct 2026| Period | Direct | Regular | Benchmark | Ahead | Rank |
|---|---|---|---|---|---|
| 1y | +1.20% | +0.79% | +1.43% | −0.23 | 🔒 |
| 3y | +15.63% | +15.09% | +15.98% | −0.35 | 🔒 |
| 5y | +10.02% | +9.48% | +10.24% | −0.22 | 🔒 |
| 10y | — | — | — | — | — |
Value of 100, month-end
Mar 2021 to 14 Oct 2026₹100 put in at the start of Mar 2021 would be ₹209 on 14 Oct 2026, against ₹189 in the Nifty 500 TRI.
What does Kotak Nifty Next 50 Index Fund cost?
0.29% a year on the direct plan, 0.69% on the regular plan; 100 of 285 funds in its category charge less.
Who manages Kotak Nifty Next 50 Index Fund?
Satish Dondapati, since 10 Mar 2021; Jeetu Valechha Sonar, since 9 Mar 2026.
What does Kotak Nifty Next 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 Next 50 Index Fund?
Satish Dondapati (manager) since 10 Mar 2021; Jeetu Valechha Sonar (manager) since 9 Mar 2026.
What is the expense ratio of Kotak Nifty Next 50 Index Fund?
0.29% a year on the direct plan and 0.69% on the regular plan (expense report, Oct 2026).
How has Kotak Nifty Next 50 Index Fund done?
Its direct plan returned +15.63% a year over 3 years against +15.98% for its benchmark, Nifty Next 50 TRI, as of 13 Oct 2026.
See Kotak Nifty Next 50 Index Fund beside your own funds in Valarth
