Kotak Mahindra Mutual Fund

Kotak NIFTY Next 50 ETF

Kotak Mahindra Mutual Fund

Expense Ratio: -
Risk: -
Other Scheme - Other ETFs
Plan: Regular
Benchmark: -
Inception: 18-12-2025
Exit Load: Nil
Fund Size:₹7.21 Cr

Performance

1Y
FundN/A
Cat. Avg.4.48%
2Y
FundN/A
Cat. Avg.2.94%
3Y
FundN/A
Cat. Avg.-20.61%
5Y
FundN/A
Cat. Avg.-17.00%
10Y
FundN/A
Cat. Avg.-20.06%
SI
Fund3.50%
Cat. Avg.-5.73%

Fund Facts

No available Data

Taxation

Any Holding Period (STCG & LTCG):As per Income Slab Rate

*Tax rates as per Finance Act 2024. Surcharge & cess may apply.

No available Data

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Kotak Mahindra Mutual Fund
NAV / Fund Size₹146.96₹60,941.07 Cr
Mid Cap FundVery High RiskEquity

7.67%

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19.61%

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SIP Returns

7th
PeriodSIP DateInv(₹)Val(₹)Abs(%)XIRR
SI07 May, 261500015239+1.6%N/A

Lumpsum Returns

PeriodInv DateInv(₹)Val(₹)Abs(%)CAGR
SI20 Apr, 261 L.1.03 L.+2.6%N/A

SIP Planner

Visualize how small monthly investments grow over time.

Years
%
%

Beat inflation and compound wealth faster with an annual step-up.

%
%
Future Value

₹23.80L

With SIP Amount ₹5,000
Total Invested
₹9.00L
Total Gained
₹14.80L
SIP Invested₹9.00L
SIP Gain₹14.80L
Lumpsum Inv.₹0
Lumpsum Gain₹0

Reality Check: Your future value will be today's ₹8.62L at inflation rate 7%

Tip: You can set a Goal first in the Goal Planner to calculate SIP targets adjusted for inflation.

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