Kotak Nifty Next 50 Index Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal option
Copies an index like the Nifty 50 or Sensex. Low fees, no active fund manager, returns match the market. From Kotak Mahindra Mutual Fund. It's been running since 17 Mar 2021.
What ₹1 lakh would have become
Based on past returnsThese are calculations from the fund's past prices, not a prediction. Real future returns can and often do differ.
Play with a monthly investment
Slide the amount and switch the duration. Left column uses real past prices. Right column projects forward using this fund's historical rate — a calculation, not a prediction.
Vs 500 other funds in Other Scheme - Index Funds
Descriptive rankings within the same category and plan. Not a recommendation — one fund beating another historically does not mean it will continue to do so.
Year by year
Calendar-year returns. 6 of last 6 years were positive.
Price over time
How the per-unit price has moved. Tap a range to zoom in.
Bumpiness & worst drops
The value swings roughly 18% up or down in a typical year. Finance-speak calls this volatility.
A lump sum invested at the previous peak would have temporarily lost about this much before recovering. Finance-speak calls this max drawdown.
Similar funds you might want to look at
Same category, same plan, sorted by 3-year return. Not recommendations — just neighbours.
Head-to-head comparisons
Side-by-side comparisons of Kotak Nifty Next 50 Index Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal option against other index funds.
Technical details (for the pros)
Fund info
- Fund house
- Kotak Mahindra Mutual Fund
- Category
- Other Scheme - Index Funds
- Plan
- Direct
- Option
- IDCW
- ISIN (Growth)
- INF174KA1FZ8
- ISIN (Div re-invest)
- INF174KA1GB7
- Fund code
- 148746
- First price on record
- 17 Mar 2021 · 1,348 daily prices
About Kotak Nifty Next 50 Index Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal option
Kotak Nifty Next 50 Index Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal option is a Other Scheme - Index Funds offered by Kotak Mahindra Mutual Fund under the Direct plan with the IDCW option. It has approximately 6 years of NAV track record. The fund falls in the index category — Copies an index like the Nifty 50 or Sensex. Low fees, no active fund manager, returns match the market.
The current NAV of Kotak Nifty Next 50 Index Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal option is ₹21.3945 (as of 4 Sep 2026). Historically, it has delivered 9.26% over the last year, 17.88% CAGR over 3 years, 12.11% CAGR over 5 years. Returns are historical and don't predict future performance.
Over the last three years, the fund's prices have moved with 18.5% annualised volatility — a "high" level of bumpiness; its deepest peak-to-trough fall on record was 26.3%. Being mentally prepared for drawdowns of this size is what separates long-term investors from reactive traders.
Frequently asked
What is the latest NAV of Kotak Nifty Next 50 Index Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal option?+
The latest NAV of Kotak Nifty Next 50 Index Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal option is ₹21.3945 as of 4 Sep 2026, down 0.23% from the previous day. NAV is updated once a business day after the market close.
What are the returns of Kotak Nifty Next 50 Index Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal option?+
Kotak Nifty Next 50 Index Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal option has delivered 1-year return 9.26%, 3-year CAGR 17.88%, 5-year CAGR 12.11%, since-inception CAGR 15.55%. Returns are historical and don't predict future performance — markets move in cycles.
What category does Kotak Nifty Next 50 Index Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal option belong to?+
Kotak Nifty Next 50 Index Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal option is categorised as Other Scheme - Index Funds. Copies an index like the Nifty 50 or Sensex. Low fees, no active fund manager, returns match the market.
How risky is Kotak Nifty Next 50 Index Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal option?+
Based on its 3-year annualised volatility of 18.5%, Kotak Nifty Next 50 Index Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal option sits in the "high" risk bucket. Volatility measures how much prices swing — higher means bigger ups and downs along the way.
Is Kotak Nifty Next 50 Index Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal option a direct plan?+
Kotak Nifty Next 50 Index Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal option is a Direct plan (no distributor commission — lower expense ratio) with the IDCW option (periodic distributions, taxable at your slab rate).
How old is Kotak Nifty Next 50 Index Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal option?+
Kotak Nifty Next 50 Index Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal option has NAV history available from 17 Mar 2021 — approximately 6 years of track record and 1,348 daily NAV observations.
Numbers are computed from stored daily prices from mfapi.in/AMFI. This is descriptive analytics, not investment advice. Past performance is not indicative of future returns.