Kotak Nifty 50 ETF

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Value Research Rating


Analyst’s Choice




Very High

₹254.5038 -0.27%

As on 21-Jun-2024


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Calculate SIP Returns of Kotak Nifty 50 ETF

Upfront Investment

Monthly SIP Amount

Investment Duration


Risk info

This fund has Very High risk.

Low to Moderate
Moderately High
Very High

As per SEBI's Riskometer.

Portfolio of Kotak Nifty 50 ETF

Asset Allocation

Split between different types of investments

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Market Cap Weightage

Split between categories of Equity investments

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Peer Comparison

Other details of Kotak Nifty 50 ETF

Assets info

₹2,279 Cr

Exit Load (Days) info


Min. Investment (₹)


Min. Withdrawal (₹)


Min. SIP Investment (₹)


Min. No of Cheques


Investment Strategy

The scheme seeks to provide returns before expenses that closely correspond to the total returns of the Nifty 50 subject to tracking errors.


"When you invest for five years or more, you can expect gains that comfortably beat the inflation rate as well as returns of fixed income options. But be prepared for ups and downs in your investment value along the way.

This is a fund that invests in big companies. Compared to those that invest in smaller companies, such funds tend to fall less when stock prices fall. Therefore, they are more suited to conservative equity investors.

Like for all equity funds, you must invest only through the SIP route. Click here to read a primer on SIP investing.

Warning: Do not invest in this, or any other large-cap fund, if you need to redeem your investment in less than five years.

Capital Gains Taxation

  • If the mutual fund units are sold after 1 year from the date of investment, gains upto Rs 1 lakh in a financial year are exempt from tax. Gains over Rs 1 lakh are taxed at the rate of 10%.
  • If the mutual fund units are sold within 1 year from the date of investment, entire amount of gain is taxed at the rate of 15%.
  • No tax is to be paid as long as you continue to hold the units.

Dividend Taxation

  • Dividends are added to the income of the investors and taxed according to their respective tax slabs. Further, if an investor's dividend income exceeds Rs. 5,000 in a financial year, the fund house also deducts a TDS of 10% before distributing the dividend.

FAQ for Kotak Nifty 50 ETF

Kotak Nifty 50 ETF is mandated to invest at least 80 per cent of its assets in large-cap stocks at all times. Being passively managed, it replicates the portfolio of its chosen benchmark index.

Mutual funds can be bought directly from the website of the fund house. For instance, Kotak Nifty 50 ETF fund can be purchased from the website of Kotak Mahindra Mutual Fund. You can also buy mutual funds through platforms like MF Central, MF Utility, among others. However, if you are not comfortable buying mutual funds online, you can seek help of a mutual fund distributor. Most banks also act as mutual fund distributors. So you can connect with your bank for assistance.

The NAV of Kotak Nifty 50 ETF is ₹254.5038 as of 24-Jun-2024.

The AUM of Kotak Nifty 50 ETF Fund is ₹2,279 Cr as of 31-May-2024

The riskometer level of Kotak Nifty 50 ETF is Very High. See More

As of 31-May-2024, Kotak Nifty 50 ETF had invested 99.61% in Equity and 0.39% in Cash & Cash Eq. See More

Kotak Nifty 50 ETF is 14 years 4 months old. It has delivered 12.72% returns since inception. See More

Since Inception

No, There is no lock in period in Kotak Nifty 50 ETF.

The expense ratio of Kotak Nifty 50 ETF is 0.04.

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