Edelweiss Mutual Fund
Edelweiss Nifty Next 50 Index Fund - Direct Plan - Growth
Index / ETF
+16.1% 3Y CAGR
Kotak Mahindra Mutual Fund
Index / ETF · Direct · Growth
NAV as of 30 Oct 2026 · Source: AMFI
Kotak Nifty Next 50 Index Fund is an Index / ETF fund from Kotak Mahindra Mutual Fund, with NAVs going back to March 2021. This page covers its direct plan, growth option. It manages ₹1,352 crore, the 5th largest of 17 funds tracking the Nifty Next 50 TRI. Its expense ratio is 0.29% a year, lower than the median of 0.42% for funds tracking the Nifty Next 50 TRI.
Over the last three years it returned 16.09% a year, 3rd of 12 funds tracking the Nifty Next 50 TRI (median 16.01%). Over five years it returned 10.71% a year, 1st of 6. It is 0.35 percentage points a year behind its benchmark, the Nifty Next 50 TRI, over three years, on AMFI's figures. Its biggest fall from a peak in the last three years was 26.3%, and AMFI's riskometer rates it Very High.
Annualised (CAGR) for periods over a year, calculated from AMFI NAVs up to 30 Oct 2026. Past performance does not guarantee future returns. How we calculate returns
1 Year
-2.72%
3 Years
+16.09%
5 Years
+10.71%
Since launch (17 Mar 2021)
+13.61%
Fund and benchmark returns as published by AMFI for 29 Oct 2026, so both sides use the same date and method. They can differ slightly from the figures above.
| Period | This fund | Benchmark | Difference |
|---|---|---|---|
| 1 Year | -2.34% | -2.12% | -0.22 pts |
| 3 Years | +16.42% | +16.77% | -0.35 pts |
| 5 Years | +10.84% | +11.08% | -0.24 pts |
| Since launch | +13.03% | +13.04% | -0.01 pts |
Measured from this fund's own daily NAVs over the last three years.
Volatility (annualised)
18.6%
How much the NAV typically swings in a year. Higher means a bumpier ride.
Worst fall from a peak
-26.3%
The biggest drop from a high to a later low. A sense of what a bad stretch has looked like.
Daily NAV since 17 Mar 2021.
These come from the fund's monthly factsheet and Scheme Information Document (SID). We don't show them yet, because we can't keep them accurate. Check them on Kotak Mahindra Mutual Fund's website before you invest.
Funds next to Kotak Nifty Next 50 Index Fund, tracking the same index, ranked by 3-year return.
Edelweiss Mutual Fund
Index / ETF
+16.1% 3Y CAGR
Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option
Research-only · No transactions