Nifty Next 50 Index Funds Compared
Every Nifty Next 50 Index mutual fund's 1, 3 and 5-year return, SIP return and record against the Nifty 50, ranked by a stated measure, from AMFI NAVs.
As of 30 Sep 2026, there are 13 Nifty Next 50 Index funds with at least 3 years of NAVs. Over 5 years their direct plans returned a median 11.1% a year. The highest 5-year return was Kotak Nifty Next 50 Index Fund at 11.2% a year.
All Nifty Next 50 Index funds, ranked by 5-year return
| # | Fund | 1y | 3y | 5y | 10y | 5y regular | 5y SIP XIRR | Expense ratio (direct) |
|---|---|---|---|---|---|---|---|---|
| 1 | Kotak Nifty Next 50 Index Fund | 3.5% | 16.3% | 11.2% | — | 10.7% | 11.9% | 0.24% |
| 2 | DSP Nifty Next 50 Index Fund | 3.4% | 16.2% | 11.1% | — | 10.7% | 11.9% | 0.36% |
| 3 | Motilal Oswal Nifty Next 50 Index Fund | 3.4% | 16.3% | 11.1% | — | 10.3% | 11.8% | 0.40% |
| 4 | UTI - Nifty Next 50 Index Fund | 3.4% | 16.3% | 11.1% | — | 10.6% | 11.9% | 0.42% |
| 5 | SBI Nifty Next 50 Index Fund | 3.4% | 16.2% | 11.0% | — | 10.5% | 11.8% | 0.37% |
| 6 | ICICI Prudential Nifty Next 50 Index Fund | 3.2% | 16.1% | 10.9% | 12.3% | 10.5% | 11.6% | 0.37% |
| — | Aditya Birla Sun Life Nifty Next 50 Index Fund | 3.5% | 16.1% | — | — | — | — | 0.45% |
| — | Axis Nifty Next 50 Index Fund | 3.5% | 16.3% | — | — | — | — | 0.21% |
| — | Edelweiss Nifty Next 50 Index Fund | 3.6% | 16.4% | — | — | — | — | 0.20% |
| — | HDFC Nifty Next 50 index Fund | 3.3% | 16.0% | — | — | — | — | 0.35% |
| — | HSBC Nifty Next 50 Index Fund | 3.1% | 15.9% | — | — | — | — | 0.41% |
| — | LIC MF Nifty Next 50 Index Fund | 3.7% | 16.3% | — | — | — | — | 0.32% |
| — | Navi Nifty Next 50 Index Fund | 3.4% | 16.2% | — | — | — | — | 0.25% |
Direct plans, Growth option, to 30 Sep 2026. Funds that closed or merged are not in AMFI's current list, so the category looks a little better than investors actually did (survivorship). Returns are yearly (CAGR) from AMFI month-end NAVs of the Growth option. An index's return is measured through a low-cost index fund's direct plan, so it is a little below the index itself. Past returns do not tell you what a fund will do next, and this is not a recommendation to buy or sell any fund. Other categories: all mutual fund categories.
Key takeaways
Frequently asked questions
Which Nifty Next 50 Index fund has given the highest returns?
Over the 5 years to 30 Sep 2026, Kotak Nifty Next 50 Index Fund (direct plan) at 11.2% a year. Past returns do not predict future ones.
What is the average return of Nifty Next 50 Index funds?
The median direct plan returned 11.1% a year over 5 years to 30 Sep 2026.