Kotak Nifty 50 Equal Weight Index Fund Direct Growth

Scheme code: INF174KA1UE2 NAV value: ₹ 10.2930 NAV date: 19 March, 2026 TER: 0.22%

Fund option: Direct Fund type: Growth

Asset class: Other Asset category: Index Funds

Rolling returns

Duration	Min (%)	Max (%)	Median (%)	Average return (%)	Category average return (%)
1 year	9.55	18.69	13.63	14.13	9.23

Index

Metrics

NIFTY 50

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-7.02	20.62	5.61	14.13
3 year	6.28	30.95	15.04
5 year	8.38	26.02	14.22
7 year	10.18	15.62	12.93
10 year	11.42	12.93	12.18
15 year	-5.65	15.88	6.78

NIFTY 100

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	19.78	4.49	14.13
3 year	6.56	19.64	13.57
5 year	9.22	12.29	10.75

NIFTY 200

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.39	20.91	4.75	14.13
3 year	7.68	21.49	15.06
5 year	10.37	13.5	11.93

NIFTY 500

Duration	Min (%)	Max (%)	Average return (%)	Fund's return (%)
1 year	-8.47	20.67	4.16	14.13
3 year	8.04	32.03	17.81
5 year	8.18	28.64	15.34
7 year	10.64	16.42	13.77
10 year	12.56	14.06	13.31

If you invest ₹1 lakh per month in this fund through SIP, here are the estimated returns over different timeframes.

Duration	Invested amount	Final value	Return	CAGR (%)

Index	Metrics

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,77,833 - Absolute Returns: ₹77,833 - CAGR: %

Max Drawdown

-9.66 %

Drawdown Duration

1 months

Avg Drawdown

-2.12 %

1 Y

1.4623

vs NIFTY 50

Duration	Alpha	Beta	Upside Capture	Downside Capture	Fund CAGR	Benchmark CAGR
1 year	5.62	1.02	104.6	97.1	9.56 %	4.00 %
3 years	2.09	1.04	105.4	98.8	1.49 %	-0.33 %
5 years	1.36	1.04	105.4	98.8	0.89 %	-0.20 %
7 years	1.04	1.04	105.4	98.8	0.64 %	-0.14 %
10 years	0.81	1.04	105.4	98.8	0.45 %	-0.10 %
12 years	0.71	1.04	105.4	98.8	0.37 %	-0.08 %
15 years	0.63	1.04	105.4	98.8	0.30 %	-0.07 %