Kotak Nifty Next 50 Index Fund Direct Growth

Scheme code: INF174KA1GA9 NAV value: ₹ 18.5666 NAV date: 19 March, 2026 TER: 0.10%
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Median (%) Average return (%) Category average return (%)
1 year-12.2472.306.3117.119.23
3 year12.2424.7819.6719.5715.72

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -7.0220.625.6117.11
3 year 6.2830.9515.0419.57
5 year 8.3826.0214.22
7 year 10.1815.6212.93
10 year 11.4212.9312.18
15 year -5.6515.886.78
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4719.784.4917.11
3 year 6.5619.6413.5719.57
5 year 9.2212.2910.75
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.3920.914.7517.11
3 year 7.6821.4915.0619.57
5 year 10.3713.511.93
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year -8.4720.674.1617.11
3 year 8.0432.0317.8119.57
5 year 8.1828.6415.34
7 year 10.6416.4213.77
10 year 12.5614.0613.31

SIP rolling returns

Summary

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 (%)

Comparison vs benchmark returns

Index Metrics

SIP return for 1 year

- Total Invested Amount: ₹12,00,000 - Final Portfolio Value: ₹12,71,326 - Absolute Returns: ₹71,326 - CAGR: %

SIP return for 3 year

- Total Invested Amount: ₹36,00,000 - Final Portfolio Value: ₹48,72,433 - Absolute Returns: ₹12,72,433 - CAGR: %

SIP return for 5 year

- Total Invested Amount: ₹60,00,000 - Final Portfolio Value: ₹85,02,262 - Absolute Returns: ₹25,02,262 - CAGR: %

Drawdown Metrics

Max Drawdown

-26.34 %

Drawdown Duration

5 months

Avg Drawdown

-7.06 %

Calmar Ratio by Duration

1 Y

0.6497

3 Y

0.7431

Benchmark Comparison

vs NIFTY 50

Duration Alpha Beta Upside Capture Downside Capture Fund CAGR Benchmark CAGR
1 year 5.35 1.07 111.7 104.6 9.17 % 4.00 %
3 years 8.26 1.14 113.4 102.8 20.20 % 11.28 %
5 years 4.35 1.03 101.0 95.2 14.44 % 9.97 %
7 years 3.07 1.03 101.0 95.2 10.11 % 7.02 %
10 years 2.18 1.03 101.0 95.2 6.98 % 4.86 %
12 years 1.82 1.03 101.0 95.2 5.78 % 4.04 %
15 years 1.49 1.03 101.0 95.2 4.60 % 3.22 %