Kotak Nifty Next 50 Index Fund
Direct · Growth ₹20.72
21 Apr 2026
NAV
19.6%
3Y CAGR
14.1%
5Y CAGR
16.2%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
6.85
Sharpe
-26.3%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
NA
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.54 L | 16.9% | -31.7% | 91.3% |
| 3 Years | ₹36.00 L | ₹47.36 L | 22.6% | 2.1% | 39.8% |
| 5 Years | ₹60.00 L | ₹82.67 L | 12.8% | 8.6% | 15.7% |
Fund SIP vs NIFTY 50
| Duration | Fund XIRR | Benchmark CAGR | Difference |
|---|---|---|---|
| 1 Year | 16.9% | 1.0% | +15.9% |
| 3 Years | 22.6% | 11.4% | +11.2% |
| 5 Years | 12.8% | 11.3% | +1.6% |