Kotak Nifty Next 50 Index Fund
Direct · Growth ₹19.52
26 Oct 2026
NAV
19.4%
3Y CAGR
13.4%
5Y CAGR
15.7%
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.
4.36
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.
0.10%
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 | ₹12.55 L | 16.1% | -31.7% | 91.3% |
| 3 Years | ₹36.00 L | ₹46.32 L | 20.1% | 0.7% | 39.8% |
| 5 Years | ₹60.00 L | ₹84.32 L | 13.5% | 8.6% | 15.7% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 16.1% | 14.3% | 5.7% | +1.8% |
| 3 Years | 20.1% | 11.0% | 11.9% | +9.0% |
| 5 Years | 13.5% | 10.4% | 14.0% | +3.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.7% | 6.4% | -12.2% | 72.3% | 0.39 | 1.50 | 75% | — | — |
| 3 Years | 19.4% | 19.2% | 12.2% | 24.8% | 4.52 | — | 100% | — | — |
| 5 Years | 13.4% | 13.9% | 9.8% | 16.5% | 4.36 | — | 100% | — | — |
-26.3%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-7.2%
Avg Drawdown
Calmar Ratio by Duration
0.60
1Y
0.74
3Y
0.51
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +9.64 | 1.07 | 111.8% | 99.1% | -4.5% | -12.7% |
| 3 Years | +9.99 | 1.14 | 115.1% | 103.6% | 15.3% | 5.4% |
| 5 Years | +5.74 | 1.06 | 104.4% | 97.6% | 10.1% | 4.5% |
| 7 Years | +4.05 | 1.04 | 101.6% | 95.0% | 10.5% | 6.5% |
| 10 Years | +2.83 | 1.04 | 101.6% | 95.0% | 7.3% | 4.5% |
| 12 Years | +2.38 | 1.04 | 101.6% | 95.0% | 6.0% | 3.7% |
| 15 Years | +1.93 | 1.04 | 101.6% | 95.0% | 4.8% | 3.0% |