Kotak Nifty Next 50 Index Fund
Direct · Growth ₹21.81
18 Aug 2026
NAV
19.6%
3Y CAGR
14.2%
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.
8.58
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 | 16.5% | -31.7% | 91.3% |
| 3 Years | ₹36.00 L | ₹46.67 L | 21.0% | 2.1% | 39.8% |
| 5 Years | ₹60.00 L | ₹84.69 L | 13.7% | 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 | 16.5% | 14.4% | 9.4% | +2.0% |
| 3 Years | 21.0% | 11.1% | 12.3% | +9.9% |
| 5 Years | 13.7% | 10.4% | 14.1% | +3.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.1% | 6.5% | -12.2% | 72.3% | 0.40 | 1.55 | 74% | — | — |
| 3 Years | 19.6% | 19.5% | 12.2% | 24.8% | 4.57 | — | 100% | — | — |
| 5 Years | 14.2% | 14.1% | 12.4% | 16.5% | 8.58 | — | 100% | — | — |
-26.3%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-7.2%
Avg Drawdown
Calmar Ratio by Duration
0.61
1Y
0.74
3Y
0.54
5Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +14.86 | 1.10 | 114.2% | 95.2% | 11.0% | -2.9% |
| 3 Years | +12.06 | 1.15 | 118.0% | 104.0% | 20.0% | 7.8% |
| 5 Years | +6.04 | 1.07 | 105.0% | 97.4% | 14.0% | 7.8% |
| 7 Years | +4.91 | 1.04 | 102.4% | 94.4% | 12.4% | 7.5% |
| 10 Years | +3.42 | 1.04 | 102.4% | 94.4% | 8.6% | 5.2% |
| 12 Years | +2.86 | 1.04 | 102.4% | 94.4% | 7.1% | 4.3% |
| 15 Years | +2.32 | 1.04 | 102.4% | 94.4% | 5.6% | 3.4% |