Kotak Nifty Next 50 Index Fund Direct Growth

Scheme code: INF174KA1GA9 NAV value: ₹ 18.0321 NAV date: 29 January, 2025
Fund option: Direct Fund type: Growth
Asset class: Other Asset category: Index Funds

Rolling returns

Summary

Duration Min (%) Max (%) Average XIRR (%) Category average XIRR (%)
1 year 24.04 80.05 55.90 25.43
3 year 15.31 26.31 21.20 16.19

Comparison vs benchmark returns

Index Metrics
NIFTY 50
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 3.31 36.8 23.16 55.9
3 year 7.63 16.87 13.32 21.2
5 year 12.6 19.62 15.37
7 year 10.81 15.2 13.42
10 year 9.81 13.99 12.12
NIFTY 100
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.39 43.15 27.99 55.9
3 year 7.94 17.89 14.14 21.2
5 year 13.28 20.23 15.93
7 year 10.62 15.28 13.42
10 year 10.08 14.47 12.61
NIFTY 200
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 4.97 45.4 30.7 55.9
3 year 9.26 19.51 15.7 21.2
5 year 14.45 21.69 17.28
7 year 11.07 15.88 13.98
10 year 10.64 15.2 13.25
NIFTY 500
Duration Min (%) Max (%) Average return (%) Fund's return (%)
1 year 5.16 46.61 32.69 55.9
3 year 9.84 20.48 16.73 21.2
5 year 15.2 22.82 18.38
7 year 11.31 16.28 14.37
10 year 11.16 15.89 13.85

Rolling return for 1 year

Average return: 55.90%
Min Max Min-Max Max-Min Standard Deviation Mean From To
28.7 24.04 28.7 24.04 2.33 26.37 01-2024 01-2025
40.81 37.69 51.41 28.05 8.34 39.49 12-2023 12-2024
52.84 48.83 63.35 39.26 8.64 51.07 11-2023 11-2024
62.43 69.81 80.05 53.19 9.85 66.37 10-2023 10-2024
66.25 67.23 73.88 59.9 4.96 66.82 09-2023 09-2024
61.09 66.69 72.64 55.54 6.36 63.99 08-2023 08-2024
63.39 65.34 71.31 57.7 4.86 64.44 07-2023 07-2024
52.1 64.9 71.86 45.95 10.22 58.7 06-2023 06-2024
59.58 64.64 74.04 50.96 8.36 62.3 05-2023 05-2024
62.88 64.46 71.44 56.25 5.4 63.76 04-2023 04-2024
54.8 57.91 64.17 48.89 5.51 56.44 03-2023 03-2024
49.53 52.23 59.57 42.65 6.06 51 02-2023 02-2024

Rolling return for 3 year

Average return: 21.20%
Min Max Min-Max Max-Min Standard Deviation Mean From To
19.95 16.77 19.95 16.77 1.59 18.36 01-2022 01-2025
19.93 20.23 22.87 17.36 1.95 20.1 12-2021 12-2024
17.63 17.89 20.26 15.31 1.75 17.77 11-2021 11-2024
19.3 20.79 23.46 16.71 2.44 20.07 10-2021 10-2024
21.88 22.17 23.72 20.36 1.19 22.03 09-2021 09-2024
22.22 22.68 25.08 19.88 1.85 22.46 08-2021 08-2024
23.59 24.62 25.55 22.66 1.08 24.1 07-2021 07-2024
20.11 23.36 25.1 18.44 2.62 21.75 06-2021 06-2024
22.71 23.18 26.31 19.67 2.35 22.97 05-2021 05-2024
22.99 23.16 25.11 21.08 1.43 23.08 04-2021 04-2024
20.02 20.91 22.39 18.56 1.39 20.47 03-2021 03-2024