Kotak Nifty Small Cap 250 Index Fund
Direct · Growth ₹11.74
06 Jul 2026
NAV
3.8%
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.
-0.56
Sharpe
-20.9%
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 | ₹12.09 L | -0.0% | -27.5% | 22.3% |
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 | -0.0% | 14.5% | 9.1% | -14.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3.8% | 3.2% | -6.5% | 15.0% | -0.56 | -0.54 | 82% | — | — |
-20.9%
Max Drawdown
8 mo
Drawdown Duration
4 mo
Recovery Time
-6.5%
Avg Drawdown
Calmar Ratio by Duration
0.18
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.15 | 1.08 | 103.7% | 97.8% | 1.0% | -3.4% |
| 3 Years | +3.90 | 1.09 | 109.2% | 98.9% | 4.4% | 1.0% |
| 5 Years | +2.55 | 1.09 | 109.2% | 98.9% | 2.6% | 0.6% |
| 7 Years | +1.97 | 1.09 | 109.2% | 98.9% | 1.9% | 0.4% |
| 10 Years | +1.54 | 1.09 | 109.2% | 98.9% | 1.3% | 0.3% |
| 12 Years | +1.38 | 1.09 | 109.2% | 98.9% | 1.1% | 0.3% |
| 15 Years | +1.22 | 1.09 | 109.2% | 98.9% | 0.9% | 0.2% |