Kotak Nifty Small Cap 250 Index Fund
Direct · Growth ₹11.32
19 Oct 2026
NAV
4.8%
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.
-0.39
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.
0.15%
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 | ₹12.30 L | 5.4% | -27.5% | 25.0% |
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 | 5.4% | 14.3% | 5.8% | -8.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 4.8% | 4.8% | -6.5% | 15.0% | -0.39 | -0.41 | 87% | — | — |
-20.9%
Max Drawdown
8 mo
Drawdown Duration
4 mo
Recovery Time
-5.8%
Avg Drawdown
Calmar Ratio by Duration
0.23
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +13.07 | 1.00 | 100.5% | 83.5% | 1.6% | -11.4% |
| 3 Years | +4.47 | 1.04 | 104.5% | 93.6% | 3.3% | -0.9% |
| 5 Years | +2.78 | 1.04 | 104.5% | 93.6% | 1.9% | -0.5% |
| 7 Years | +2.07 | 1.04 | 104.5% | 93.6% | 1.4% | -0.4% |
| 10 Years | +1.54 | 1.04 | 104.5% | 93.6% | 1.0% | -0.3% |
| 12 Years | +1.32 | 1.04 | 104.5% | 93.6% | 0.8% | -0.2% |
| 15 Years | +1.11 | 1.04 | 104.5% | 93.6% | 0.6% | -0.2% |