Kotak Nifty Small Cap 250 Index Fund
Direct · Growth ₹11.93
18 Aug 2026
NAV
4.2%
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.
-0.48
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 | ₹12.16 L | 2.4% | -27.5% | 23.4% |
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 | 2.4% | 14.4% | 9.4% | -12.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 4.2% | 3.7% | -6.5% | 15.0% | -0.48 | -0.48 | 83% | — | — |
-20.9%
Max Drawdown
8 mo
Drawdown Duration
4 mo
Recovery Time
-6.2%
Avg Drawdown
Calmar Ratio by Duration
0.20
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +12.35 | 1.06 | 106.0% | 89.7% | 8.9% | -2.9% |
| 3 Years | +4.64 | 1.08 | 109.0% | 97.1% | 5.1% | 0.9% |
| 5 Years | +2.97 | 1.08 | 109.0% | 97.1% | 3.0% | 0.5% |
| 7 Years | +2.26 | 1.08 | 109.0% | 97.1% | 2.1% | 0.4% |
| 10 Years | +1.74 | 1.08 | 109.0% | 97.1% | 1.5% | 0.3% |
| 12 Years | +1.53 | 1.08 | 109.0% | 97.1% | 1.3% | 0.2% |
| 15 Years | +1.34 | 1.08 | 109.0% | 97.1% | 1.0% | 0.2% |