Kotak Nifty Small Cap 50 Index Fund
Direct · Growth ₹22.14
19 Oct 2026
NAV
22.4%
3Y CAGR
21.8%
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.
6.06
Sharpe
-25.0%
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.
0.20%
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 | ₹12.72 L | 19.0% | -30.7% | 76.1% |
| 3 Years | ₹36.00 L | ₹42.37 L | 10.9% | 1.1% | 15.4% |
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 | 19.0% | 14.3% | 5.8% | +4.7% |
| 3 Years | 10.9% | 11.0% | 12.0% | -0.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 19.9% | 8.8% | -11.4% | 79.4% | 0.51 | 2.55 | 80% | — | — |
| 3 Years | 22.4% | 22.9% | 16.7% | 26.9% | 6.06 | — | 100% | — | — |
-25.0%
Max Drawdown
3 mo
Drawdown Duration
16 mo
Recovery Time
-5.7%
Avg Drawdown
Calmar Ratio by Duration
0.79
1Y
0.90
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +20.08 | 1.07 | 110.3% | 86.8% | 9.4% | -9.5% |
| 3 Years | +11.43 | 1.14 | 114.6% | 99.9% | 16.8% | 5.5% |
| 5 Years | +11.63 | 1.12 | 116.5% | 95.4% | 17.1% | 5.6% |
| 7 Years | +8.28 | 1.12 | 116.5% | 95.4% | 12.0% | 4.0% |
| 10 Years | +5.91 | 1.12 | 116.5% | 95.4% | 8.2% | 2.8% |
| 12 Years | +5.02 | 1.12 | 116.5% | 95.4% | 6.8% | 2.3% |
| 15 Years | +4.13 | 1.12 | 116.5% | 95.4% | 5.4% | 1.8% |