Kotak Nifty Small Cap 50 Index Fund
Direct · Growth ₹23.15
18 Aug 2026
NAV
23.9%
3Y CAGR
23.0%
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.
13.04
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 | ₹12.61 L | 18.5% | -30.7% | 76.1% |
| 3 Years | ₹36.00 L | ₹42.13 L | 10.2% | 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 | 18.5% | 14.4% | 9.4% | +4.0% |
| 3 Years | 10.2% | 11.1% | 12.3% | -0.9% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 20.3% | 7.6% | -11.4% | 79.4% | 0.51 | 2.54 | 79% | — | — |
| 3 Years | 23.9% | 23.5% | 21.5% | 26.9% | 13.04 | — | 100% | — | — |
-25.0%
Max Drawdown
3 mo
Drawdown Duration
16 mo
Recovery Time
-5.8%
Avg Drawdown
Calmar Ratio by Duration
0.81
1Y
0.95
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +19.04 | 1.15 | 118.4% | 94.5% | 14.7% | -2.9% |
| 3 Years | +14.97 | 1.16 | 120.5% | 102.3% | 22.9% | 7.8% |
| 5 Years | +11.53 | 1.14 | 118.6% | 97.0% | 18.0% | 6.5% |
| 7 Years | +8.23 | 1.14 | 118.6% | 97.0% | 12.6% | 4.6% |
| 10 Years | +5.89 | 1.14 | 118.6% | 97.0% | 8.6% | 3.2% |
| 12 Years | +5.03 | 1.14 | 118.6% | 97.0% | 7.2% | 2.7% |
| 15 Years | +4.17 | 1.14 | 118.6% | 97.0% | 5.7% | 2.1% |