Kotak Nifty 50 Index Fund

Index Funds / ETFsOther Rank 105 of 199

NAV · Direct-Growth

₹16.07-0.09-0.54%

As of 18 Aug 2026 · AMFI

NAV growth-1.9%

Aug ’25Aug ’26

Arthkar verdictA balanced read

Returns

Lags category

0 of 3 periods ahead

Consistency

Strong

positive in 4 of 5 years

Trails its Index Funds / ETFs category on 1Y, 3Y & 5Y.

1Y return

-1.9%

-8.8 vs cat

3Y CAGR

+8.7%

-3.7 vs cat

5Y CAGR

+8.8%

-0.6 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

13.6%

3Y std dev

Go deeper on Kotak Nifty 50 Index Fund

Two data-only views, computed from this fund's real NAV history — no projections.

Kotak Nifty 50 Index Fund SIP returnsWhat ₹1,000–₹25,000/month actually became, 3 to 20 years — real results, with drawdowns and an FD comparison.Kotak Nifty 50 Index Fund real oddsYour real chances over every start date in history — how often it made money and beat a fixed deposit.

In plain English

Kotak Nifty 50 Index Fund is a Index Funds / ETFs scheme from Kotak Mahindra. Long-run track record: about 8.8% CAGR over 5 years. Worst historical drawdown: -16% in Jun 2022, recovered in 5 months.

Auto-generated from holdings, returns and risk data. No paid placement, no copy-pasted boilerplate.

NAV history

Showing Direct · Growth · INF174KA1HA7

NAV (Direct-Growth)

₹16.0650

Last 1Y

-1.94%

Aug 25Min ₹14.74 · Max ₹17.36 · 247 ptsAug 26

Drawdown stories

The crashes you should know about — and how long the fund took to recover.

Jun 2022

-16.5%

Peak ₹11.74 on 18 Oct 2021 → trough ₹9.81 on 17 Jun 2022 (8 months down).

Recovered in 5 months· 11 Nov 2022

Mar 2025

-15.7%

Peak ₹17.11 on 26 Sept 2024 → trough ₹14.43 on 4 Mar 2025 (5 months down).

Recovered in 8 months· 27 Oct 2025

Mar 2026 — ongoing

-15.1%

Peak ₹17.36 on 2 Jan 2026 → trough ₹14.74 on 30 Mar 2026 (3 months down).

Not yet recovered

Computed from the full NAV history. We show drawdowns deeper than 10%, sorted by depth.

Performance

Returns for various periods, with category average and peer rank.

Period	Returns	Category avg	Rank
1W	-1.28%	-0.47%	352/ 432
1M	-0.55%	+1.63%	358/ 430
3M	+2.85%	+4.31%	249/ 420
6M	-5.73%	+1.61%	333/ 402
YTD	-6.77%	+2.01%	339/ 395
1Y	-1.94%	+6.87%	305/ 369
2Y	+0.16%	+5.64%	193/ 248
3Y	+8.72%	+12.46%	105/ 199
5Y	+8.80%	+9.40%	45/ 66

Available plans & options

PlanOptionFull nameISIN

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