Kotak Nifty Next 50 Index Fund

Index Funds / ETFsOther Rank 52 of 343

NAV · Direct-Growth

₹20.24-0.22-1.10%

As of 1 Oct 2026 · AMFI

NAV growth+2.0%

Oct ’25Oct ’26

Arthkar verdictSolid on the numbers

Returns

Beats category

1Y, 3Y, 5Y all ahead

Consistency

Strong

positive in 5 of 5 years

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

1Y return

+1.6%

+1.1 vs cat

3Y CAGR

+16.3%

+5.9 vs cat

5Y CAGR

+10.6%

+3.0 vs cat

AUM

—

fund size

Expense

—

direct plan

Volatility 3Y

20.3%

3Y std dev

Go deeper on Kotak Nifty Next 50 Index Fund

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

Kotak Nifty Next 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 Next 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 Next 50 Index Fund is a Index Funds / ETFs scheme from Kotak Mahindra. Long-run track record: about 10.6% CAGR over 5 years. Worst historical drawdown: -26% in Feb 2025 — ongoing.

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

NAV history

Showing Direct · Growth · INF174KA1GA9

NAV (Direct-Growth)

₹20.2442

Last 1Y

+1.99%

Oct 25Min ₹17.66 · Max ₹21.93 · 247 ptsOct 26

Drawdown stories

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

Feb 2025 — ongoing

-26.3%

Peak ₹22.51 on 27 Sept 2024 → trough ₹16.58 on 28 Feb 2025 (5 months down).

Not yet recovered

Jun 2022

-20.0%

Peak ₹12.69 on 18 Oct 2021 → trough ₹10.14 on 20 Jun 2022 (8 months down).

Recovered in 3 months· 12 Sept 2022

Mar 2023

-18.2%

Peak ₹13.04 on 15 Sept 2022 → trough ₹10.67 on 28 Mar 2023 (6 months down).

Recovered in 4 months· 28 Jul 2023

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	-3.93%	-2.60%	620/ 741
1M	-5.38%	-4.74%	333/ 736
3M	-4.29%	-3.87%	290/ 709
6M	+11.69%	+5.02%	103/ 680
YTD	+0.07%	-3.94%	218/ 640
1Y	+1.59%	+0.48%	258/ 605
2Y	-3.15%	+1.80%	271/ 446
3Y	+16.30%	+10.40%	52/ 343
5Y	+10.56%	+7.57%	38/ 151

Available plans & options

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