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NAVs as of 20 Aug 2026
Add a second fund to compare. Until then every figure below is shown against the Index Funds median (366 funds), which is the only comparison one fund can support.
Growth of ₹100 (rebased over the selected window)
Common period 17 Mar 2021 – 20 Aug 2026, limited by Kotak Nifty Next 50 Index Fund. Every series is rebased to ₹100 at the start of this window. Benchmark lines are the category index WealthTicker measures against, which is not always the benchmark the scheme itself declares — the fund page’s Scheme Info names that one.
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| Date | Kotak Nifty Next 50 Index Fund | Nifty 50 |
|---|---|---|
| 17 Mar 2021 | ₹100.00 | ₹100.00 |
| 29 Aug 2021 | ₹117.87 | ₹113.48 |
| 10 Feb 2022 | ₹123.11 | ₹119.59 |
| 26 Jul 2022 | ₹116.18 | ₹111.97 |
| 07 Jan 2023 | ₹123.08 | ₹121.32 |
| 21 Jun 2023 | ₹128.94 | ₹128.09 |
| 03 Dec 2023 | ₹142.34 | ₹137.68 |
| 16 May 2024 | ₹194.09 | ₹152.19 |
| 28 Oct 2024 | ₹204.85 | ₹165.33 |
| 12 Apr 2025 | ₹180.06 | ₹155.07 |
| 24 Sep 2025 | ₹201.99 | ₹170.21 |
| 08 Mar 2026 | ₹197.93 | ₹166.09 |
| 20 Aug 2026 | ₹218.39 | ₹164.60 |
| Metric | Kotak Mahindra · Regular NAV ₹21.19 Very High risk ★★★★☆ | Category median Index Funds · 366 funds |
|---|---|---|
| +9.15% | +5.43% | |
| +19.33% | +8.41% | |
| +13.70% | +8.95% | |
| — | +11.28% | |
| +15.48% | +7.40% | |
| +14.40% | — | |
| +19.03% | +11.37% | |
| +13.93% | +13.00% | |
| — | +11.07% | |
| Risk | ||
| 18.41% | 13.88% | |
| 0.70 | 0.25 | |
| 0.94 | 0.35 | |
| -26.49% | -16.66% | |
| Nifty 50 | — | |
| +9.93% | +0.30% | |
| 1.30 | 1.00 | |
| 142.6% | 101.3% | |
| 96.1% | 98.8% | |
| 0.64% | 0.96% | |
| ₹1,100Cr | ₹182.17Cr | |
| None | — | |
| None | — | |
| ₹100 | — | |
| ₹100 | — | |
| 34% | 35% | |
| Devender Singhal | — | |
| 17 Mar 2021 | — | |
| 50 | — | |
| 32.2% | — | |
| 0.1% | — | |
Best marks the strongest value in a row, and only where the gap is bigger than noise — a near-tie is left unmarked rather than dressed up as a result. SIP XIRR is a ₹10,000/month instalment over 5 years of real NAV history. Nothing here is supplied by a fund house. For research only — not investment advice.