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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 (271 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 | ₹118.15 | ₹113.48 |
| 10 Feb 2022 | ₹123.71 | ₹119.59 |
| 26 Jul 2022 | ₹117.02 | ₹111.97 |
| 07 Jan 2023 | ₹124.26 | ₹121.32 |
| 21 Jun 2023 | ₹130.49 | ₹128.09 |
| 03 Dec 2023 | ₹144.36 | ₹137.68 |
| 16 May 2024 | ₹197.30 | ₹152.19 |
| 28 Oct 2024 | ₹208.73 | ₹165.33 |
| 12 Apr 2025 | ₹183.87 | ₹155.07 |
| 24 Sep 2025 | ₹206.71 | ₹170.21 |
| 08 Mar 2026 | ₹202.94 | ₹166.09 |
| 20 Aug 2026 | ₹224.32 | ₹164.60 |
| Metric | Kotak Mahindra · Direct · IDCW NAV ₹21.77 Very High risk ★★★★☆ | Category median Index Funds · 271 funds |
|---|---|---|
| +9.60% | +5.06% | |
| +19.89% | +7.78% | |
| +14.26% | +8.94% | |
| — | +10.39% | |
| +16.05% | +7.54% | |
| +14.94% | — | |
| +19.63% | +8.12% | |
| +14.50% | +12.83% | |
| — | +11.97% | |
| Risk | ||
| 18.41% | 13.54% | |
| 0.73 | 0.16 | |
| 0.98 | 0.22 | |
| -26.34% | -15.77% | |
| Nifty 50 | — | |
| +10.40% | +0.53% | |
| 1.30 | 1.00 | |
| 143.8% | 102.2% | |
| 94.7% | 98.0% | |
| 0.26% | 0.34% | |
| ₹1,100Cr | ₹191.88Cr | |
| None | — | |
| None | — | |
| ₹100 | — | |
| ₹100 | — | |
| 34% | 38% | |
| 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.