Compare
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 05 Aug 2024 – 20 Aug 2026, limited by kotak BSE PSU 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 BSE PSU Index Fund | Nifty 500 |
|---|---|---|
| 05 Aug 2024 | ₹100.00 | ₹100.00 |
| 06 Oct 2024 | ₹97.13 | ₹104.40 |
| 07 Dec 2024 | ₹95.97 | ₹103.41 |
| 07 Feb 2025 | ₹82.92 | ₹96.02 |
| 10 Apr 2025 | ₹82.44 | ₹90.30 |
| 11 Jun 2025 | ₹94.85 | ₹103.53 |
| 13 Aug 2025 | ₹90.59 | ₹100.69 |
| 14 Oct 2025 | ₹93.88 | ₹102.85 |
| 15 Dec 2025 | ₹95.03 | ₹105.25 |
| 15 Feb 2026 | ₹104.00 | ₹103.42 |
| 18 Apr 2026 | ₹105.19 | ₹101.45 |
| 19 Jun 2026 | ₹101.81 | ₹102.67 |
| 20 Aug 2026 | ₹98.91 | ₹104.31 |
| Metric | Kotak Mahindra · Regular NAV ₹9.31 Very High risk ★★★★☆ 1Y | Category median Index Funds · 366 funds |
|---|---|---|
| +9.26% | +5.43% | |
| — | +8.41% | |
| — | +8.95% | |
| — | +11.28% | |
| -0.54% | +7.40% | |
| +4.64% | — | |
| — | +11.37% | |
| — | +13.00% | |
| — | +11.07% | |
| Risk | ||
| 19.11% | 13.88% | |
| 0.14 | 0.25 | |
| 0.19 | 0.35 | |
| -27.08% | -16.66% | |
| Nifty 500 | — | |
| — | +0.30% | |
| — | 1.00 | |
| — | 101.3% | |
| — | 98.8% | |
| 1.11% | 0.96% | |
| ₹85.58Cr | ₹182.17Cr | |
| None | — | |
| None | — | |
| ₹100 | — | |
| ₹100 | — | |
| 53% | 35% | |
| Abhishek Bisen | — | |
| 05 Aug 2024 | — | |
| 60 | — | |
| 61.1% | — | |
| 0.2% | — | |
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.