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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 30 Jan 2025 – 20 Aug 2026, limited by Kotak Nifty SmallCap 250 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 SmallCap 250 Index Fund | Nifty Smallcap 250 |
|---|---|---|
| 30 Jan 2025 | ₹100.00 | ₹100.00 |
| 18 Mar 2025 | ₹93.13 | ₹93.15 |
| 05 May 2025 | ₹99.45 | ₹99.63 |
| 21 Jun 2025 | ₹108.26 | ₹108.54 |
| 07 Aug 2025 | ₹107.31 | ₹107.49 |
| 23 Sep 2025 | ₹110.54 | ₹110.72 |
| 10 Nov 2025 | ₹108.88 | ₹109.20 |
| 27 Dec 2025 | ₹106.24 | ₹106.60 |
| 12 Feb 2026 | ₹103.85 | ₹104.26 |
| 31 Mar 2026 | ₹91.26 | ₹91.68 |
| 18 May 2026 | ₹105.14 | ₹105.70 |
| 04 Jul 2026 | ₹114.83 | ₹115.46 |
| 20 Aug 2026 | ₹117.10 | ₹117.66 |
| Metric | Kotak Mahindra · Regular NAV ₹11.84 Very High risk ★★★★☆ 1Y | Category median Index Funds · 366 funds |
|---|---|---|
| +7.12% | +5.43% | |
| — | +8.41% | |
| — | +8.95% | |
| — | +11.28% | |
| +10.70% | +7.40% | |
| +14.51% | — | |
| — | +11.37% | |
| — | +13.00% | |
| — | +11.07% | |
| Risk | ||
| 18.45% | 13.88% | |
| 0.03 | 0.25 | |
| 0.05 | 0.35 | |
| -21.18% | -16.66% | |
| Nifty Smallcap 250 | — | |
| — | +0.30% | |
| — | 1.00 | |
| — | 101.3% | |
| — | 98.8% | |
| 0.82% | 0.96% | |
| ₹55.68Cr | ₹182.17Cr | |
| None | — | |
| None | — | |
| ₹100 | — | |
| ₹100 | — | |
| 49% | 35% | |
| Abhishek Bisen | — | |
| 30 Jan 2025 | — | |
| 250 | — | |
| 11.6% | — | |
| -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.