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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 (375 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 | ₹93.20 | ₹93.15 |
| 05 May 2025 | ₹99.57 | ₹99.63 |
| 21 Jun 2025 | ₹108.48 | ₹108.54 |
| 07 Aug 2025 | ₹107.59 | ₹107.49 |
| 23 Sep 2025 | ₹110.89 | ₹110.72 |
| 10 Nov 2025 | ₹109.29 | ₹109.20 |
| 27 Dec 2025 | ₹106.72 | ₹106.60 |
| 12 Feb 2026 | ₹104.37 | ₹104.26 |
| 31 Mar 2026 | ₹91.79 | ₹91.68 |
| 18 May 2026 | ₹105.80 | ₹105.70 |
| 04 Jul 2026 | ₹115.63 | ₹115.46 |
| 20 Aug 2026 | ₹117.98 | ₹117.66 |
| Metric | Kotak Mahindra · Direct NAV ₹11.92 Very High risk ★★★★☆ 1Y | Category median Index Funds · 375 funds |
|---|---|---|
| +7.63% | +5.66% | |
| — | +8.82% | |
| — | +9.15% | |
| — | +11.72% | |
| +11.24% | +7.67% | |
| +15.04% | — | |
| — | +12.67% | |
| — | +13.64% | |
| — | +12.84% | |
| Risk | ||
| 18.48% | 13.97% | |
| 0.06 | 0.24 | |
| 0.09 | 0.36 | |
| -20.93% | -16.12% | |
| Nifty Smallcap 250 | — | |
| — | +0.84% | |
| — | 1.00 | |
| — | 102.2% | |
| — | 97.2% | |
| 0.34% | 0.36% | |
| ₹55.68Cr | ₹177.09Cr | |
| 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.