MF Gyan
Head-to-head

Compare up to 5 funds side-by-side.

Prices normalised to ₹100 at the start of the range. Metrics marked with a highlight the winner per row. Descriptive comparison only — MF Gyan does not recommend one over another.

₹1 lakh over time

What ₹1,00,000 invested at the start of each window would have become in each fund.

indexDirect
Kotak Nifty Next 50 Index Fund - Direct Plan - Payout of Income Distribution cum capital withdrawal option
3Y ago₹1.64 L
5Y ago₹1.77 L

Every metric, side-by-side

marks the winner per row.

MetricKotak Nifty Next 50 Index Fund …
Fund houseKotak Mahindra Mutual Fund
CategoryOther Scheme - Index Funds
PlanDirect
Latest NAV₹21.3945
Assets managed (AUM)—
1M return-1.68%
6M return9.71%
1Y return9.26%
3Y CAGR17.88%
5Y CAGR12.11%
Since inception CAGR15.55%
Bumpiness · 3Y (annualised σ)18.48
Worst drop ever-26.34%
Sharpe · 3Y (rf=6%)0.59