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 Smallcap 50 Index Fund - Direct Plan - IDCW
3Y ago₹1.73 L
5Y ago—
Every metric, side-by-side
marks the winner per row.
| Metric | Kotak Nifty Smallcap 50 Index F… |
|---|---|
| Fund house | Kotak Mahindra Mutual Fund |
| Category | Other Scheme - Index Funds |
| Plan | Direct |
| Latest NAV | ₹23.455 |
| Assets managed (AUM) | — |
| 1M return | 2.80% |
| 6M return | 25.29% |
| 1Y return | 18.07% |
| 3Y CAGR | 19.96% |
| 5Y CAGR | — |
| Since inception CAGR | 27.88% |
| Bumpiness · 3Y (annualised σ) | 20.54 |
| Worst drop ever | -25.00% |
| Sharpe · 3Y (rf=6%) | 0.62 |