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.
2/5
₹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 - Growth
3Y ago₹1.64 L
5Y ago₹1.77 L
indexDirect
IDBI NIFTY 50 Index Fund Growth Direct
3Y ago₹1.80 L
5Y ago₹1.81 L
Normalised price over time
Each fund starts at ₹100 at the beginning of the range so shapes are directly comparable.
Normalized: value at the start of the selected range = ₹100
Every metric, side-by-side
marks the winner per row.
| Metric | Kotak Nifty Next 50 Index Fund … | IDBI NIFTY 50 Index Fund Growt… |
|---|---|---|
| Fund house | Kotak Mahindra Mutual Fund | IDBI Mutual Fund |
| Category | Other Scheme - Index Funds | Other Scheme - Index Funds |
| Plan | Direct | Direct |
| Latest NAV | ₹21.3949 | ₹39.4042 |
| Assets managed (AUM) | — | — |
| 1M return | -1.68% | 4.64% |
| 6M return | 9.71% | 12.29% |
| 1Y return | 9.26% | 18.92% |
| 3Y CAGR | 17.88% | 21.70% |
| 5Y CAGR | 12.11% | 12.58% |
| Since inception CAGR | 15.55% | 12.55% |
| Bumpiness · 3Y (annualised σ) | 18.48 | 15.38 |
| Worst drop ever | -26.34% | -38.31% |
| Sharpe · 3Y (rf=6%) | 0.59 | 0.91 |