OtherIndex FundsDirect · Growth
Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option
Kotak Mahindra · Scheme 148745
₹21.76▼ 0.52%NAV · 2026-08-05
Strong FundScore
AUM
—
Expense ratio
—
3Y CAGR
19.0%
Risk level
High
Min SIP
—
Benchmark
Underlying index
NAV Growth
Loading NAV history…
Historical returns
| Period | Return |
|---|---|
| 1 Month | +2.88% |
| 3 Months | +5.31% |
| 6 Months | +8.37% |
| 1 Year | +11.66% |
| 3 Years (CAGR) | +18.96% |
| 5 Years (CAGR) | +14.03% |
| 10 Years (CAGR) | — |
| Since Launch | +16.18% |
Returns ≥ 1 year are annualised (CAGR); shorter periods are absolute. Past performance does not guarantee future returns.
FundScore breakdown
Six explainable dimensions. How the score works →
Returns87
Consistency100
Risk-adjusted33
Downside protection67
Cost efficiency80
Portfolio quality50
Why this fund scores well
- ✓ 3Y CAGR: +19.0%
- ✓ 3Y CAGR vs category: +10.8% vs category avg
- ✓ Positive 3Y windows: 100% of rolling 3Y windows positive
- ✓ Beat category: beat category in 100% of windows
- ✓ Max drawdown: -26%
What to watch
- • Sharpe ratio: 0.59
- • Sortino ratio: 0.71
Risk metrics
Sharpe ratio
0.59
Sortino ratio
0.71
Volatility
17.63%
Max drawdown
-26.34%
Downside capture
—
SIP return calculator
Back-tested on this fund's actual historical NAVs. Past performance ≠ future returns.
Portfolio & holdings
Top holdings, sector allocation and market-cap split require a paid factsheet feed and are coming soon. Everything above is computed from official daily NAV history and is fully real.