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Kotak Nifty 50 Index Fund - Regular Plan - Growth

  • Regular
  • Direct
Category : Index Funds/ETFs
  • Latest (Updated on 30th Sep 2025)
    Crisil Rank
  • (Updated on 30th Jun 2025)
    Crisil Rank
  • (Updated on 31st Mar 2025)
    Crisil Rank
  • (Updated on 31st Dec 2024)
    Crisil Rank
  • (Updated on 30th Sep 2024)
    Crisil Rank

Returns (NAV as on 14th November, 2025)

Period Invested for ₹10000 Invested on Latest Value Absolute Returns Annualised Returns Category Avg Rank within Category
1 Week 07-Nov-25 10164.10 1.64% - 1.28% 181/745
1 Month 14-Oct-25 10315.30 3.15% - 1.91% 217/739
3 Month 14-Aug-25 10526.60 5.27% - 5.95% 290/721
6 Month 14-May-25 10584.10 5.84% - 8.01% 333/681
YTD 01-Jan-25 10988.60 9.89% - 10.08% 166/622
1 Year 14-Nov-24 11078.20 10.78% 10.78% 12.10% 188/598
2 Year 13-Nov-23 13472.20 34.72% 16.02% 17.18% 235/471
3 Year 14-Nov-22 14346.20 43.46% 12.77% 16.61% 235/364
Since Inception 21-Jun-21 16851.00 68.51% 12.58% 12.20% 305/777

SIP Returns (NAV as on 14th November, 2025)

Period Invested for ₹1000 SIP Started on Investments Latest Value Absolute Returns Annualised Returns
1 Year 14-Nov-24 12000 12966.77 8.06 % 15.21 %
2 Year 13-Nov-23 24000 26802.01 11.68 % 10.98 %
3 Year 14-Nov-22 36000 43760.44 21.56 % 13.07 %

Compare performance

Category 1 D 1 M 3 M 6 M YTD 1 Y 2 Y 3 Y 5 Y
This Fund 0.11% 3.15% 5.27% 5.84% 10.34% 10.78% 16.02% 12.77% 0.00%
Nifty 50 0.12% 3.04% 5.19% 5.04% 9.58% 10.10% 15.39% 12.22% 15.17%
Benchmark: Nifty 50 TRI 0.12% 3.19% 5.38% 6.07% 10.94% 11.47% 16.80% 13.52% 16.55%
Category Average -0.06% 1.91% 5.95% 8.01% 10.08% 12.10% 17.18% 16.61% 18.39%
Category Rank 231/693 217/739 290/721 333/681 166/622 188/598 235/471 235/364 0/0
Best in Category 1.36% 10.58% 41.21% 67.54% 86.30% 84.42% 51.80% 56.08% 44.08%
Worst in Category -2.77% -10.04% -3.92% -4.63% -14.99% -13.22% 2.41% 3.38% -74.51%

Best Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q3 - 2021 12.36% 12.36% 12.04% 9.17%
Q3 - 2021 12.05% 12.36% 12.04% 9.17%
Q2 - 2023 10.88% 10.29% 10.88% 5.56%

Worst Quarters

Period This Fund Nifty 50 Nifty 100 Category Average
Q2 - 2022 -10.25% -10.70% -10.91% -7.34%
Q4 - 2024 -8.31% -8.34% -8.89% -4.6%
Q4 - 2024 -8.36% -8.34% -8.89% -4.6%
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