Should I invest in Kotak Nifty Next 50 Index Fund?

We don't give personal investment advice. Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option is suitable for an investor whose:understands what asset class this scheme actually invests in (check the factsheet)matches that asset class's volatility profile to their goal horizonCross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.3%. 5-year CAGR: 13.74%.

Kotak

Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option

Latest NAV

₹21.0314

As of

17 Jul 2026

1,313 NAV records on file

NAV history & peer comparison

All NAVs split-adjusted and normalised to 100 at the start of the selected period, so funds with very different absolute NAV scales can be compared on one axis.

Period

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Returns matrix

Fund return alongside the category average and peer rank for every standard window. Returns under one year are absolute; one year and longer are compound annualised (CAGR).

Window	Fund	Category avg	+/− vs avg	Rank	Quartile
1D	-0.07%	+0.21%	-0.28	258 / 353	Q3
1W	-0.75%	-0.05%	-0.70	291 / 353	Q4
2W	-0.57%	+0.24%	-0.81	305 / 353	Q4
1M	-0.50%	+0.78%	-1.28	296 / 353	Q4
3M	+2.31%	+2.20%	+0.11	128 / 350	Q2
6M	+4.73%	+1.36%	+3.37	51 / 336	Q1
YTD	+3.50%	+0.54%	+2.96	63 / 333	Q1
1Y	+5.33%	+2.69%	+2.64	108 / 318	Q2
2Y	-0.77%	+3.33%	-4.10	173 / 213	Q4
3Y	+18.14%	+10.79%	+7.35	22 / 172	Q1
4Y	+16.77%	+13.23%	+3.54	14 / 84	Q1
5Y	+13.74%	+11.39%	+2.35	7 / 39	Q1
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+15.59%	+7.52%	+8.07	36 / 353	Q1

Quartile legend: Q1 top 25% Q2 25-50% Q3 50-75% Q4 bottom 25%

Calendar-year returns

Full-year performance vs category average. Current year is partial (year-to-date).

Year	Fund	Category avg	+/− vs avg	Rank
2026 YTD	+3.50%	+0.51%	+2.98	61 / 331
2025	+2.14%	+6.05%	-3.90	201 / 260
2024	+27.90%	+14.12%	+13.78	7 / 180
2023	+26.68%	+21.09%	+5.59	43 / 130
2022	+1.19%	+1.94%	-0.75	36 / 51
2021	—	—	—	—

Rolling returns

Removes start-date bias by averaging CAGR over every overlapping N-year window in the fund's history. Higher average plus tight min/max plus high "% positive" = consistent.

1-Year rolling

+16.53%

53 windows

min -9.8% · max 69.8%

74% positive

Limited basis — fund is young, so this average may be skewed by which 1Y windows happen to be available.

3-Year rolling

+19.85%

29 windows

min 15.1% · max 24.0%

100% positive

Limited basis — fund is young, so this average may be skewed by which 3Y windows happen to be available.

5-Year rolling

+14.41%

5 windows

min 13.7% · max 16.3%

100% positive

Limited basis — fund is young, so this average may be skewed by which 5Y windows happen to be available.

7-Year rolling

—

Insufficient history

SIP returns — historical "what if"

If you had invested every month in this fund over the chosen period, this is what your investment would be worth today.

Period

Total invested

₹ —

Today's value

₹ —

XIRR

Annualised

Wealth multiplier

Period	Total invested	Today's value	XIRR	Wealth multiplier

XIRR is the annualised internal rate of return on the SIP cash flow — invariant to the monthly amount. "Today's value" and "Total invested" scale linearly with the slider. Past performance does not guarantee future returns. Excludes exit load and taxes.

Risk profile

Risk-adjusted return and volatility, computed from monthly NAV returns over the trailing 3-year and 5-year windows.

Std deviation

17.39%

3-year · annualised

Sharpe ratio

0.67

vs risk-free 6.5%

Sortino ratio

1.14

Downside-only deviation

Max drawdown

-26.34%

Sep 2024 → Feb 2025

% positive months

58.3%

Share of monthly returns > 0 over the 3-year window

Sharpe / Sortino use a risk-free rate of 6.5% (1-year T-bill proxy). Higher Sharpe = more return per unit of total risk; higher Sortino = more return per unit of downside risk.

Peers in Index Fund

Scheme	Fund house	NAV	As of
HDFC NIFTY Midcap 150 Index Fund - Growth Option - Direct Plan	HDFC	₹19.6137	17 Jul 2026
Nippon India Nifty Midcap 150 Index Fund - Direct Plan - Growth Option	Nippon India	₹26.5876	17 Jul 2026
SBI Nifty Midcap 150 Index Fund - Direct Plan - Growth	SBI	₹20.0123	17 Jul 2026
ICICI Prudential Nifty Midcap 150 Index Fund - Direct Plan - Growth	ICICI Prudential	₹20.5391	17 Jul 2026
Bandhan Nifty Midcap 150 Index Fund-Direct Plan-Growth	Bandhan	₹10.4569	17 Jul 2026
Aditya Birla Sun Life Nifty Midcap 150 Index Fund-Direct Growth	Aditya Birla Sun Life	₹25.9706	17 Jul 2026
Motilal Oswal Nifty Next 50 Index Fund - Direct plan - Growth	Motilal Oswal	₹25.7767	17 Jul 2026
KOTAK NIFTY MIDCAP 150 INDEX FUND-DIRECT PLAN-GROWTH	Kotak	₹11.8040	17 Jul 2026
Edelweiss Nifty Next 50 Index Fund - Direct Plan - Growth	Edelweiss	₹16.7429	17 Jul 2026
DSP Nifty Midcap 150 Index Fund - Direct - Growth	DSP	₹10.4877	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹21.0314
16 Jul 2026	₹21.0453
15 Jul 2026	₹21.1198
14 Jul 2026	₹21.0329
13 Jul 2026	₹21.1080
10 Jul 2026	₹21.1901
9 Jul 2026	₹20.9251
8 Jul 2026	₹20.7535
7 Jul 2026	₹21.1456
6 Jul 2026	₹21.2737

Frequently asked questions

These answers are generated from this fund's live metrics — NAV, returns, peer rank, drawdown, SIP backtest. Numbers refresh nightly after AMFI's NAV feed lands.

As of 17 Jul 2026, the NAV of Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option is ₹21.0314. It's a Index Fund from Kotak, run as a Direct plan Growth option. NAVs update once per business day from the AMFI feed.

Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option has NAV history starting from 17 Mar 2021, a track record of about 5 years 4 months. That's enough history to evaluate the fund across one or two market cycles. Look at rolling returns rather than point-to-point to judge consistency.

Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option is managed by Kotak. It's classified by AMFI under the 'Index Fund' SEBI category, which determines its peer set and tax treatment.

Over the trailing 1-year window, Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option has delivered a absolute return of 5.33% — +2.64 pp ahead of the Index Fund category average of 2.69%. The fund ranks #108 of 318 in its category — the second (Q2) quartile.

Over the trailing 3-year window, Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option has delivered a CAGR of 18.14% — +7.35 pp ahead of the Index Fund category average of 10.79%. The fund ranks #22 of 172 in its category — the top (Q1) quartile.

Over the trailing 5-year window, Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option has delivered a CAGR of 13.74% — +2.35 pp ahead of the Index Fund category average of 11.39%. The fund ranks #7 of 39 in its category — the top (Q1) quartile.

₹1 lakh invested in Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option exactly 5 years ago would be worth approximately ₹190,379 today — a multiplier of 1.90×, based on the 5-year CAGR of 13.74%. The category average over the same window would have grown ₹1 lakh to ₹171,488.

A ₹10,000 monthly SIP in Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option over the last 5 years — total invested ₹600,000 — would be worth ₹846,900 today. That's an XIRR (money-weighted annualised return) of 13.75%.

Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option doesn't yet have 10 years of NAVs. Over the longest available window (5-year SIP), ₹10,000/month would have grown to ₹846,900 — XIRR 13.75%.

On a 5-year basis, Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option ranks #7 out of 39 funds in the Index Fund category — that places it in the top quartile (Q1) — strong outperformance. The category average return over the same window is 11.39%; this fund delivered 13.74%.

The worst peak-to-trough decline Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option has experienced over the last 5-year window is 26.34% — its NAV fell from a high on 27 Sep 2024 to a low on 28 Feb 2025. Drawdown is a useful gauge of how much short-term pain you'd have endured to capture the long-term return.

Across all 5-year rolling windows, Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option averaged 14.41% (best 16.30%, worst 13.74%). 100% of rolling windows ended positive. The 5-year Sharpe ratio is 0.43 — weak risk-adjusted performance.

In calendar year 2025, Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option returned 2.14% — lagging the Index Fund category average of 6.05% by 3.90 pp. It ranked #201 of 260 in its category that year.

Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option doesn't fit cleanly into the standard Equity/Debt buckets in our taxonomy. Tax treatment depends on actual asset allocation as disclosed by the AMC — check the factsheet or AMFI's classification table.

We don't give personal investment advice. Kotak Nifty Next 50 Index Fund - Direct Plan - Growth Option is suitable for an investor whose:

understands what asset class this scheme actually invests in (check the factsheet)
matches that asset class's volatility profile to their goal horizon

Cross-check the numbers above against alternatives before deciding. Worst 5-year drawdown: 26.3%. 5-year CAGR: 13.74%.

Educational content only — not investment advice. Tax rules summarised above reflect Budget 2024; consult a qualified adviser before transacting.