Should I invest in Kotak Nifty Smallcap 50 Index Fund?

We don't give personal investment advice. Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth 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.

Kotak

Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth

Latest NAV

₹21.9140

As of

17 Jul 2026

800 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

Add another fund to compare

No matches.

Compares up to 8 funds. Click any line in the legend above to hide/show it.

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	-0.19%	+0.18%	-0.37	233 / 291	Q4
1W	-0.42%	-0.08%	-0.33	199 / 291	Q3
2W	+1.18%	+0.22%	+0.96	14 / 291	Q1
1M	+4.37%	+0.71%	+3.66	9 / 291	Q1
3M	+11.96%	+2.09%	+9.87	8 / 288	Q1
6M	+12.14%	+1.30%	+10.85	12 / 276	Q1
YTD	+10.83%	+0.50%	+10.33	13 / 275	Q1
1Y	+2.99%	+2.18%	+0.81	151 / 261	Q3
2Y	+3.56%	+2.95%	+0.61	86 / 167	Q3
3Y	+22.27%	+10.34%	+11.94	4 / 130	Q1
4Y	—	—	—	—	—
5Y	—	—	—	—	—
7Y	—	—	—	—	—
10Y	—	—	—	—	—
Inception	+26.49%	+6.61%	+19.88	2 / 291	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	+10.83%	+0.47%	+10.37	13 / 273
2025	-4.88%	+5.14%	-10.02	177 / 211
2024	+23.43%	+13.66%	+9.77	26 / 136
2023	—	—	—	—

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

+20.54%

28 windows

min -7.6% · max 73.8%

79% positive

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

3-Year rolling

+23.37%

4 windows

min 22.3% · max 24.7%

100% positive

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

5-Year rolling

—

Insufficient history

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

21.24%

3-year · annualised

Sharpe ratio

0.74

vs risk-free 6.5%

Sortino ratio

1.18

Downside-only deviation

Max drawdown

-25.11%

Dec 2024 → Feb 2025

% positive months

66.7%

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 BSE 500 Index Fund - Regular Plan - Growth Option	HDFC	₹15.4717	17 Jul 2026
Invesco India BSE Sensex Index Fund - Regular Plan - Growth	Invesco	₹10.2392	17 Jul 2026
Bandhan BSE Healthcare Index Fund Regular Plan - Growth	Bandhan	₹11.3242	17 Jul 2026
Aditya Birla Sun Life BSE 500 Momentum 50 Index Fund- Regular Growth	Aditya Birla Sun Life	₹10.5539	17 Jul 2026
Motilal Oswal BSE 1000 Index Fund - Regular Plan - Growth	Motilal Oswal	₹10.0194	17 Jul 2026
Mirae Asset CRISIL IBX Gilt Index - April 2033 Index Fund - Regular Plan - Growth	Mirae Asset	₹13.3438	17 Jul 2026
Kotak BSE Housing Index Fund - Regular Plan - Growth Option	Kotak	₹13.2470	17 Jul 2026
Edelweiss BSE Internet Economy Index Fund - Regular Plan - Growth	Edelweiss	₹10.8924	17 Jul 2026
DSP BSE SENSEX Next 30 Index Fund - Regular - Growth	DSP	₹11.9488	17 Jul 2026
HSBC CRISIL IBX 50:50 Gilt Plus SDL Apr 2028 Index Fund - Regular - Growth	HSBC	₹13.1845	17 Jul 2026

Recent NAVs

Date	NAV
17 Jul 2026	₹21.9140
16 Jul 2026	₹21.9560
15 Jul 2026	₹21.9340
14 Jul 2026	₹21.8050
13 Jul 2026	₹22.0440
10 Jul 2026	₹22.0060
9 Jul 2026	₹21.6750
8 Jul 2026	₹21.2830
7 Jul 2026	₹21.7970
6 Jul 2026	₹21.9040

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 Smallcap 50 Index Fund - Regular Plan - Growth is ₹21.9140. It's a Index Fund from Kotak, run as a Regular plan Growth option. NAVs update once per business day from the AMFI feed.

Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth has NAV history starting from 18 Apr 2023, a track record of about 3 years 3 months. It's a relatively new scheme. With under 5 years of NAVs, peer comparison is the best yardstick — point-to-point returns can be skewed by entry timing.

Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth 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 Smallcap 50 Index Fund - Regular Plan - Growth has delivered a absolute return of 2.99% — +0.81 pp ahead of the Index Fund category average of 2.18%. The fund ranks #151 of 261 in its category — the third (Q3) quartile.

Over the trailing 3-year window, Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth has delivered a CAGR of 22.27% — +11.94 pp ahead of the Index Fund category average of 10.34%. The fund ranks #4 of 130 in its category — the top (Q1) quartile.

Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth doesn't have a complete 5-year window yet (we need at least 5 year of NAVs). Check the shorter-window returns above.

₹1 lakh invested in Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth exactly 3 years ago would be worth approximately ₹182,799 today — a multiplier of 1.83×, based on the 3-year CAGR of 22.27%. The category average over the same window would have grown ₹1 lakh to ₹134,321.

A ₹10,000 monthly SIP in Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth over the last 3 years — total invested ₹360,000 — would be worth ₹437,405 today. That's an XIRR (money-weighted annualised return) of 13.06%.

Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth doesn't yet have 10 years of NAVs. Over the longest available window (3-year SIP), ₹10,000/month would have grown to ₹437,405 — XIRR 13.06%.

On a 3-year basis, Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth ranks #4 out of 130 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 10.34%; this fund delivered 22.27%.

The worst peak-to-trough decline Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth has experienced over the last 3-year window is 25.11% — its NAV fell from a high on 11 Dec 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 3-year rolling windows, Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth averaged 23.37% (best 24.67%, worst 22.27%). 100% of rolling windows ended positive. The 3-year Sharpe ratio is 0.74 — reasonable risk-adjusted performance.

In calendar year 2025, Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth returned -4.88% — lagging the Index Fund category average of 5.14% by 10.02 pp. It ranked #177 of 211 in its category that year.

Kotak Nifty Smallcap 50 Index Fund - Regular Plan - Growth 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 Smallcap 50 Index Fund - Regular Plan - Growth 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.

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