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Kotak Nifty 50 Index Fund - Regular Plan-Growth

Kotak · Index Funds
High
₹15.70
Current NAV
25 Jun 2026
15.7%
1Y Return
22.7%
3Y CAGR
16.7%
5Y CAGR
Watchlist
Analysis & Suitability
Pros / Upsides
  • Strong historical returns, outperforming category average in 3-year CAGR.
  • Excellent risk-adjusted performance (Sharpe Ratio: 1.87).
  • Very large asset base (AUM: ₹16,920 Cr) indicating high investor trust and liquidity.
Cons / Risks
  • Subject to high equity market volatility and short-term capital fluctuations.
  • Higher expense ratio (1.97%) which can affect compounding over long horizons.
Suitable for
  • Long-term wealth creation (5+ years horizon) like retirement or child education.
  • Investors seeking exposure to stable, blue-chip market leaders.
Not suitable for
  • Short-term goals (under 3 years) where preserving the capital is the main priority.
  • Short-term trading or speculative investment horizons.
Risk Profile: High Risk
Low Moderate High Very High
Risk Metrics
1.87
Sharpe Ratio
1.17
Beta
1.37
Alpha
2.37
Sortino
Fund Details
Fund House Kotak
Category Index Funds
AUM ₹16920 Cr
Expense Ratio 1.97%
Min SIP ₹500
Min Lumpsum ₹1000
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