Kotak Nifty Smallcap 50 Index Fund - Direct Plan - Growth
Mutual Fund · Other Scheme - Index Funds · As of 18 Oct 2026, 7:45 pm
Below-average risk-adjusted performance. Volatility here hasn't been well compensated by returns over the trailing period. Worth comparing directly against 2-3 category peers before deciding this is the right vehicle.
DalalBaazaar Score
66/ 100
Good
Weighted across five categories. Every point is explained below.
Investment Checklist
4 / 4 checks passed
✓ Positive 3-year track record
✓ Decent risk-adjusted return (Sharpe ≥ 0.5)
✓ Volatility isn't extreme (< 25% annualized)
✓ Historical worst drawdown contained (better than -30%)
NAV history
Key Metrics
Latest NAV
₹22.27
As of
16 Oct 2026
Fund History Available
3.5 yrs
1Y Return (CAGR)
8.7%
Moderate
3Y Return (CAGR)
16.4%
Annualized Volatility
20.5%
Moderate
Sharpe Ratio (est.)
0.53
Moderate
Max Drawdown
-25.0%
Severe historical drop
Category
Other Scheme - Index Funds
Fund House
Kotak Mahindra Mutual Fund
SIP / Lumpsum Calculator
Total Invested
₹6,00,000
Estimated Maturity Value
₹9,04,676
Estimated Gain
₹3,04,676
Risk Flags
This fund has seen a peak-to-trough drawdown of -25.0% in its available history — make sure you can stomach that kind of swing.
Watch Items
Check the AMC's factsheet for portfolio holdings, expense ratio and exit load before investing.
