Key metrics
Further reading: Why large-cap funds show deeper drawdowns than small caps
Trailing returns
| Period | 1W | 1M | 3M | 6M | 1Y | 3Y | 5Y | 7Y | 10Y |
|---|---|---|---|---|---|---|---|---|---|
| Return | – | – | – | – | – | – | – | – | – |
NAV history
About this fund
Kotak Nifty 500 Index Fund is a passive index fund/ETF offered by Kotak Mahindra Mutual Fund, classified under Equity as Index Funds - Equity Funds. It aims to mirror an index rather than beat it, usually at a lower cost than active funds. Its latest NAV is ₹10.15.
Further reading: How much does the category decide, and how much the fund?
Performance analysis
Kotak Nifty 500 Index Fund does not yet have a full one-year track record, so trailing returns are limited.
Further reading: Reading a fund page: what each number does and doesn't say
Rolling returns
Further reading: Why a single trailing return misleads, measured across 830 funds
Frequently asked questions
Compare with peers
Further reading: Every fund measured against the best performer in its own category
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| quant Nifty 50 Index Fund Index Funds - Equity Funds | – | – | – | – | – | – | – | 0.06 |
| quant Nifty Midcap 150 Index Fund Index Funds - Equity Funds | – | – | – | – | – | – | – | 0.11 |
| quant Nifty 100 Index Fund Index Funds - Equity Funds | – | – | – | – | – | – | – | 0.09 |
| UTI - Nifty Next 50 Index Fund Index Funds - Equity Funds | -1.89 | -6.00 | -3.02 | -2.41 | 16.44 | 10.70 | – | 0.31 |
| UTI Nifty 200 Momentum 30 Index Fund Index Funds - Equity Funds | -2.62 | -4.72 | -5.19 | -9.37 | 9.22 | 7.76 | – | 0.38 |
| Aditya Birla Sun Life Nifty Midcap 150 Index Fund Index Funds - Equity Funds | -2.77 | -8.09 | -4.18 | -4.00 | 13.87 | 13.69 | – | 0.34 |
| Aditya Birla Sun Life Nifty Smallcap 50 Index Fund Index Funds - Equity Funds | -1.64 | -1.73 | 7.43 | 6.61 | 17.56 | 12.54 | – | 0.41 |
| Aditya Birla Sun Life Nifty 50 Equal Weight index Fund Index Funds - Equity Funds | -0.28 | -6.47 | -4.01 | -6.13 | 11.16 | 10.22 | – | 0.26 |
| Fund | 1M | 3M | 6M | 1Y | 3Y | 5Y | 10Y | TER % |
|---|---|---|---|---|---|---|---|---|
| Kotak Nifty Alpha 50 Index Fund Other Scheme - Index Funds | -1.56 | -2.06 | 2.36 | 2.36 | – | – | – | 0.30 |
| Kotak CRISIL-IBX Financial Services 9 to 12 Months Debt Index Fund Other Scheme - Index Funds | 0.23 | 1.24 | 3.08 | 5.95 | – | – | – | 0.10 |
| Kotak Gold Silver Passive FOF Other Scheme - FoF Domestic | -9.37 | -7.43 | -13.03 | – | – | – | – | 0.16 |
| Kotak Rural Opportunities Fund Equity Scheme - Sectoral/Thematic | -0.58 | -6.79 | -7.34 | – | – | – | – | 0.73 |
| Kotak Nifty500 Momentum 50 Index Fund Other Scheme - Index Funds | -1.76 | -1.40 | -0.23 | – | – | – | – | 0.16 |
| Kotak Dividend Yield Fund Equity Scheme - Dividend Yield Fund | -0.56 | -6.68 | -4.86 | – | – | – | – | 0.90 |
| Kotak Services Fund Equity Scheme - Sectoral/Thematic | 1.34 | -2.78 | -0.32 | – | – | – | – | 0.90 |
| Kotak Multi Factor Passive FOF Other Scheme - FoF Domestic | -0.76 | -7.14 | -4.93 | – | – | – | – | 0.08 |
