Kotak BSE PSU Index Fund
Direct · Growth ₹8.70
30 Oct 2026
NAV
8.9%
Weighted CAGR
?
Weighted Mean CAGR
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
Gives more importance to longer time periods (10Y, 20Y) than shorter ones (1Y, 3Y). This balances out recent outperformance and gives a more realistic picture of what long-term returns might look like.
0.20
Sharpe
-26.8%
Max Drawdown
?
Max Drawdown
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
The largest peak-to-trough decline in the fund's NAV. Shows the worst-case loss an investor would have experienced at any point in the fund's history.
0.39%
TER
If you invested ₹1,00,000 every month via SIP, here's how this fund has historically performed across different time horizons.
| Duration | Invested | Median Value | XIRR | Min XIRR | Max XIRR |
|---|---|---|---|---|---|
| 1 Year | ₹12.00 L | ₹12.51 L | 10.1% | -18.1% | 35.5% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | NIFTY 50 | Category avg | Fund edge |
|---|---|---|---|---|
| 1 Year | 10.1% | 14.3% | 5.6% | -4.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 8.9% | 8.4% | -14.4% | 42.0% | 0.20 | 0.37 | 75% | — | — |
-26.8%
Max Drawdown
6 mo
Drawdown Duration
11 mo
Recovery Time
-8.9%
Avg Drawdown
Calmar Ratio by Duration
0.33
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.17 | 0.91 | 99.2% | 89.1% | -5.1% | -12.0% |
| 3 Years | +0.13 | 1.06 | 107.9% | 107.8% | -1.8% | -1.5% |
| 5 Years | +0.22 | 1.06 | 107.9% | 107.8% | -1.1% | -0.9% |
| 7 Years | +0.26 | 1.06 | 107.9% | 107.8% | -0.8% | -0.6% |
| 10 Years | +0.30 | 1.06 | 107.9% | 107.8% | -0.6% | -0.5% |
| 12 Years | +0.30 | 1.06 | 107.9% | 107.8% | -0.5% | -0.4% |
| 15 Years | +0.32 | 1.06 | 107.9% | 107.8% | -0.4% | -0.3% |