Kotak BSE PSU Index Fund
Direct · Growth ₹9.50
18 Aug 2026
NAV
9.9%
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.
0.28
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 | ₹12.66 L | 13.2% | -3.7% | 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 | 13.2% | 14.4% | 9.4% | -1.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 9.9% | 8.9% | -14.4% | 42.0% | 0.28 | 0.52 | 78% | — | — |
-26.8%
Max Drawdown
6 mo
Drawdown Duration
11 mo
Recovery Time
-8.7%
Avg Drawdown
Calmar Ratio by Duration
0.37
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +13.29 | 0.92 | 101.3% | 84.2% | 11.2% | -2.9% |
| 3 Years | +1.01 | 1.08 | 110.6% | 109.1% | 0.8% | 0.2% |
| 5 Years | +0.81 | 1.08 | 110.6% | 109.1% | 0.5% | 0.1% |
| 7 Years | +0.71 | 1.08 | 110.6% | 109.1% | 0.3% | 0.1% |
| 10 Years | +0.65 | 1.08 | 110.6% | 109.1% | 0.2% | 0.1% |
| 12 Years | +0.62 | 1.08 | 110.6% | 109.1% | 0.2% | 0.1% |
| 15 Years | +0.60 | 1.08 | 110.6% | 109.1% | 0.1% | 0.0% |