Kotak BSE Sensex ETF
Direct · Growth ₹83.13
02 Nov 2026
NAV
11.8%
3Y CAGR
12.1%
5Y CAGR
11.8%
10Y CAGR
11.9%
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.
2.58
Sharpe
-47.6%
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.
0.18%
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 | ₹12.69 L | 15.3% | -58.3% | 134.1% |
| 3 Years | ₹36.00 L | ₹42.67 L | 11.5% | -18.9% | 31.6% |
| 5 Years | ₹60.00 L | ₹80.32 L | 12.1% | -6.9% | 22.4% |
| 7 Years | ₹84.00 L | ₹1.29 Cr | 12.1% | -2.1% | 18.6% |
| 10 Years | ₹1.20 Cr | ₹2.33 Cr | 12.3% | 1.7% | 16.4% |
| 12 Years | ₹1.44 Cr | ₹3.23 Cr | 12.5% | 5.8% | 15.5% |
| 15 Years | ₹1.80 Cr | ₹5.00 Cr | 12.5% | 10.0% | 14.2% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 15.3% | 10.6% |
| 3 Years | 11.5% | 13.8% |
| 5 Years | 12.1% | 13.2% |
| 7 Years | 12.1% | 14.0% |
| 10 Years | 12.3% | 12.5% |
| 12 Years | 12.5% | 12.5% |
| 15 Years | 12.5% | 12.3% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.8% | 10.8% | -31.3% | 111.5% | 0.38 | 1.04 | 82% | — | — |
| 3 Years | 11.8% | 12.0% | -3.0% | 31.7% | 0.95 | 4.02 | 99% | — | — |
| 5 Years | 12.1% | 12.0% | -1.1% | 25.0% | 1.41 | 9.01 | 100% | — | — |
| 10 Years | 11.8% | 12.3% | 4.3% | 16.6% | 2.58 | 45.59 | 100% | — | — |
-47.6%
Max Drawdown
9 mo
Drawdown Duration
5 mo
Recovery Time
-7.1%
Avg Drawdown
Calmar Ratio by Duration
0.29
1Y
0.25
3Y
0.25
5Y
0.25
7Y
0.25
10Y
0.25
12Y
0.25
15Y