Kotak BSE Sensex Index Fund
Direct · Growth ₹10.33
18 Aug 2026
NAV
-2.5%
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.
-1.68
Sharpe
-16.1%
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.
0.14%
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 | ₹11.56 L | -6.3% | -23.5% | 16.0% |
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 | -6.3% | 14.4% | 9.4% | -20.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -2.5% | -3.9% | -9.9% | 11.7% | -1.68 | -0.87 | 23% | — | — |
-16.1%
Max Drawdown
3 mo
Drawdown Duration
Not recovered
Recovery Time
-4.5%
Avg Drawdown
Calmar Ratio by Duration
-0.16
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -1.31 | 1.01 | 100.3% | 102.3% | -4.3% | -2.9% |
| 3 Years | -0.58 | 0.99 | 99.3% | 100.8% | 1.4% | 1.9% |
| 5 Years | -0.35 | 0.99 | 99.3% | 100.8% | 0.8% | 1.2% |
| 7 Years | -0.27 | 0.99 | 99.3% | 100.8% | 0.6% | 0.8% |
| 10 Years | -0.20 | 0.99 | 99.3% | 100.8% | 0.4% | 0.6% |
| 12 Years | -0.17 | 0.99 | 99.3% | 100.8% | 0.3% | 0.5% |
| 15 Years | -0.15 | 0.99 | 99.3% | 100.8% | 0.3% | 0.4% |