Kotak BSE Sensex Index Fund
Direct · Growth ₹9.87
19 Oct 2026
NAV
-3.8%
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.
-1.94
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 | ₹11.52 L | -7.3% | -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 | -7.3% | 14.3% | 5.8% | -21.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -3.8% | -4.8% | -12.2% | 11.7% | -1.94 | -0.89 | 17% | — | — |
-16.1%
Max Drawdown
3 mo
Drawdown Duration
Not recovered
Recovery Time
-5.3%
Avg Drawdown
Calmar Ratio by Duration
-0.24
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -0.29 | 1.01 | 101.0% | 101.4% | -11.8% | -11.4% |
| 3 Years | -0.28 | 0.99 | 99.8% | 100.4% | -0.1% | 0.1% |
| 5 Years | -0.18 | 0.99 | 99.8% | 100.4% | -0.1% | 0.1% |
| 7 Years | -0.14 | 0.99 | 99.8% | 100.4% | -0.0% | 0.1% |
| 10 Years | -0.11 | 0.99 | 99.8% | 100.4% | -0.0% | 0.0% |
| 12 Years | -0.10 | 0.99 | 99.8% | 100.4% | -0.0% | 0.0% |
| 15 Years | -0.09 | 0.99 | 99.8% | 100.4% | -0.0% | 0.0% |