Kotak CRISIL IBX Financial Services 9 to 12 Months Debt Index Fund
Direct · Growth ₹10.66
19 Oct 2026
NAV
6.2%
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.
-5.84
Sharpe
-0.2%
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.
0.12%
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 | ₹12.37 L | 6.8% | 6.3% | 7.2% |
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 | 6.8% | 14.3% | 5.8% | -7.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 6.2% | 6.3% | 6.1% | 6.3% | -5.84 | -1.01 | 100% | — | — |
-0.2%
Max Drawdown
0 mo
Drawdown Duration
0 mo
Recovery Time
-0.0%
Avg Drawdown
Calmar Ratio by Duration
26.61
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -0.19 | 0.01 | 5.0% | -2.8% | 6.1% | -11.4% |
| 3 Years | -4.28 | 0.01 | 5.0% | -2.9% | 2.1% | -2.4% |
| 5 Years | -5.14 | 0.01 | 5.0% | -2.9% | 1.3% | -1.4% |
| 7 Years | -5.51 | 0.01 | 5.0% | -2.9% | 0.9% | -1.0% |
| 10 Years | -5.78 | 0.01 | 5.0% | -2.9% | 0.6% | -0.7% |
| 12 Years | -5.89 | 0.01 | 5.0% | -2.9% | 0.5% | -0.6% |
| 15 Years | -6.00 | 0.01 | 5.0% | -2.9% | 0.4% | -0.5% |