Kotak Gold ETF
Direct · Growth ₹116.17
30 Oct 2026
NAV
12.3%
3Y CAGR
10.3%
5Y CAGR
8.8%
10Y CAGR
10.0%
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.
0.68
Sharpe
-29.8%
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.
0.55%
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 | ₹12.72 L | 15.9% | -30.1% | 164.0% |
| 3 Years | ₹36.00 L | ₹41.91 L | 13.2% | -9.9% | 65.1% |
| 5 Years | ₹60.00 L | ₹77.82 L | 10.8% | -4.1% | 42.7% |
| 7 Years | ₹84.00 L | ₹1.17 Cr | 9.6% | -0.5% | 32.5% |
| 10 Years | ₹1.20 Cr | ₹1.86 Cr | 9.8% | 2.8% | 25.4% |
| 12 Years | ₹1.44 Cr | ₹2.47 Cr | 10.4% | 5.4% | 22.0% |
| 15 Years | ₹1.80 Cr | ₹3.88 Cr | 10.9% | 7.4% | 18.0% |
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 | 15.9% | 34.9% |
| 3 Years | 13.2% | 24.3% |
| 5 Years | 10.8% | 14.4% |
| 7 Years | 9.6% | 13.3% |
| 10 Years | 9.8% | 12.5% |
| 12 Years | 10.4% | 11.3% |
| 15 Years | 10.9% | 13.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.5% | 13.7% | -20.0% | 113.7% | 0.49 | 1.38 | 78% | — | — |
| 3 Years | 12.3% | 12.2% | -9.1% | 43.1% | 0.53 | 1.43 | 87% | — | — |
| 5 Years | 10.3% | 11.0% | -3.8% | 28.6% | 0.51 | 1.21 | 90% | — | — |
| 10 Years | 8.8% | 8.2% | 3.2% | 19.4% | 0.68 | 2.87 | 100% | — | — |
-29.8%
Max Drawdown
23 mo
Drawdown Duration
49 mo
Recovery Time
-9.7%
Avg Drawdown
Calmar Ratio by Duration
0.52
1Y
0.41
3Y
0.34
5Y
0.32
7Y
0.30
10Y
0.31
12Y
0.36
15Y