Kotak Money Market Fund
Direct · Growth ₹4843.27
10 Jul 2026
NAV
9.4%
3Y CAGR
8.1%
5Y CAGR
7.9%
10Y CAGR
9.7%
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.
0.18
Sharpe
-0.8%
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.
NA
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 | ₹12.41 L | 28.9% | 3.5% | 4536.2% |
| 3 Years | ₹36.00 L | ₹39.97 L | 7.7% | 4.2% | 139.2% |
| 5 Years | ₹60.00 L | ₹71.14 L | 7.0% | 5.2% | 56.2% |
| 7 Years | ₹84.00 L | ₹1.05 Cr | 6.7% | 5.7% | 34.8% |
| 10 Years | ₹1.20 Cr | ₹1.67 Cr | 6.7% | 6.3% | 21.2% |
| 12 Years | ₹1.44 Cr | ₹2.18 Cr | 7.1% | 6.6% | 17.7% |
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 | 28.9% | 161.6% |
| 3 Years | 7.7% | 14.6% |
| 5 Years | 7.0% | 9.7% |
| 7 Years | 6.7% | 9.0% |
| 10 Years | 6.7% | 9.5% |
| 12 Years | 7.1% | 10.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 59.8% | 7.6% | 3.7% | 10839.0% | 0.07 | 58.85 | 100% | — | — |
| 3 Years | 9.4% | 7.4% | 4.7% | 405.9% | 0.09 | 4.56 | 100% | — | — |
| 5 Years | 8.1% | 6.4% | 5.9% | 172.0% | 0.11 | 5.42 | 100% | — | — |
| 10 Years | 7.9% | 6.9% | 6.6% | 69.8% | 0.18 | — | 100% | — | — |
-0.8%
Max Drawdown
0 mo
Drawdown Duration
0 mo
Recovery Time
-0.0%
Avg Drawdown
Calmar Ratio by Duration
73.48
1Y
11.56
3Y
10.01
5Y
9.39
7Y
9.73
10Y
10.86
12Y