Kotak Nifty 100 Low Volatility 30 Index Fund
Direct · Growth ₹10.96
18 Aug 2026
NAV
3.9%
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.
-0.55
Sharpe
-18.2%
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.
0.20%
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 | ₹12.30 L | 4.4% | -18.7% | 18.4% |
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 | 4.4% | 14.4% | 9.4% | -10.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 3.9% | 3.5% | -7.3% | 14.1% | -0.55 | -0.52 | 74% | — | — |
-18.2%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-6.8%
Avg Drawdown
Calmar Ratio by Duration
0.22
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +2.14 | 0.87 | 87.2% | 82.3% | 0.5% | -2.9% |
| 3 Years | +0.95 | 0.84 | 85.8% | 82.3% | 2.9% | 1.1% |
| 5 Years | +0.15 | 0.84 | 85.8% | 82.3% | 1.7% | 0.6% |
| 7 Years | -0.19 | 0.84 | 85.8% | 82.3% | 1.2% | 0.5% |
| 10 Years | -0.44 | 0.84 | 85.8% | 82.3% | 0.9% | 0.3% |
| 12 Years | -0.55 | 0.84 | 85.8% | 82.3% | 0.7% | 0.3% |
| 15 Years | -0.64 | 0.84 | 85.8% | 82.3% | 0.6% | 0.2% |