Kotak Nifty 200 Momentum 30 Index Fund
Direct · Growth ₹13.33
26 Oct 2026
NAV
11.4%
3Y CAGR
10.9%
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.
2.54
Sharpe
-31.6%
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 | ₹12.06 L | 9.3% | -39.9% | 86.8% |
| 3 Years | ₹36.00 L | ₹36.96 L | 1.2% | -7.6% | 5.3% |
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 | 9.3% | 14.3% | 5.7% | -5.0% |
| 3 Years | 1.2% | 11.0% | 11.9% | -9.8% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 9.6% | -0.9% | -21.1% | 71.1% | 0.12 | 0.27 | 47% | — | — |
| 3 Years | 11.4% | 12.1% | 7.2% | 14.5% | 2.54 | — | 100% | — | — |
-31.6%
Max Drawdown
6 mo
Drawdown Duration
Not recovered
Recovery Time
-12.1%
Avg Drawdown
Calmar Ratio by Duration
0.30
1Y
0.36
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +1.58 | 1.14 | 110.6% | 110.4% | -13.9% | -12.7% |
| 3 Years | +1.99 | 1.22 | 118.9% | 117.7% | 7.2% | 5.4% |
| 5 Years | +2.16 | 1.20 | 117.9% | 115.8% | 5.3% | 3.7% |
| 7 Years | +1.90 | 1.20 | 117.9% | 115.8% | 3.8% | 2.6% |
| 10 Years | +1.71 | 1.20 | 117.9% | 115.8% | 2.6% | 1.8% |
| 12 Years | +1.64 | 1.20 | 117.9% | 115.8% | 2.2% | 1.5% |
| 15 Years | +1.57 | 1.20 | 117.9% | 115.8% | 1.7% | 1.2% |