Kotak Nifty 200 Momentum 30 Index Fund
Direct · Growth ₹14.86
18 Aug 2026
NAV
12.8%
3Y CAGR
12.2%
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.
7.71
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 | ₹12.10 L | 10.3% | -39.9% | 86.8% |
| 3 Years | ₹36.00 L | ₹37.16 L | 2.4% | 0.1% | 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 | 10.3% | 14.4% | 9.4% | -4.1% |
| 3 Years | 2.4% | 11.1% | 12.3% | -8.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 10.5% | -0.9% | -21.1% | 71.1% | 0.15 | 0.34 | 48% | — | — |
| 3 Years | 12.8% | 12.8% | 11.0% | 14.5% | 7.71 | — | 100% | — | — |
-31.6%
Max Drawdown
6 mo
Drawdown Duration
Not recovered
Recovery Time
-11.6%
Avg Drawdown
Calmar Ratio by Duration
0.33
1Y
0.40
3Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +6.21 | 1.20 | 117.5% | 109.9% | 1.5% | -2.9% |
| 3 Years | +4.98 | 1.23 | 123.3% | 118.6% | 13.0% | 7.8% |
| 5 Years | +3.28 | 1.22 | 120.4% | 116.2% | 8.1% | 5.1% |
| 7 Years | +2.72 | 1.22 | 120.4% | 116.2% | 5.7% | 3.6% |
| 10 Years | +2.31 | 1.22 | 120.4% | 116.2% | 4.0% | 2.5% |
| 12 Years | +2.16 | 1.22 | 120.4% | 116.2% | 3.3% | 2.1% |
| 15 Years | +2.01 | 1.22 | 120.4% | 116.2% | 2.6% | 1.7% |