Kotak Nifty 200 QUALITY 30 Index Fund
Direct · Growth ₹9.41
19 Oct 2026
NAV
-1.3%
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.
-1.71
Sharpe
-15.8%
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.
0.23%
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 | ₹11.79 L | -3.0% | -16.7% | 7.5% |
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 | -3.0% | 14.3% | 5.8% | -17.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -1.3% | -1.4% | -9.2% | 6.2% | -1.71 | -0.87 | 44% | — | — |
-15.8%
Max Drawdown
3 mo
Drawdown Duration
Not recovered
Recovery Time
-4.8%
Avg Drawdown
Calmar Ratio by Duration
-0.08
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +1.09 | 0.86 | 87.6% | 84.0% | -5.8% | -9.2% |
| 3 Years | -0.25 | 0.87 | 88.7% | 86.5% | -1.9% | -2.9% |
| 5 Years | -0.49 | 0.87 | 88.7% | 86.5% | -1.1% | -1.7% |
| 7 Years | -0.59 | 0.87 | 88.7% | 86.5% | -0.8% | -1.2% |
| 10 Years | -0.67 | 0.87 | 88.7% | 86.5% | -0.6% | -0.9% |
| 12 Years | -0.71 | 0.87 | 88.7% | 86.5% | -0.5% | -0.7% |
| 15 Years | -0.74 | 0.87 | 88.7% | 86.5% | -0.4% | -0.6% |