Kotak Nifty 50 Equal Weight Index Fund
Direct · Growth ₹10.61
19 Oct 2026
NAV
6.9%
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.
0.07
Sharpe
-12.5%
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.
0.22%
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 | ₹12.21 L | 5.1% | -15.0% | 20.6% |
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 | 5.1% | 14.3% | 5.8% | -9.2% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 6.9% | 5.8% | -5.3% | 18.7% | 0.07 | 0.11 | 88% | — | — |
-12.5%
Max Drawdown
2 mo
Drawdown Duration
4 mo
Recovery Time
-3.0%
Avg Drawdown
Calmar Ratio by Duration
0.55
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +5.41 | 0.97 | 100.9% | 93.0% | -5.5% | -11.4% |
| 3 Years | +3.07 | 1.00 | 102.0% | 95.1% | 2.0% | -1.1% |
| 5 Years | +1.83 | 1.00 | 102.0% | 95.1% | 1.2% | -0.7% |
| 7 Years | +1.29 | 1.00 | 102.0% | 95.1% | 0.9% | -0.5% |
| 10 Years | +0.89 | 1.00 | 102.0% | 95.1% | 0.6% | -0.3% |
| 12 Years | +0.74 | 1.00 | 102.0% | 95.1% | 0.5% | -0.3% |
| 15 Years | +0.59 | 1.00 | 102.0% | 95.1% | 0.4% | -0.2% |