Kotak Nifty 50 ETF
Direct · Growth ₹270.62
06 Jul 2026
NAV
-0.8%
3Y CAGR
-5.6%
5Y CAGR
-11.1%
10Y CAGR
-7.0%
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.
-10.66
Sharpe
-92.2%
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.
NA
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 | ₹12.52 L | 7.2% | -99.9% | 92.0% |
| 3 Years | ₹36.00 L | ₹41.75 L | 2.5% | -92.7% | 32.4% |
| 5 Years | ₹60.00 L | ₹77.89 L | -1.5% | -76.3% | 22.7% |
| 7 Years | ₹84.00 L | ₹89.29 L | -6.0% | -61.1% | 19.3% |
| 10 Years | ₹1.20 Cr | ₹1.15 Cr | -1.5% | -29.8% | 9.8% |
| 12 Years | ₹1.44 Cr | ₹1.61 Cr | 0.8% | -6.8% | 5.9% |
| 15 Years | ₹1.80 Cr | ₹2.09 Cr | 1.8% | 0.2% | 2.9% |
SIP returns vs benchmark & category
Annualised SIP return (XIRR) over each rolling horizon — like-for-like, not lump-sum.
| Duration | Fund SIP XIRR | Category avg |
|---|---|---|
| 1 Year | 7.2% | 13.4% |
| 3 Years | 2.5% | 9.3% |
| 5 Years | -1.5% | 5.6% |
| 7 Years | -6.0% | 6.1% |
| 10 Years | -1.5% | 5.8% |
| 12 Years | 0.8% | 8.5% |
| 15 Years | 1.8% | 8.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 5.0% | 8.4% | -88.9% | 96.2% | -0.05 | -0.06 | 75% | — | — |
| 3 Years | -0.8% | 11.6% | -55.8% | 32.2% | -0.28 | -0.28 | 77% | — | — |
| 5 Years | -5.6% | 7.8% | -37.9% | 26.1% | -0.57 | -0.51 | 56% | — | — |
| 10 Years | -11.1% | -10.6% | -17.2% | -8.7% | -10.66 | -1.00 | 0% | — | — |
-92.2%
Max Drawdown
32 mo
Drawdown Duration
Not recovered
Recovery Time
-48.3%
Avg Drawdown
Calmar Ratio by Duration
0.05
1Y
-0.01
3Y
-0.06
5Y
-0.12
7Y
-0.12
10Y
-0.08
12Y
-0.05
15Y