Kotak Nifty 50 Value 20 ETF
Direct · Growth ₹14.62
11 Nov 2026
NAV
16.9%
3Y CAGR
17.9%
5Y CAGR
14.8%
10Y CAGR
16.3%
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.
7.53
Sharpe
-31.7%
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.
0.14%
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 | ₹12.76 L | 16.5% | -50.7% | 90.1% |
| 3 Years | ₹36.00 L | ₹45.67 L | 16.2% | -14.2% | 37.3% |
| 5 Years | ₹60.00 L | ₹94.55 L | 18.0% | 1.9% | 27.8% |
| 7 Years | ₹84.00 L | ₹1.54 Cr | 17.3% | 7.8% | 23.7% |
| 10 Years | ₹1.20 Cr | ₹2.39 Cr | 13.9% | 10.7% | 16.5% |
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 | 16.5% | 10.2% |
| 3 Years | 16.2% | 13.7% |
| 5 Years | 18.0% | 13.1% |
| 7 Years | 17.3% | 14.0% |
| 10 Years | 13.9% | 12.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 16.4% | 14.0% | -29.0% | 93.9% | 0.53 | 1.57 | 82% | — | — |
| 3 Years | 16.9% | 17.3% | 0.6% | 34.9% | 1.89 | 22.12 | 100% | — | — |
| 5 Years | 17.9% | 18.3% | 5.4% | 28.0% | 2.86 | 162.27 | 100% | — | — |
| 10 Years | 14.8% | 14.6% | 13.1% | 17.3% | 7.53 | — | 100% | — | — |
-31.7%
Max Drawdown
11 mo
Drawdown Duration
6 mo
Recovery Time
-5.3%
Avg Drawdown
Calmar Ratio by Duration
0.52
1Y
0.53
3Y
0.57
5Y
0.53
7Y
0.47
10Y