Kotak Nifty Alpha 50 Index Fund
Direct · Growth ₹10.31
19 Oct 2026
NAV
9.0%
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.
0.79
Sharpe
-15.2%
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.
0.35%
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 | 16.3% | 4.5% | 28.6% |
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 | 16.3% | 14.3% | 5.8% | +2.0% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 9.0% | 8.4% | 3.1% | 16.5% | 0.79 | 2.64 | 100% | — | — |
-15.2%
Max Drawdown
4 mo
Drawdown Duration
1 mo
Recovery Time
-3.5%
Avg Drawdown
Calmar Ratio by Duration
0.59
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +15.78 | 1.09 | 113.5% | 93.4% | 2.8% | -11.4% |
| 3 Years | +4.89 | 1.11 | 113.3% | 98.7% | 1.0% | -2.9% |
| 5 Years | +3.22 | 1.11 | 113.3% | 98.7% | 0.6% | -1.7% |
| 7 Years | +2.50 | 1.11 | 113.3% | 98.7% | 0.4% | -1.2% |
| 10 Years | +1.97 | 1.11 | 113.3% | 98.7% | 0.3% | -0.9% |
| 12 Years | +1.75 | 1.11 | 113.3% | 98.7% | 0.3% | -0.7% |
| 15 Years | +1.54 | 1.11 | 113.3% | 98.7% | 0.2% | -0.6% |