Kotak Nifty Bank ETF
Direct · Growth ₹58.10
04 Nov 2026
NAV
12.5%
3Y CAGR
11.8%
5Y CAGR
12.3%
10Y CAGR
12.1%
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.
4.21
Sharpe
-48.5%
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.
0.15%
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 | ₹12.77 L | 14.6% | -72.6% | 146.3% |
| 3 Years | ₹36.00 L | ₹44.37 L | 13.0% | -28.6% | 27.8% |
| 5 Years | ₹60.00 L | ₹83.47 L | 11.9% | -10.9% | 19.2% |
| 7 Years | ₹84.00 L | ₹1.32 Cr | 12.8% | 8.3% | 15.5% |
| 10 Years | ₹1.20 Cr | ₹2.28 Cr | 12.3% | 9.5% | 13.9% |
| 12 Years | ₹1.44 Cr | ₹2.76 Cr | 10.5% | 10.5% | 10.5% |
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 | 14.6% | 10.6% |
| 3 Years | 13.0% | 13.8% |
| 5 Years | 11.9% | 13.2% |
| 7 Years | 12.8% | 14.0% |
| 10 Years | 12.3% | 12.5% |
| 12 Years | 10.5% | 12.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 13.2% | 12.8% | -44.7% | 101.5% | 0.33 | 0.65 | 82% | — | — |
| 3 Years | 12.5% | 12.2% | -9.4% | 36.8% | 0.82 | 2.14 | 93% | — | — |
| 5 Years | 11.8% | 11.1% | -1.5% | 26.7% | 1.18 | 4.77 | 99% | — | — |
| 10 Years | 12.3% | 12.2% | 9.2% | 16.5% | 4.21 | — | 100% | — | — |
-48.5%
Max Drawdown
3 mo
Drawdown Duration
11 mo
Recovery Time
-7.9%
Avg Drawdown
Calmar Ratio by Duration
0.27
1Y
0.26
3Y
0.24
5Y
0.24
7Y
0.25
10Y