Kotak Nifty Commodities Index Fund
Direct · Growth ₹12.44
06 Jul 2026
NAV
15.5%
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.
1.93
Sharpe
-10.0%
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 | ₹12.92 L | 16.9% | 0.4% | 29.5% |
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 | 16.9% | 14.5% | 9.1% | +2.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 15.5% | 16.3% | 7.3% | 23.7% | 1.93 | — | 100% | — | — |
-10.0%
Max Drawdown
1 mo
Drawdown Duration
1 mo
Recovery Time
-2.4%
Avg Drawdown
Calmar Ratio by Duration
1.55
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +14.23 | 0.94 | 103.0% | 84.3% | 11.5% | -3.4% |
| 3 Years | +4.25 | 0.97 | 104.0% | 90.2% | 6.3% | 1.9% |
| 5 Years | +2.42 | 0.97 | 104.0% | 90.2% | 3.7% | 1.1% |
| 7 Years | +1.67 | 0.97 | 104.0% | 90.2% | 2.6% | 0.8% |
| 10 Years | +1.11 | 0.97 | 104.0% | 90.2% | 1.9% | 0.6% |
| 12 Years | +0.89 | 0.97 | 104.0% | 90.2% | 1.5% | 0.5% |
| 15 Years | +0.67 | 0.97 | 104.0% | 90.2% | 1.2% | 0.4% |