Kotak Nifty India Tourism Index Fund
Direct · Growth ₹8.12
26 Oct 2026
NAV
-10.1%
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.
-1.91
Sharpe
-31.1%
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.
0.33%
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 | ₹11.70 L | -9.2% | -45.8% | 15.1% |
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 | -9.2% | 14.3% | 5.7% | -23.5% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -10.1% | -12.7% | -24.1% | 12.4% | -1.91 | -0.89 | 16% | — | — |
-31.1%
Max Drawdown
9 mo
Drawdown Duration
Not recovered
Recovery Time
-10.5%
Avg Drawdown
Calmar Ratio by Duration
-0.32
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | +1.17 | 1.35 | 119.7% | 123.4% | -18.3% | -12.7% |
| 3 Years | +0.08 | 1.22 | 111.2% | 113.3% | -6.6% | -4.3% |
| 5 Years | +0.59 | 1.22 | 111.2% | 113.3% | -4.0% | -2.6% |
| 7 Years | +0.83 | 1.22 | 111.2% | 113.3% | -2.9% | -1.9% |
| 10 Years | +1.00 | 1.22 | 111.2% | 113.3% | -2.0% | -1.3% |
| 12 Years | +1.08 | 1.22 | 111.2% | 113.3% | -1.7% | -1.1% |
| 15 Years | +1.15 | 1.22 | 111.2% | 113.3% | -1.4% | -0.9% |