Kotak Nifty India Tourism Index Fund
Direct · Growth ₹8.64
18 Aug 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.
-1.69
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 | ₹11.63 L | -10.0% | -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 | -10.0% | 14.4% | 9.4% | -24.4% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | -9.0% | -10.3% | -24.1% | 12.4% | -1.69 | -0.86 | 19% | — | — |
-31.1%
Max Drawdown
9 mo
Drawdown Duration
Not recovered
Recovery Time
-9.8%
Avg Drawdown
Calmar Ratio by Duration
-0.29
1Y
Compared against NIFTY 50
| Duration | Alpha | Beta | Upside Capture | Downside Capture | Fund CAGR | Bench CAGR |
|---|---|---|---|---|---|---|
| 1 Year | -7.09 | 1.39 | 119.6% | 133.3% | -13.7% | -2.9% |
| 3 Years | +0.35 | 1.24 | 114.0% | 115.5% | -3.9% | -2.2% |
| 5 Years | +0.83 | 1.24 | 114.0% | 115.5% | -2.4% | -1.3% |
| 7 Years | +1.04 | 1.24 | 114.0% | 115.5% | -1.7% | -0.9% |
| 10 Years | +1.20 | 1.24 | 114.0% | 115.5% | -1.2% | -0.7% |
| 12 Years | +1.26 | 1.24 | 114.0% | 115.5% | -1.0% | -0.6% |
| 15 Years | +1.32 | 1.24 | 114.0% | 115.5% | -0.8% | -0.4% |