Kotak Nifty PSU Bank ETF
Direct · Growth ₹86.32
18 Aug 2026
NAV
7.8%
3Y CAGR
4.3%
5Y CAGR
1.7%
10Y CAGR
3.5%
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.
-0.73
Sharpe
-91.3%
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.
0.49%
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 | ₹12.65 L | 18.4% | -99.9% | 203.3% |
| 3 Years | ₹36.00 L | ₹39.58 L | 9.4% | -91.6% | 65.1% |
| 5 Years | ₹60.00 L | ₹63.83 L | 6.6% | -64.6% | 49.0% |
| 7 Years | ₹84.00 L | ₹88.52 L | 5.2% | -39.9% | 34.0% |
| 10 Years | ₹1.20 Cr | ₹1.26 Cr | 3.8% | -30.1% | 22.6% |
| 12 Years | ₹1.44 Cr | ₹2.04 Cr | 3.8% | -25.8% | 18.2% |
| 15 Years | ₹1.80 Cr | ₹3.95 Cr | 8.7% | -21.2% | 14.3% |
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 | 18.4% | 14.8% |
| 3 Years | 9.4% | 7.7% |
| 5 Years | 6.6% | -1.4% |
| 7 Years | 5.2% | -2.8% |
| 10 Years | 3.8% | -6.3% |
| 12 Years | 3.8% | -3.7% |
| 15 Years | 8.7% | 0.7% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.2% | 9.8% | -87.8% | 153.8% | 0.19 | 0.35 | 57% | — | — |
| 3 Years | 7.8% | 2.8% | -42.7% | 61.5% | 0.06 | 0.11 | 56% | — | — |
| 5 Years | 4.3% | 1.5% | -21.6% | 45.8% | -0.16 | -0.23 | 56% | — | — |
| 10 Years | 1.7% | 2.1% | -13.5% | 17.1% | -0.73 | -0.61 | 62% | — | — |
-91.3%
Max Drawdown
5 mo
Drawdown Duration
Not recovered
Recovery Time
-35.8%
Avg Drawdown
Calmar Ratio by Duration
0.16
1Y
0.09
3Y
0.05
5Y
0.02
7Y
0.02
10Y
0.02
12Y
0.05
15Y