Kotak Nifty PSU Bank ETF
Direct · Growth ₹83.51
02 Nov 2026
NAV
8.2%
3Y CAGR
4.9%
5Y CAGR
2.0%
10Y CAGR
3.8%
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.
-0.67
Sharpe
-80.7%
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 | ₹12.61 L | 18.3% | -80.2% | 203.3% |
| 3 Years | ₹36.00 L | ₹39.92 L | 9.8% | -53.0% | 65.1% |
| 5 Years | ₹60.00 L | ₹64.33 L | 7.2% | -38.0% | 49.0% |
| 7 Years | ₹84.00 L | ₹89.50 L | 5.9% | -29.8% | 34.0% |
| 10 Years | ₹1.20 Cr | ₹1.31 Cr | 4.4% | -23.7% | 22.6% |
| 12 Years | ₹1.44 Cr | ₹2.10 Cr | 4.5% | -19.1% | 18.2% |
| 15 Years | ₹1.80 Cr | ₹4.03 Cr | 9.3% | 0.7% | 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 | 18.3% | 9.2% |
| 3 Years | 9.8% | 13.3% |
| 5 Years | 7.2% | 13.4% |
| 7 Years | 5.9% | 13.7% |
| 10 Years | 4.4% | 11.3% |
| 12 Years | 4.5% | 11.2% |
| 15 Years | 9.3% | 12.1% |
| Duration | Mean | Median | Min | Max | Sharpe | Sortino | % Positive | Cat. Mean | Cat. Median |
|---|---|---|---|---|---|---|---|---|---|
| 1 Year | 14.5% | 10.3% | -67.4% | 153.8% | 0.20 | 0.37 | 58% | — | — |
| 3 Years | 8.2% | 3.5% | -34.2% | 61.5% | 0.08 | 0.14 | 57% | — | — |
| 5 Years | 4.9% | 1.8% | -21.6% | 45.8% | -0.11 | -0.17 | 57% | — | — |
| 10 Years | 2.0% | 2.5% | -13.5% | 17.1% | -0.67 | -0.58 | 64% | — | — |
-80.7%
Max Drawdown
116 mo
Drawdown Duration
43 mo
Recovery Time
-35.3%
Avg Drawdown
Calmar Ratio by Duration
0.18
1Y
0.10
3Y
0.06
5Y
0.03
7Y
0.03
10Y
0.03
12Y
0.06
15Y